In this episode, Ryan is joined by Louis-Vincent Gave, a macro analyst with 7 bold investment ideas to help you navigate the chaos.

From avoiding the bond market’s pitfalls to rethinking the 60/40 strategy and why Asia is the future, Louis' ideas are thought-provoking and actionable. Whether you’re worried about a recession or curious about crypto, these ideas will give you new insights into where to put your money. This and all Bankless content is never financial advice. 

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https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/52 

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TIMESTAMPS

0:00 Intro

4:43 Louis Intro

5:05 Louis Book & Theme

6:30 Current Decade Uncertain?

9:49 Crisis in Asia - 3 Anomalies

15:21 Bear Market: Crypto vs. Equity

23:05 Bond Investors Losing Money

26:25 Who’s Buying Bonds?

29:16 Pension Funds & Math

33:35 Current Safe Investments?

40:29 Current Ideal Portfolio

50:22 Equity U.S. vs. Others

54:00 Ryan’s Countertakes

55:10 Louis on U.S. Property Rights

57:25 Louis on U.S. Tech 

1:00:56 U.S. vs. China

1:04:34 Non-U.S. Equity

1:06:32 Value Over Growth

1:11:04 What’s Warren Waiting For?

1:13:06 Home Bias & Base Case

1:18:46 Dollar Devaluing

1:24:18 Louis on Crypto

1:27:09 Bitcoin vs. Gold

1:28:20 Louis’s Dad & Crypto

1:29:30 Closing & Disclosures 

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RESOURCES

Louis 

https://x.com/gave_vincent 

https://web.gavekal.com/ 

https://evergreengavekal.com/ 

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Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures  ⁠