In this interview, Louis Vincent Gave discusses the pivotal shift in the US-China relationship that began in 2018 with the US semiconductor embargo on China, which led China to prioritize self-sufficiency and develop trade relationships with other countries. This shift caused a reallocation of bank lending from real estate and consumer sectors to industry, triggering deflation in China and globally. Gave also touches on the impact of COVID-19, China's industrial policy, and the shift in global power dynamics, as well as the potential economic pain the US would face if it tried to de-Sinicize its supply chains. He also discusses the potential fallout of the Russia-Ukraine war on the European Union and NATO, the AI landscape in the US and China, and offers advice to fresh graduates entering the finance industry.
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