Mike Green of Logica Capital Advisers launches his new series with one of his favorite topics, China, and one of his favorite experts, Louis Vincent Gave, CEO of Gavekal Research. In this interview that fringes on debate at times, Gave and Green attack the question of whether the U.S. or China is better positioned since the beginning of the COVID crisis. As well, they discuss a topic they can agree on from Gave's most recent pieces from Gavekal Research, "The Guiding Principle of Our Time". In this piece, Gave lays out the argument that decision making from politics to markets is being driven by one simple factor -- C.Y.A., or "cover your ass". Viewers can find this piece in full here: https://rvtv.io/3oePjKe. Filmed on October 20, 2020. Key Learnings: China not responding to COVID with rate cuts and massive fiscal stimulus has consequences for currency strength, foreign investment flows, and real interest rates. Viewers will come away with an understanding of the important factors to pay attention to when determining whether the U.S. will continue its global dominance or if this is the beginning of a new Chinese century.
Recorded on Oct 20, 2020
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