In this podcast, Louis-Vincent Gave discusses the potential merging of the Federal Reserve and the U.S. Treasury, drawing parallels with Japan's bond market and its implications for the U.S. He explores whether the bond market, equities, or the dollar will "break" first, suggesting the bond market is most likely. Gave also touches on investment strategies amidst zero interest rates, such as precious metals, real estate, and equities, and analyzes the potential of Asian currencies appreciating, impacting gold investments and Asian markets. Furthermore, he examines the AI sector, questioning high valuations and the sustainability of current capital expenditure levels, while also cautioning against sell-side optimism and pointing out the challenging revenue targets needed to justify AI investments.
Sign in to continue reading, translating and more.
Continue
