Louis-Vincent Gave: Understanding China’s Economy, and U.S. Competition — Manifold #50

 

Louis-Vincent Gave of Gavekal discusses China's economic growth, its focus on education, and the global implications of its economic and political policies. 

 https://research.gavekal.com/ 

Steve and Louis discuss: 

(00:00) - Early life - Gave as French infantry officer 

(14:42) - Founding Gavekal 

(23:50) - Understanding China economic growth 

(32:57) - China real estate market 

(42:48) - The impact of China’s economic growth 

(48:19) - Comparing the size of the Chinese and U.S. economies 

(01:07:09) - China’s trade surplus and U.S. debt 

(01:18:11) - Will there be a U.S. debt crisis?

Audio-only version and transcript.