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Rapid Emerging Market Growth Insanely Bullish For Commodities: Louis Gave

Louis Gave thinks that those bearish on commodities due to a potential recession are discounting the pace and size of emerging market development. Louis argues that as a new middle class establish themselves in places like India, Latin America, and across Asia, precious metals, copper, uranium, and energy prices are headed much higher. Visit our sponsor, ARK Silver Gold Osmium: https://arksgo.com Contact them at (307) 264-9441 [email protected] Follow Jesse Day on X:   / jessebday   Gavekal: https://web.gavekal.com Follow Louis on X:   / gave_vincent   00:00 Introduction 01:25 Economy and Geopolitics 06:54 Is the Chinese Economy in Decline? 12:59 China's Impact on Commodities 17:21 Outlook on Gold & Silver 23:44 The Rise of Copper 27:03 Addressing Bear Cases For Energy 35:23 Will They Lock Us Down Again? 40:25 Uranium and Nuclear Energy #emergingmarkets #commodities #gold #silver

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