7 Ideas for Investing in Uncertain Times

In this episode, Ryan is joined by Louis-Vincent Gave, a macro analyst with 7 bold investment ideas to help you navigate the chaos.

From avoiding the bond market’s pitfalls to rethinking the 60/40 strategy and why Asia is the future, Louis' ideas are thought-provoking and actionable. Whether you’re worried about a recession or curious about crypto, these ideas will give you new insights into where to put your money. This and all Bankless content is never financial advice.

TIMESTAMPS

0:00 Intro
1:38 Louis Intro
2:00 Louis Book & Theme
3:03 Current Decade Uncertain?
6:45 Crisis In Asia - 3 Anomalies
12:15 Bear Market: Crypto vs. Equity
19:14 Bond Investors Losing Money
23:20 Who’s Buying Bonds?
26:15 Pension Funds & Math
30:40 Current Safe Investments?
35:07 Current Ideal Portfolio
45:00 Equity US vs. Others
48:38 Ryan’s Countertakes
49:50 Louis on U.S. Property Rights
51:55 Louis on U.S. Tech
55:20 U.S. vs. China
59:12 Non-U.S. Equity
1:01:11 Value Over Growth
1:05:42 What’s Warren Waiting For?
1:07:45 Home Bias & Base Case
1:13:25 Dollar Devaluing
1:18:44 Louis on Crypto
1:21:49 Bitcoin vs. Gold
1:22:57 Louis’s Dad & Crypto
1:24:05 Closing & Disclosures

RESOURCES

Louis
https://x.com/gave_vincent
https://web.gavekal.com/
https://evergreengavekal.com/

Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures ⁠