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Paid episode

The full episode is only available to paid subscribers of Trader Ferg

Digging into Narratives with Louis-Vincent Gave

Discussing China, AI, EVs, oil, gold, and where to position moving forward.

Anyone 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…

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