Macro Voices

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February 22, 2017  

Louis-Vincent Gave: Translating 2016 Events to 2017 Strategies

February 22, 2017

Erik Townsend welcomes Louis-Vincent Gave to MacroVoices. Erik and Louis discuss the China reflation trade and asking when Chinese growth will roll over? They further discuss Brexit and the future of the European Union, Philippines and Rodrigo Duterte and the rise of the Chinese empire. It is closed off with the investment themes and risks for 2017.