Exploring China's Digital Belt & Road with Louis-Vincent Gave

RiskReversal Pod

RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 24 September 2025

⏱️ 48 minutes

🔗️ Recording | iTunes | RSS

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Summary

Dan Nathan and Peter Boockvar host Louis-Vincent Gave, founder and CEO of Gavekal, to discuss the evolving dynamics of China trade. The conversation explores China's response to U.S. restrictions on technology, particularly semiconductors, and the broader implications of the growing U.S.-China tech competition. Louis offers insights into China's rapid industrial advancements, the strategic importance of Taiwan, and the potential future of U.S.-China relations. The discussion also touches on the global impact of China's economic integration with Russia and India, and the challenges faced by American companies in maintaining competitiveness in the Chinese market. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

Transcript

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0:00.0	If you happen to be thinking there's got to be a better way to grow my RIA, you're not alone.
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0:29.5	Investing involves risk, performance not guaranteed.
0:33.4	Welcome to the Risk Reversal podcast.
0:35.4	I am Dan Nathan.
0:36.2	I am joined by my good friend Peter Bookbar.
0:38.7	You guys know him from 1.BFG wealth partners. Peter, welcome back to the pod.
0:45.2	Dan, thanks for having me.
0:46.6	All right. We have a very special guest. Peter and I usually do this one-on-one, but we have
0:52.1	Louis Gob. He's the founder and CEO of govcal and we're going to have a
0:56.0	great conversation on just all things china trade we're going to get into what's going on with this
1:01.9	kind of tit for tat as it relates to invidia and their ability to sell their high-end GPUs to china
1:08.3	louis we want to welcome you to the pod and maybe really quickly, Peter,
1:13.0	give us the 4-1-1 how you and Louis met. So I've been following Louis' work for many, many years.
1:19.4	It was always for me one of those go-to guys that I needed to hear what he was thinking on the world.
1:26.7	He lived in Hong Kong and he'll tell you for many years,
1:29.6	I'm fascinated with Asia, China in particular,
	...

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