Louis-Vincent Gave: The AI Capital Misallocation, Geopolitics & the West's Economic Future

Louis-Vincent Gave, Co-Founder and CEO of Gavekal, joins Capital Thesis for a conversation on artificial intelligence, China's economic rise, global capital allocation, geopolitics, and the structural challenges facing Western economies.In this conversation, Louis examines the mounting fiscal pressures facing Western governments, rising borrowing costs, and the shifting balance of economic power between China and the West.We explore the massive capital expenditures surrounding artificial intelligence, the risk of historic capital misallocation, China's growing technological competitiveness, and the implications for corporate profitability and global markets.Finally, Louis discusses how technological advances are transforming modern warfare and geopolitics, where investors can find opportunities, and the challenges of navigating an increasingly fragmented global economy.FOLLOW CAPITAL THESISSpotify: [https://open.spotify.com/show/033WreqkyC5riEkudo1KxT](https://open.spotify.com/show/033WreqkyC5riEkudo1KxT)Instagram: [https://www.instagram.com/capitalthesispodcast/](https://www.instagram.com/capitalthesispodcast/)X: https://x.com/francobauerle0FOLLOW LOUISX: https://x.com/gave_vincentGavekal: https://web.gavekal.comLouis' Book Recommendations: https://research.gavekal.com/content/essential-reading/**DISCLAIMER**The views and opinions expressed in this podcast are those of the participants and are provided solely for informational and educational purposes. Nothing discussed in this episode constitutes financial, investment, legal, tax, or other professional advice, nor should it be construed as an offer, solicitation, or recommendation to buy or sell any security, financial instrument, or investment product.Capital Thesis and its host are not registered investment advisers. Guests may hold positions in securities, assets, or investments discussed during the conversation. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results.Listeners should conduct their own research and consult with a qualified financial professional before making any investment decisions.