Louis-Vincent Gave, Gavekal - Investment Themes for 2023 | #459

The Meb Faber Show - Better Investing

The Idea Farm

Business, Investing, Management

4.7 • 938 Ratings

🗓️ 16 December 2022

⏱️ 53 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Today’s guest is Louis-Vincent Gave, Founding Partner and CEO of GaveKal, a leading independent provider of macro research, and GaveKal Capital, a global asset manager. In today’s episode, Louis kicks it off with the biggest topic in global markets today – the Xi Pivot & reopening of China. He shares his outlook for how it may affect global supply chains, commodity markets, and financial markets. He covers the case for the emerging markets, why he isn’t bullish on the US, and why it may be time to rethink your portfolio construction as we head into a new year. ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- This episode is sponsored by Masterworks. Masterworks is opening the doors to top-tier, blue-chip art investments to everyone. Visit masterworks.io/meb to skip their wait list. ----- Today’s episode is sponsored by The Idea Farm. The Idea Farm gives you access to over $100,000 worth of investing research, the kind usually read by only the world’s largest institutions, funds, and money managers. Subscribe for free here. ----- Interested in sponsoring the show? Email us at [email protected] ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more. ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here! Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Welcome to the Mebb Faver Show, where the focus is on helping you grow and preserve your wealth.
0:11.0	Join us as we discuss the craft of investing and
0:13.4	uncover new and profitable ideas all to help you grow wealthier and wiser.
0:17.2	Better investing starts here.
0:18.8	Meff-Nepnabor is the co-founder and chief investment officer at Cambria Investment Management.
0:23.4	Did the industry regulations, he will not discuss any of Cambra's funds on this podcast.
0:27.2	All opinions expressed by podcast participants are solely their own opinions and do not reflect the
0:30.8	opinion of Cambria Investment Management or its affiliates.
0:33.4	For more information, visit cambria Investments.com.
0:39.6	Welcome, podcast friends.
0:40.9	We got a great show as we wind down 2022.
0:44.5	Our guest is Louis Vincent Gove,
0:46.4	founding partner and CEO of Gavkow,
0:48.8	a leading independent provider of macro research
0:50.9	and Gavkow Capital, a global asset manager.
0:53.4	In today's episode, Louis kicks it off with the biggest topic in global markets today, the
0:58.3	cheap pivot in reopening of China.
1:00.9	He shares his outlook for how it may affect global supply chains, commodity markets,
1:04.5	financial markets. He covers the case for emerging markets. Why he isn't bullish on the US and why it may
1:10.3	be time to rethink your portfolio construction as we head into a new year.
1:16.0	American Farmland is disappearing at an alarming rate.
1:19.4	According to the USDA, the US has lost four acres of farmland per minute since 2000.
	...

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