Inflation Here To Stay As Globalization Dies? | Louis-Vincent Gave
Many of the most important developments shaping events here in 2022 are happening outside of the US
Obviously, Russia’s invasion of Ukraine has upended the geo-political chessboard, as well as world trade and the energy & financial markets.
China, too, is making waves that all nations feel.
What decisions these two world powers make, especially in terms of what kind of relationship they choose to have with the West going forward, will have large & long lasting implications.
To better understand the situation from a non-US perspective, we’re fortunately to speak with Louis Gave, Founding Partner and CEO at Gavekal.
What Serious Investors Are Watching
Dive into expert interviews, market analysis, and long-form content built to help serious investors think long-term.
Wealthion Macro Bites – Zinc’s Surprise Deficit: How a Forecast Glut Became a 4-Year Price High
On 8/26, LME 3-mos. zinc futures touched a 4-year high of $3,949/t (+43% y/y). Contrary...
Is Silver a Good Investment? Jonathan Wellum
Key Takeaways Wellum is bullish on silver and commodities, but disciplined. He argues the sector...
Why Are Oil Prices Rising? Art Berman
Key Takeaways Markets are watching tankers while missing collapsed production. Berman's central point is that...
Enjoyed This? Get More Insights
Expert insights and curated opportunities, delivered to your inbox.
Ready to Position for What's Coming?
Whether you're still learning or ready to act, your next step starts here.
- Independent
- Macro-Informed
- Real Asset Focused
The Wealthion Network
Stay ahead of the curve. Subscribe to Wealthion’s newsletter and get timely videos, articles, and alerts featuring insights from the world’s leading experts in investing and wealth-building.
Network Discussion
Sign in to share your thoughts and connect with other readers.
Join the Wealthion Network to Comment