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Episode TimeStamps:
02:27 - Introduction to Louis Gave
03:50 - Is the Chinese economy experiencing a turning point?
09:20 - Can China restore their foreign capital flow?
13:40 - The state of Chinese fiscal policy
19:12 - A flash point in Chinese overcapacity
24:14 - A commodity catalyst - reflation incoming?
28:46 - Will the U.S experience a recession soon?
36:48 - A fiscal crisis in the U.S?
40:32 - The economic challenges that France faces
43:09 - The state of the European economy
47:20 - Welfare states are falling apart
49:48 - The U.S. election - how will it impact investors?
54:00 - How Trump would handle the current global conflicts
56:59 - Trump interfering with the Fed
59:26 - A weak dollar = pressure on bonds?
01:00:05 - Still bullish on emerging markets?