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Podcast: The Intrinsic Value Podcast - The Investor’s Podcast Network
Episode: MI235: Investing in Uncertain Times w/ Louis Gave
Description: IN THIS EPISODE, YOU’LL LEARN: Â
02:52 - Louis’s current assessment of the global economy and financial markets.Â
06:15 - Why Louis thinks the current price of the S&P has not fully priced in the risks of a recession.Â
07:52 - Is now the time to buy the dip or remain more defensive?
07:52 - How to approach investing in a bear market, and what investments Louis sees as the most promising sectors.  Â
10:39 - Why he believes the energy sector is in a new structural bull market.Â
17:54 - Louis’s outlook on Chinese equities including Alibaba, and emerging markets.Â
26:08 - How to constru...