Intro

Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today!Louis Gave, CEO of Gavekal, explains how the Iran war and Strait of Hormuz closure threaten Asian economies far more than China or the US, warns that oil at $90 could trigger a recession, and argues investors should favor gold and international equities over US stocks and bonds. Watch Louis-Vincent's last interview with David Lin, which was a panel with David Hay: https://youtu.be/zUZnjb8sjRQ*This video was recorded on March 4, 2026.To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW LOUIS GAVE: Gavekal: https://web.gavekal.com/X (@gave_vincent): https://X.com/gave_vincentFOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/For business inquiries, reach me at david@thedavidlinreport.comDISCLAIMER: This video is for informational and educational purposes only and does not constitute financial, investment, legal, or tax advice. Always conduct your own research and consult a licensed financial professional before making any investment decisions.The views and opinions expressed by guests are solely their own and do not represent the views of this channel. Any forecasts or forward-looking statements are based on personal opinions and are not guarantees of future performance.This channel may include sponsors or affiliates. Their inclusion does not constitute an endorsement, and the channel is not responsible for the performance, claims, or actions of any sponsor, affiliate, or third party.No content in this video should be interpreted as a solicitation to buy or sell any securities or assets. Investments carry risk, including the potential loss of principal.0:00 - Intro.1:42 - Volatility in Asia6:04 - Asia’s dependence on the Strait of Hormuz11:21 - Oil price16:38 - The Fed and inflation18:52 - Political fallout21:36 - Massive geopolitical shift27:21 - What happens next?35:00 - Structural bear market for bonds38:47 - International diversification42:23 - Europe#investing #economy #china