Ted Oakley - Oxbow Advisors - Interview Series 2023 - Louis-Vincent Gave - April 12, 2023

[@HabeshaWeddingphotograper]

Had so much pleasure to tune in. Thanks

[@jivepatrol6833]

Excellent interview - great questions and a very professional, balanced discussion. Thanks to both!

[@OxbowAdvisors]

Glad you enjoyed it!

[@jkmwpc]

Great interview, Ted. I appreciate your perspective and the insights of Louis!

[@OxbowAdvisors]

Thanks for listening

[@sheevamatimbas4300]

Thank you Ted, I really like this guy. Louis makes a lot of sense in his Macro and geo political views ( in my opinion) 😊

[@fubarbrandon1345]

Excellent interview Ted...thank you.

[@joeschreiber1463]

Thanks for great interview. Louis, are you aware that Russian Oligarchs are not the only people having their property rights violated? If you are an American citizen who happened to own an investment in a Russian company, our government confiscated your property without having been accused of a crime, without a trial, and without a guilty verdict. In fact there was not even a notice... the securities simply vanished from your portfolio overnight. So much for the rule of law.

[@bbbbbbears6999]

The difference is Oligarchs have choices, they are sophisticated enough to be able to move their wealth around. Joe public, they have no choice but to take the punishment.

[@frederickmatthews4259]

Fantastic information from Louis who views the world from a lens sitting inside China. Thank you.

[@wongk3271]

Good show! Thank you mates.

[@paulstein414]

That was amazing! Great analysis!

[@TheNewCarryTrade]

Awesome interview

[@OxbowAdvisors]

Thank you!

[@bigqueue]

Awesome interview Ted, and Lewis gav is a great person to get on as well. Thank you for the quality programming. Awesome information!

[@howardglenmartinez4473]

Louis-Vincent Gave would make an excellent President of the United States. Keep up the good work!

[@don5590]

He is French

[@luizamorim1626]

Great show! ❤

[@lorilacour7816]

I love to listen to Louie!!!

[@anthonychuan7279]

Cleanest Dirty Shirt is from Kris Kristofferson's Sunday Mornin Coming Down 1969.

[@henrypadilla7571]

👍👍 Excellent interview.

[@timferguson593]

Better to listen to everyone and then decide for yourself. Dr Hunt is very respected. 😊

[@fredcrossman5133]

Lacy Hunt very bright but I one way investor. Good in a bond bull market but he got destroyed in the 1970's when short term interest rates went from 4%to 22%

[@issenvan1050]

EM growth stocks vs. value stocks?

[@MyNameIsINTERSTITIAL]

I thought Mr Vincent-Gave grew up in Asia ..... according to his interview with The David Lin Report. Curious.

[@issenvan1050]

How do these relate to CBDCs?

[@issenvan1050]

Why is USD heading lower with rates where they are?

[@issenvan1050]

How would commodities perform well during a severe economic downturn?

[@Timothy_Pitt]

Not well, apart from precious metals Am I wrong?

[@refuztosay9454]

It assumes the downturn is limited to the USA and the rest of the world drives demand.

[@julieroman7433]

Cash Mgmnt- which "strong currency."

[@anthonychuan7279]

When there is No Accountability, Where is the Responsibility ? How Responsible is the Fed and where is the Accountability ?

[@issenvan1050]

This gentleman should debate Brent Johnson.

[@don5590]

He has done that won the debate...

[@issenvan1050]

@@don5590 Link?

[@thomasvogelsinger4007]

Best norwegian oil company var energy with 19 percent dividend yield

[@RafaelTruthseeker]

But Louis, what if you're wrong in your USD bear market call? Are you sure the Fed will pivot towards such a dovish stance?... They know very well that they're on the ropes and have to protect the USD or its game over. Have you even considered this? It seems you take the USD bear market as too sure of a thing. Best regards, Rafael

[@jimbobarooney2861]

Agree

[@paulginsberg6942]

The energy idealogues are living in LA la land. Fossil fuels will be needed for decades. We need nuclear yesterday.

[@clrodrick]

This guy views on long duration US Treasuries is in direct contrast to very esteemed and experienced professionals like Dr Lacy Hunt and others. My $$$ is on Dr Lacy Hunt

[@farmerdude3578]

If the dollar drops then inflation is going higher.

[@dbehr4869]

cannot shed tears for the oligarchs. They often stole, money laundered are linked to organized crime. Their assets should have been taken a LONg time ago but I don't expect morals and ethics from money managers. As To Chinese buying homes for safety in Vancouver, they have destroyed it for the local working population (by working I mean from manual, to middle class to professionals) who has gained? Developers, realtors, money launderers. Polls of local population again and again have said they do NOT want Chinese or Russian or any foreign money parked in RE, Your example is wrong

[@ericli2936]

You are wrong. This is just how u feel.

[@DissonantCat]

You must have misunderstood his examine of Chinese wanting Canadian real estate. It has nothing to do with the Canadian population and their needs. He's talking about Chinese investors looking for a safe haven because they can't trust their own government.

[@stephenbush7200]

If the US dollar is eventually heading lower, where should Americans put their money? I agree holding cash or Treasuries long-term seems the worst thing to do. Maybe in certain stocks that will weather the storm and adjust in price on a global scale to the much less valuable dollar? That seems reasonable. By Mr Gave's comments that would be in companies connected to commodities and energy, the very companies the US seems bent on putting out of business? Mr Gave feels Americans may not even feel the adjustments that the global world is making against the dollar, I think that won't be the case. My big concern is that we may ultimately see $2 million for Toyota Carola or $50 for a loaf of bread? I hope it's not that bad as many other countries have indeed had it that bad. And where will the growth and strength in the world shift to? A treacherous and evil china doesn't seem sustainable?

[@issenvan1050]

I am all in on precious metals & equities, crypto & equities, EM equities, RE. Not investment advice.

[@issenvan1050]

kzbin.info/www/bejne/mGewoHyAoryJr9k

[@issenvan1050]

India & Uzbekistan ETFs might be profitable, too.

[@Brentwood620]

I like charts and graphs more than all of his cheesy metaphors.

[@Houthiandtheblowfish]

they have sanctioned even the poor afghani peoples money how can these people sleep at night thinking what they have done to those people iguess you have to fool yourself or be a fool

[@DK-zm2fq]

Terrible assumptions on oil and treasuries. No clue!

[@issenvan1050]

Why is Xi a jerk?

[@sheevamatimbas4300]

He didn't say that, listen to the interview again and properly

[@GiuseppeMessinaCFA]

Rule of law applies to whom applies rule of law. Terrorists and rouge states are excluded.

[@ericli2936]

No