MacroVoices Erik Townsend & Patrick Ceresna welcome back Gavekal Founder, Louis-Vincent Gave. Erik & Louis discuss commodities, China, the Electric Vehicle Implosion, and why Louis says this feels like 1999 all over again. https://bit.ly/3wgMjFA
 
⚫ Follow Louis on X: https://twitter.com/Gave_Vincent
⚫ Find Out More About Gavekal: https://web.gavekal.com/


 
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