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Rapid Emerging Market Growth Insanely Bullish For Commodities: Louis Gave

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Manage episode 415682064 series 3343078
Content provided by Jesse Day. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jesse Day or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Louis Gave thinks that those bearish on commodities due to a potential recession are discounting the pace and size of emerging market development. Louis argues that as a new middle class establishes themselves in places like India, Latin America, and across Asia, precious metals, copper, uranium, and energy prices are headed much higher.
Gavekal: https://web.gavekal.com
Follow Louis on X: https://twitter.com/gave_vincent

Follow Jesse Day on X: https://x.com/jessebday
Commodity Culture on Youtube: https://youtube.com/c/CommodityCulture

  continue reading

221 episodes

Artwork
iconShare
 
Manage episode 415682064 series 3343078
Content provided by Jesse Day. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jesse Day or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Louis Gave thinks that those bearish on commodities due to a potential recession are discounting the pace and size of emerging market development. Louis argues that as a new middle class establishes themselves in places like India, Latin America, and across Asia, precious metals, copper, uranium, and energy prices are headed much higher.
Gavekal: https://web.gavekal.com
Follow Louis on X: https://twitter.com/gave_vincent

Follow Jesse Day on X: https://x.com/jessebday
Commodity Culture on Youtube: https://youtube.com/c/CommodityCulture

  continue reading

221 episodes

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