In this insightful interview on the Soar Financially show, Louis-Vincent Gave breaks down the key forces reshaping the global economy. The discussion covers gold’s surge past $3,700, the challenges facing AI companies burning through billions, and why the Federal Reserve’s moves may matter less amid a supply-driven shift from Asia’s… Read More
Despite high hopes for a roaring start to the New Year, the first half of 2025 in Venture Capital (VC) has been marked by caution and uncertainty. A confluence of macroeconomic and geopolitical headwinds – notably trade tariffs and regional conflicts – have weighed on investor sentiment. Several anticipated IPOs… Read More
The economic and market landscape has shifted meaningfully in the past few months. This quarterly market update with Jeff Dicks, Evergreen’s Chief Investment Officer, analyzes the drivers behind the V-shaped stock market recovery—highlighting a resilient yet cooling labor market, rising consumer caution, and changing inflation expectations. He also explores where… Read More
In past reports, we have often argued that the most traumatic events are not always the events that end up casting the longest shadows. For example, anyone aged over 30 remembers where they were on 9/11. Suddenly, it felt as if the world had changed. Yet, economically speaking and in terms of… Read More
Jesse Felder, of The Felder Report, recently had a conversation with Vincent Deluard, macro strategist at StoneX, who unpacked the drivers behind the structural forces reshaping the global economy. Deluard argues we’re in the midst of a long-term transition from disinflation to persistent inflation—driven not by central banks, but by runaway… Read More
When challenged over a shifting position, John Maynard Keynes famously replied “when the facts change, I change my mind. What do you do, sir?”. In theory, this sounds like sound advice. In practice, the challenge is knowing which facts matter, and which just provide noise. Even more challenging for investors… Read More
Private market investments were the exclusive domain of institutions and ultra-high-net-worth investors for decades. These asset classes are characterized by limited disclosure, high minimum investment thresholds, and long lock-up periods, which have historically made them opaque and difficult for retail investors to access. However, private markets have grown dramatically and… Read More
The global landscape appears to be entering a period of significant change. From trade policies to international alliances, many long-standing frameworks are being re-evaluated. Louis-Vincent Gave, Founding Partner and CEO of Gavekal, joined Manish Bhandari of Vallum Capital for a broad-ranging conversation on CNBC to discuss their views on the… Read More
The following article was originally published on March 11, 2025. In today’s rapidly changing economic and political environment, some of the events and examples are now outdated. However, the below article provides a still-relevant perspective on the high-level policy goals driving many of the major countries around the world. “We… Read More
This week’s market volatility has brought uncertainty back into focus, driven largely by escalating tensions around tariffs and trade. In response to these developments, we are presenting a special edition of our quarterly Chartbook, featuring a timely interview with our Chief Investment Officer, Jeff Dicks. This edition will explore the… Read More
