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Louis Gave

Type: Speaker Tracked appearances: 11

Validated speaker China industrial policy

Analyzed appearances 11

Latest appearance 2026-06-28 10:00

Most seen on Wealthion

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Admin-validated speaker with linked X / Twitter profile.
Preview built from 11 analyzed appearances.
Latest tracked appearance: 2026-06-28 10:00.
Most often seen on Wealthion.

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Themes and assets

China industrial policy 3 oil prices 3 Strait of Hormuz 3 60/40 portfolio collapse 1 AI capex boom 1 AI capex bubble and profitability skepticism 1 China anti-involution policy and equity bull market 1 China deflationary boom thesis and anti-involution policy 1

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Every analyzed appearance we have for this speaker, newest first. Open any transcript preview to read the underlying transcript.

Adam Taggart | Thoughtful Money®

Louis Gave

2026-06-28 10:00

There's Going To Be One Hell Of A Hangover When The Market Party Ends | Louis Gave

AI capex boominflationary boom framework

Preview:Louis Gave argues that the dominant market setup is still an inflationary boom, not a deflationary bust. He thinks AI/semis are extremely crowded, expensive, and vulnerable to a later hangover, while financials, metals, energy, and some non-U.S. markets look better supported. He also flags a separate risk that Japanese capital repatriation could hit Western assets, especially bonds.

The Julia La Roche Show

Louis Gave

2026-03-12 09:00

Louis Gave: $120 Oil Breaks Everything — And Nobody Is Ready

Iran conflictStrait of Hormuz

Preview:Louis Gave argues that the biggest market risk is an energy shock, not an immediate US recession: he sees oil as more likely to move toward $120-$150 than collapse, with spillovers that hurt allies more than the US. He is bearish US dollars and Treasuries, prefers energy and precious metals as portfolio hedges, and sees China as undervalued, increasingly self-sufficient, and likely to benefit from a stronger renminbi over time.

Soar Financially

Louis Gave

2026-03-11 10:15

Why Oil Could Reshape the US-China Relationship | Louis-Vincent Gave

Iran crisisStrait of Hormuz

Preview:Louis-Vincent Gave argues the Middle East crisis is primarily an energy shock with bigger implications for Asia than for the US, because Asia is more exposed to imported oil and Gulf gas. He thinks the immediate market reaction may be too complacent, sees China-US relations as possibly improving tactically through trade gestures and a Trump-Xi meeting, and believes the deeper issue is a shift in how global foreign policy is being justified around oil, inflation, and domestic politics rather than a coherent grand strategy.

David Lin

Louis Gave

2026-03-04 18:01

20% Of Global Oil Cut Off; Which Assets risk Collapse? | Louis Gave

Iran warStrait of Hormuzoil prices

Preview:Louis Gave argues that a closure of the Strait of Hormuz is a major shock for Asia, especially Korea, Japan, India, and Southeast Asia, while the U.S. is relatively insulated and may even see tactical benefits. He thinks markets are underpricing the oil and growth impact, but he also sees the current equity reaction as partly a fast unwinding after huge prior gains, especially in Korea.

Wealthion

Louis Gave

2026-02-19 16:15

Louis Gave: China Still Leapfrogging The West | Sell NASDAQ, Buy Asia & Latin America

China industrial policyenergy and electricity costs

Preview:Louis Gave argues that China has already won the industrial side of the trade war by rebuilding supply chains, cheapening electricity, and preserving a long-term industrial policy edge. He is bullish on Asia and especially Latin America, bearish on the NASDAQ and US Treasuries, and thinks rising Asian currencies, capital repatriation, and a weaker dollar are the key macro regime shifts.

Wealthion

Louis Gave

2025-12-23 16:00

Wealthion’s Best Of 2025: China Has ‘Leapfrogged’ the West | Louis-Vincent Gave

real estate to industry transitiontrade surplus and capital flows

Preview:Louis-Vincent Gave argues that the biggest macro shift in China was its pivot away from real-estate-led growth and toward industrial self-sufficiency after the 2018 semiconductor restrictions. He says that shift helped China leapfrog the West across autos, batteries, robots, solar, nuclear, and other industries, and that China is now trying to re-balance toward consumption with falling rates and targeted stimulus. Across the interview, he contrasts China’s policy continuity and industrial planning with what he sees as Western inconsistency, then uses that lens to argue China remains cheap, U.S. markets are expensive and concentrated, and energy is the key cross-asset hedge against a renewed inflation wave.

Adam Taggart | Thoughtful Money®

Louis Gave

2025-12-16 11:00

The 60/40 Portfolio Is Dead Because Bonds No Longer Work | Louis Gave

60/40 portfolio collapseinflationary policy regimeenergy stocks as bond substitute

Preview:Louis Gave argues the old 60/40 portfolio is dead because policy has shifted to structurally inflationary settings, making bonds unreliable diversifiers. He prefers a mix of equities, precious metals, and especially energy, while warning that 2026 could be shaped by rising energy prices, an AI capex unwind, and a possible Asian-currency revaluation.

Excess Returns

Louis Gave

2025-11-26 08:41

The Real Estate Bust Was the Plan | Louis-Vincent Gave on China's Brute Force Growth Strategy

China industrial policyUS-China tech warsemiconductor embargo

Preview:Louis-Vincent Gave argues that China is not a broken command economy but a highly competitive, capital-directed industrial system that has spent the last seven years retooling under US pressure. He says the semiconductor embargo forced China to de-Westernize supply chains, starve real estate and consumption of capital, and channel savings into industry, which helped it move up the value chain in EVs, energy, automation, and AI. His core market view is that China is now shifting from supply expansion to demand support, that the renminbi is materially undervalued, and that Chinese equities are in the early stage of a bull market.

WTFinance

Louis Gave

2025-10-03 11:00

China's Economic Shift & Big Move Against America with Louis Gave

Global reflation and coordinated stimulus

Preview:Louis Gave argues the world is in an "inflationary boom" driven by simultaneous fiscal and monetary stimulus across all major economies. He highlights a structural dollar decline as the US sends ~$2 trillion annually abroad via its current account deficit, while foreigners increasingly question the need to hold dollars. The centerpiece is China's policy pivot to "anti-involution" — ending the cycle of excess capacity addition — which he believes is powering a Chinese bull market that foreign investors are missing because they're fixated on weak macro data. He also sees the Russia-China-India economic integration as the next huge macro trend that almost no one is positioned for.

Soar Financially

Louis Gave

2025-09-16 15:00

GOLD & AI: Deflationary Boom Ahead | Louis Gave

AI capex bubble and profitability skepticismChina deflationary boom thesis and anti-involution policyUS-China trade tensions and resolution timeline

Preview:Louis Gave argues the macro landscape is being reshaped by a potential AI bubble unwind, the growing China-India-Russia economic integration, and a structurally weak US dollar. He's skeptical AI capex will generate returns, sees China shifting from deflationary bust to a "deflationary boom," and views gold/miners as in a durable bull market regardless of Fed moves. The Fed meeting is a sideshow; Nvidia results matter more for the dollar and AI thesis.

Wealthion

Louis Gave

2025-08-05 17:00

Louis-Vincent Gave: The Dollar’s Breaking? China’s Winning? The End of U.S. Dominance?

Fed policyinflation

Preview:Louis-Vincent Gave argues we’ve entered a structurally weaker U.S. dollar regime, which changes portfolio leadership and makes U.S. assets less compelling relative to China, emerging markets, and select non-U.S. cyclicals. He says the U.S. is being hurt less by cheap capital or energy than by policy uncertainty, while China is underappreciated because investors have shifted from worrying about capital flight to debating returns on capital.

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