EPISODE · Sep 24, 2025 · 48 MIN
Exploring China's Digital Belt & Road with Louis-Vincent Gave
from RiskReversal Pod · host RiskReversal Media
Dan Nathan and Peter Boockvar host Louis-Vincent Gave, founder and CEO of Gavekal, to discuss the evolving dynamics of China trade. The conversation explores China's response to U.S. restrictions on technology, particularly semiconductors, and the broader implications of the growing U.S.-China tech competition. Louis offers insights into China's rapid industrial advancements, the strategic importance of Taiwan, and the potential future of U.S.-China relations. The discussion also touches on the global impact of China's economic integration with Russia and India, and the challenges faced by American companies in maintaining competitiveness in the Chinese market. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media
What this episode covers
Dan Nathan and Peter Boockvar host Louis-Vincent Gave, founder and CEO of Gavekal, to discuss the evolving dynamics of China trade. The conversation explores China's response to U.S. restrictions on technology, particularly semiconductors, and the broader implications of the growing U.S.-China tech competition. Louis offers insights into China's rapid industrial advancements, the strategic importance of Taiwan, and the potential future of U.S.-China relations. The discussion also touches on the global impact of China's economic integration with Russia and India, and the challenges faced by American companies in maintaining competitiveness in the Chinese market. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media
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Exploring China's Digital Belt & Road with Louis-Vincent Gave
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