7 Ideas for Investing in Uncertain Times | Louis-Vincent Gave
Bankless
Bankless
4.7 • 1.2K Ratings
🗓️ 20 August 2024
⏱️ 91 minutes
🧾️ Download transcript
Summary
In this episode, Ryan is joined by Louis-Vincent Gave, a macro analyst with 7 bold investment ideas to help you navigate the chaos.
From avoiding the bond market’s pitfalls to rethinking the 60/40 strategy and why Asia is the future, Louis' ideas are thought-provoking and actionable. Whether you’re worried about a recession or curious about crypto, these ideas will give you new insights into where to put your money. This and all Bankless content is never financial advice.
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TIMESTAMPS
0:00 Intro
4:43 Louis Intro
5:05 Louis Book & Theme
6:30 Current Decade Uncertain?
9:49 Crisis in Asia - 3 Anomalies
15:21 Bear Market: Crypto vs. Equity
23:05 Bond Investors Losing Money
26:25 Who’s Buying Bonds?
29:16 Pension Funds & Math
33:35 Current Safe Investments?
40:29 Current Ideal Portfolio
50:22 Equity U.S. vs. Others
54:00 Ryan’s Countertakes
55:10 Louis on U.S. Property Rights
57:25 Louis on U.S. Tech
1:00:56 U.S. vs. China
1:04:34 Non-U.S. Equity
1:06:32 Value Over Growth
1:11:04 What’s Warren Waiting For?
1:13:06 Home Bias & Base Case
1:18:46 Dollar Devaluing
1:24:18 Louis on Crypto
1:27:09 Bitcoin vs. Gold
1:28:20 Louis’s Dad & Crypto
1:29:30 Closing & Disclosures
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RESOURCES
Louis
https://x.com/gave_vincent
https://web.gavekal.com/
https://evergreengavekal.com/
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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
Transcript
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| 0:00.0 | Welcome to Bankless, where today we explore the frontier of investing in these uncertain times. |
| 0:09.0 | I've got a solo episode for you today. |
| 0:11.0 | It's just me. I'm here to help you become more bankless. In |
| 0:15.1 | today's episode we have Louis Vincent Gav. He gives us seven ideas for investing |
| 0:19.9 | in these uncertain times. So Louis is a macro analyst. |
| 0:24.4 | He's got some hot takes, I would say, |
| 0:26.2 | some of which are contrarian, all of which |
| 0:28.4 | are actionable, which are the best kind of macro takes, |
| 0:31.2 | if you ask me, and if you own assets assets if you're an investor and that's probably |
| 0:35.1 | everyone that listens to bank lists I think you're gonna love this episode even if you don't agree with |
| 0:40.4 | everything that Louis says and maybe especially if you don't agree. |
| 0:44.0 | A few things we talk about first we open things up with the recent market mayhem. |
| 0:48.8 | The Yenne Cary Trade you're probably familiar with everything that happened |
| 0:52.1 | earlier in the month of |
| 0:53.6 | August all of these shenanigans. What does Louis think? Are we headed for a bear |
| 0:57.4 | market? Then we get to his core ideas. These are the seven ideas on how to |
| 1:01.2 | invest in these times. I will list a few of them. These are my |
| 1:05.2 | paraphrased words. Number one, you got to avoid the bond market train wreck that's |
| 1:08.9 | coming. Number two, avoid duration at all costs. Number three, 60-40 is dead and he gives us what's |
| 1:16.0 | replaced it. Number four, U.S. equities, why they're expensive and non-U.S. equities |
| 1:21.0 | are cheap. Number five, don't worry about the recession. |
| 1:24.5 | Buy value. |
... |
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