S1E327 - The Cold War That Wasn’t

Louis-Vincent Gave joins The Jacob Shapiro Podcast to unpack a world that looks chaotic... but may be quietly reordering itself. From a surprising thaw in U.S.–China relations to a potential renaissance in Latin America and Canada, Louis argues that today’s volatility is accelerating deeper structural shifts. He explains why Europe remains fragmented, why energy prices could derail everything, and why investors may be thinking about risk all wrong.

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Timestamps:

(00:00) - Welcome & Introducing Louis Gave (Gavekal Research)

(02:43) - Liberation Day Shocks

(05:02) - China De‑Westernizing Supply Chains...