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 […]

Read more
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 […]

Read more
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.

Read more
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 […]

Read more
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 […]

Read more
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 […]

Read more
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 […]

Read more
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 […]

Read more
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 […]

Read more
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.

Read more
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 […]

Read more
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 […]

Read more

Join our newsletter to have all of this content
+ Exclusive Newsletter Bonus Content
delivered to your inbox every week

Scroll to Top