VIDEO: Louis Vincent-Gave on the Real Winners of the U.S.–China Trade War

The RiskReversal Podcast

I joined Dan Nathan on the RiskReversal Podcast where we once again hosted Louis Vincent-Gave, CEO and founder of Gavekal. It’s a great conversation where we dive deep on how the U.S. and China economic rivalry is evolving, from the unintended consequences of past trade embargoes, to how China’s response has reshaped its industrial base.

We also talk through what this means for global markets and U.S. companies, the strategic shift toward state capitalism and AI, and how the asset centric US economy makes it so difficult to compete on those terms.

Hope you enjoy!