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SCOUT· 65%51m·2026-02-04·Money
SCOUT· 65%51m·2026-02-04·MoneyLouis Vincent Gave, Founding Partner & Chief Executive Officer, Gavekal Research
Alpha Exchange · 244
It was a pleasure to welcome Louis Gave, the Founding Partner and CEO of Gavekal, back to the Alpha Exchange. Our discussion centers on what he describes as one of the most consequential and underappreciated macro developments today: the mispricing—and now the policy shift—of the Chinese renminbi. Louis is quite…
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65%
SCOUT
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