Share this postTrader FergDigging into Narratives with Louis-Vincent GaveCopy linkFacebookEmailNotesMorePlayback 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∙ Paid45Share this postTrader FergDigging into Narratives with Louis-Vincent GaveCopy linkFacebookEmailNotesMore92ShareAnyone 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 PostsDiscussing Coal with Matt and JoeOct 16 • FergHunting around Malaysian Oil ServicesOct 2 • FergDavid Hay - Evergreen GavekalSep 16 • FergOffloading my Oil & Gas questions on Josh YoungAug 2 • FergTrading Physical Precious Metals with AndyJun 6 • FergFrancis Hunt -The Market SniperMay 29 • FergTalking Tankers & Ships with Alexander AlbertMay 20 • FergDrilling into Borr with Benjamin KelleranMar 29 • Ferg