In Episode 364 of Hidden Forces, Demetri Kofinas speaks with Gavekal CEO LouisVincent Gave about dedollarization, U.S. reindustrialization, and his case for a Chinese “deflationary boom” and revaluation of the renminbi.
In the first hour of their conversation, Demetri asks LouisVincent Gave about the most important trends set to define the investment landscape in the years ahead. Gave argues that the U.S. and Europe are set to undergo a long period of structurally high inflation while China’s economy is set to experience a “deflationary boom” partly driven by rapid advancements in key industries like semiconductor manufacturing and electric vehicles.
In the second hour, Gave explains why he believes that the American imperial model of dollar recycling is unsustainable and why dedollarization is a prerequisite for the reindustrialization of the United States. They also discuss whether or not America needs an industrial policy to reverse the multidecade financialization of the U.S. economy that has driven up asset prices relative to their underlying income streams, exacerbating the wealth divide while destabilizing the country’s political system.
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Producer & Host: Demetri Kofinas
Editor & Engineer: Stylianos Nicolaou
Follow Demetri on Twitter at @Kofinas
Episode Recorded on 05/14/2024