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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International Markets
October 2025
38 minutes

How to Find—and Force—Value From Tokyo to Seoul

Merryn Talks Money

Alexander Iguchi talks about his investment philosophy, buying quality companies at deep discounts and actively forcing a catalyst. He explains […]

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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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Private Equity
September 2024
19 minutes minutes

How a 7-Eleven takeover could reshape corporate Japan

Behind the Money

The FT looks at whether the 7-Eleven takeover is a signal that companies in Japan are now considering foreign acquisitions […]

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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.

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Markets
August 2023
40 minutes

Why ‘everything aligns’ for Japanese stocks

Exchanges

Bruce Kirk, chief Japan equity strategist, explains the drivers behind the rally in Japan’s equity market and the state of […]

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Markets
July 2023
23 minutes

GQG’s Rajiv Jain on bold moves, growth of capital and global markets

Exchanges

Jain shares how he’s grown GQG to over $100 billion in AUM since starting the firm in 2016, his approach […]

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Portfolio Management
June 2023
48 minutes

Why UK Value Stocks Are Still the Trade of the Decade

Merryn Talks Money

Starting at 11:00, Rob Arnott discusses inflation dynamics and what history suggests may happen from here, the UK stock market […]

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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 […]

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Markets
November 2022
66 minutes

Empty Rooms: Investing in Africa

Guests Colin Smith and Farouk Miah are founders of All Africa Partners, a concentrated, public equity fund focused on Africa. They […]

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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 […]

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Markets
October 2022
60 minutes

Research Affiliates’ Brightman: ‘Wonderful opportunity’ to buy British stocks

Money Life with Chuck Jaffe

From 16:10 – 31:20, Research Affiliates CEO Chris Brightman shares his take on the situation on the UK, why this may […]

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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 […]

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