Louis-Vincent Gave returns with a blunt assessment of a global order fraying at key seams. Construction is stalling. Trade policy is adrift. Capital is retreating from the U.S. And yet, markets hum along... propped up by AI euphoria and the illusion of fiscal permanence. In this conversation with Alan Dunne, Louis questions whether investors grasp the shifting ground beneath their feet: from rising tariff walls to energy fragility, from the quiet restructuring of China’s financial system to the early signals of capital rotation into emerging markets. If this is a transition phase, most portfolios aren’t built for what comes next.

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GM86: Everyone’s Watching the Fed. The Real Story’s Somewhere Else. ft. Louis Vincent-Gave

Niels Kaastrup-Larsen | Trend Following Expert | 10-Year+ Podcast with 10M+ Downloads | Talks about Alternative Investments, Hedge Funds, Global Macro, Geo-Politics, Commodities, Quant Investing, Crypto, and Volatility. Join the conversation!

GM86: Everyone’s Watching the Fed. The Real Story’s Somewhere Else. ft. Louis Vincent-Gave

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