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内容由Superinvestors and the Art of Worldly Wisdom and Jesse Felder提供。所有播客内容(包括剧集、图形和播客描述)均由 Superinvestors and the Art of Worldly Wisdom and Jesse Felder 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal
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#29: Louis-Vincent Gave On Staying One Step Ahead Of The Markets

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Manage episode 239832958 series 1452134
内容由Superinvestors and the Art of Worldly Wisdom and Jesse Felder提供。所有播客内容(包括剧集、图形和播客描述)均由 Superinvestors and the Art of Worldly Wisdom and Jesse Felder 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal
When it comes to global macro investing, Louis-Vincent Gave is one of the most interesting thinkers in the world. His firm, GaveKal, puts out some of the most compelling research on Wall Street and beyond and, as CEO, Louis' unique investment process is at the heart of it. In this episode, he discusses his family tradition in both the French military and in the capital markets, how he developed his own signature investment framework and some of the key themes driving his current views on markets around the globe. For notes and links related to this episode visit TheFelderReport.com.
  continue reading

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Manage episode 239832958 series 1452134
内容由Superinvestors and the Art of Worldly Wisdom and Jesse Felder提供。所有播客内容(包括剧集、图形和播客描述)均由 Superinvestors and the Art of Worldly Wisdom and Jesse Felder 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal
When it comes to global macro investing, Louis-Vincent Gave is one of the most interesting thinkers in the world. His firm, GaveKal, puts out some of the most compelling research on Wall Street and beyond and, as CEO, Louis' unique investment process is at the heart of it. In this episode, he discusses his family tradition in both the French military and in the capital markets, how he developed his own signature investment framework and some of the key themes driving his current views on markets around the globe. For notes and links related to this episode visit TheFelderReport.com.
  continue reading

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