Episode 33: A 360-Degree Look at China

Louis Gave of Gavekal Research comes back to Capital Record, this time elaborating on his bullish thesis for China’s bond market and currency and explaining a perspective on the country's entire strategic direction that is contrarian to say the least. He is thorough, convincing, data-driven, and masterful in the economics, and the discussion David and Louis have is not one you will want to miss.