Gavekal Capital: "Divergent Paths" Quarterly Video Update with Steve Vannelli
Tuesday, February 3, 2015
"Divergent Paths" Quarterly Video Update with Steve Vannelli
Steve summarizes his quarterly update on the Gavekal Knowledge Leaders Strategy. In this video, he shares our macro views on valuations of the global equity markets and why divergent monetary policy is driving the current deflationary pressures. He also discusses what the rise in the US Dollar means for stocks and where to look for investment opportunities.