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.
Louis-Vincent Gave discusses Japan’s resurgence, China’s challenges, portfolio positioning in a deglobalizing world.
Luke Gromen explains cash’s vulnerabilities, gold’s portfolio role, and macro forces reshaping currency and bonds.
Mike Wilson recent economic developments, the evolving AI technology landscape and the performance of quality defensive stocks, energy and industrial
Starting at 31:00, Niederhoffer talks about drivers of volatility in the markets, trend-following, trading/behavioral biases & more.
Morgan Stanley’s Mike Wilson talks about Nvidia & AI, finding relative value, similarities to the late 1990s and more.
Morgan Stanley’s Mike Wilson shares his thoughts on the first 6 months of 2023, why his 2H23 earnings outlook, and
Start at 35:19 when they interview CME Group Chairman & CEO Terry Duffy, who shares his take on the FTX bankruptcy