Share this postDigging into Narratives with Louis-Vincent Gavetraderferg.substack.comCopy linkFacebookEmailNoteOtherPlayback speed×Share postShare post at current timeShare from 0:000:00/0:00Paid episodeThe full episode is only available to paid subscribers of Trader FergSubscribe to watchDigging into Narratives with Louis-Vincent GaveDiscussing China, AI, EVs, oil, gold, and where to position moving forward.FergMar 16, 2024∙ Paid42Share this postDigging into Narratives with Louis-Vincent Gavetraderferg.substack.comCopy linkFacebookEmailNoteOther9ShareAnyone who has followed me for a while knows I'm a massive fan of Louis's work. I read/listen to all of Louis's or his firm Gavekals' work I can get my hands on.Apologies, the internet wasn't playing…This post is for paid subscribersSubscribeAlready a paid subscriber? Sign inLatest PostThe latest postThe latest postSubscribeAuthorsFergRecent PostsDrilling into Borr with Benjamin KelleranMar 29 • FergReviewing the Oil Bull Case with Christine GuerreroDec 22, 2023 • Ferg