In this episode of Personable Markets, host Harvey Bracken-Smith and guest Luke Sloman analyze a defining week in global finance. Nvidia hits a $5 trillion valuation, the Federal Reserve pauses rate cuts, and Trump and Xi Jinping outline a potential new trade framework that could reshape technology, agriculture, and rare-earth supply chains. They explore the AI-driven surge in earnings from major tech firms, the growing dominance of the “BATMMAAN” stocks, and the UK’s controversial tax propo...
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In this episode of Personable Markets, host Harvey Bracken-Smith and guest Luke Sloman analyze a defining week in global finance. Nvidia hits a $5 trillion valuation, the Federal Reserve pauses rate cuts, and Trump and Xi Jinping outline a potential new trade framework that could reshape technology, agriculture, and rare-earth supply chains. They explore the AI-driven surge in earnings from major tech firms, the growing dominance of the “BATMMAAN” stocks, and the UK’s controversial tax propo...
Personable Markets: Louis-Vincent Gave on Trump-Xi Meet, ChatGPT v DeepSeek, China-India-Russia Deal
Personable
1 hour 19 minutes
1 month ago
Personable Markets: Louis-Vincent Gave on Trump-Xi Meet, ChatGPT v DeepSeek, China-India-Russia Deal
Louis-Vincent Gave, CEO & Co-Founder of Gavekal, returns to Personable as a two-time guest. From graduating Duke University with a BA in Economics, History & Chinese, to studying Mandarin at Nanjing University, Louis brings a unique global perspective. He’s advised institutions, funds, and governments for decades - and in this episode, he dissects markets, AI, energy, and the U.S.-China dynamic with refreshing clarity. With experience spanning macro research, portfolio strategy, and ...
Personable
In this episode of Personable Markets, host Harvey Bracken-Smith and guest Luke Sloman analyze a defining week in global finance. Nvidia hits a $5 trillion valuation, the Federal Reserve pauses rate cuts, and Trump and Xi Jinping outline a potential new trade framework that could reshape technology, agriculture, and rare-earth supply chains. They explore the AI-driven surge in earnings from major tech firms, the growing dominance of the “BATMMAAN” stocks, and the UK’s controversial tax propo...
