My guest in this episode of The Grant Williams Podcast is my friend, Louis Gave, of GaveKal research.
After I published my recent edition of Things That Make You Go Hmmm… entitled ‘Xi Moves In Mysterious Ways’, Louis sent me an email explaining why I was wrong about much of what I wrote. Given his proximity to China and the level of his experience, I asked Louis if he’d be willing to join me on the podcast so he could haul me over he coals in public, allowing you to hear me called out and giving you the opportunity to hear the other side of the argument from someone with impeccable credentials so you can make up your own mind.
What followed was a fascinating conversation that raises much about which to ponder…
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