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Louis-Vincent Gave of Gavekal discusses China's economic growth, its focus on education, and the global implications of its economic and political policies.

Steve and Louis discuss:

(00:00) - Early life - Gave as French infantry officer
(14:42) - Founding Gavekal
(23:50) - Understanding China economic growth
(32:57) - China real estate market
(42:48) - The impact of China’s economic growth
(48:19) - Comparing the size of the Chinese and U.S. economies
(01:07:09) - China’s t

Louis-Vincent Gave: Understanding China’s Economy, and U.S. Competition — #50

Manifold