Russia and China Will be the Winners of the Energy Crisis: Louis-Vincent Gave

CEO of Gavekal Research and author Louis-Vincent Gave gives his take on the current energy crisis and how it is directly caused by misguided government policy and needless geopolitical conflict. Louis explains how the Chinafication of the West is leading to a historic disconnect between the political class and the people they govern, and how this disconnect could reshape the world as we know it.

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00:00 Introduction
01:49 Who is Louis-Vincent Gave?
03:47 Where Does China Stand?
12:43 China and Energy
14:34 Chinafication of the West
22:16 Sell-off of Bonds
24:05 The Freedom Convoy
27:43 Is There a Long Game?
32:43 Will Food Be Weaponized?
36:17 3 Bad Choices
40:40 How to Allocate Cash
47:21 Shift to Emerging Markets
50:48 Hot Sectors in the Next Decade
56:35 Bitcoin and Gold

#energycrisis #energy #geopolitics