Podcast Name
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 […]
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 […]
Portfolio Management
September 2023
58 minutes
The Opportunity in Emerging Markets with AQR’s Dan Villalon
Excess Returns
Villalon discusses the potential benefits of international diversification and why international stocks look particularly attractive today.
Markets
April 2023
48 minutes
Robert Koenigsberger on What Everyone Gets Wrong About Emerging Markets
Macro Hive Conversations
Koenigsberger explains his multi asset approach to investing in emerging markets, pushes back on the idea that all emerging market […]
Global Macroeconomics
October 2022
64 minutes
Devon Zuegel on Inflation, Argentina, and Crypto
EconTalk
Zuegel expands on her recent article, touching on how Argentinians are living with 100%+ annual inflation, how society has evolved to function […]
Global Macroeconomics
July 2022
47 minutes
Rob Citrone – Emerging Markets, Hedge Funds, and Staying in the Game
Capital Allocators
EM-focused hedge fund manager Rob Citrone shares his perspective for global markets and lessons learned from working under greats like […]
Markets
October 2021
52 minutes
Michael Pettis on What Evergrande Means for China’s Macro Economy
Michael Pettis discusses the Evergrande implosion, potential creditor and macro fallout in China, and global ripple effects through trade and […]
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 […]
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 […]
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.
Markets
December 2020
53 minutes
What Does It Take to Invest in Russia? ( w/ Harvey Sawikin )
Harvey Sawikin discusses investing across Eastern European emerging markets, evolving EM investor dynamics, and portfolio positioning amid dollar shifts and […]
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 […]