China
February 2026
52 minutes

Louis Vincent Gave, Founding Partner & Chief Executive Officer, Gavekal Research

Louis-Vincent Gave says the most consequential and under appreciated macro developments today is the mispricing and policy shift of the […]

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Global Macroeconomics
January 2026
56 minutes

Louis Vincent-Gave: From Uninvestable to Unflappable; China’s Semiconductor and AI Blitz Is Rewriting the Trade War

Louis-Vincent Gave discusses Japan’s resurgence, China’s challenges, portfolio positioning in a deglobalizing world.

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Global Macroeconomics
June 2025
147 minutes

China’s Manufacturing Dominance: State Directives & Ruthless Competition — Arthur Kroeber

Dwarkesh Podcast

Gavekal Dragonomics’ Arthur Kroeber walks through how China achieved high-tech manufacturing dominance and how the US & China can create […]

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Global Macroeconomics
June 2025
49 minutes

How Apple Became So Reliant on China & What it Means For Their Future

a16z

Former Microsoft Windows chief Steven Sinofsky shares a thoughtful view on how Apple’s pursuit of design excellence and supply chain […]

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Global Macroeconomics
June 2025
136 minutes

#209 Erik Prince & Erik Bethel – The China / Taiwan Conflict

Shawn Ryan Show

Prince and Bethel have an in depth conversation about the situation between China and Taiwan, and the implications for the […]

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Markets
May 2025
47 minutes minutes

The Best Investment Ideas Outside the US

Merryn Talks Money

Gavekal CEO Louis-Vincent Gave argues that a weakening dollar, fading Treasury appeal, and a looming U.S. recession call for investors […]

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Global Macroeconomics
January 2025
84 minutes minutes

Louis Vincent Gave’s Bull Case For Chinese Stocks and Chinese Property Bonds

Monetary Matters

Gave gives an update on China’s bond, equity, and real estate markets and explains how China has come to lead […]

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Markets
September 2021
55 minutes

Understanding Evergrande, the Chinese Real Estate Conglomerate That’s Nearing Collapse

Travis Lundy explains Evergrande’s rise and near collapse, how China’s real estate system differs from the U.S., and what spillovers […]

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Markets
September 2021
49 minutes

Sequoia’s Doug Leone on What Has Been Instrumental To Scaling Sequoia Over Generations, How Sequoia Thinks About International Expansion and What They Learned From China and India & Why When You Lose Pre-Seed You Become Private Equity

Doug Leone discusses scaling Sequoia’s culture over generations, lessons from international expansion, and how leadership principles shape performance across a […]

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Markets
March 2021
62 minutes

476: Dan David | Putting Muscle on the China Hustle

Dan David discusses activist short selling, uncovering reverse-merger frauds in U.S.-listed Chinese companies, and systemic risks of regulatory blind spots.

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Global Macroeconomics
November 0202
58 minutes

TIP396: China and the Macro Impact w/ Kyle Bass

Hayman Capital’s Kyle Bass discusses shorting the 2008 housing bubble, risks within China’s financial system, and geopolitical implications for global […]

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