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02:23 - Introduction to Louis Vincent Gave
05:28 - Is the economy starting to crack?
10:40 - When is the recession coming?
13:13 - The outlook for inflation
18:36 - The problem with designification
21:18 - The challenges of Chinese economy
27:56 - Can the Japanese economic situation be compared to China?
31:31 - Looking beyond the U.S and China
36:12 - An epic boom in emerging markets
40:20 - The structural growth in China
43:28 - Middle East joining forces
46:53 - Dealing with the debt
50:43 - Inverted yield curve and the bond market
54:09 - How will AI affect the economy?
59:22 - Good advice and book recommendations
01:02:00 - Thanks for listening