20% Of Global Oil Cut Off; Which Assets risk Collapse? | Louis Gave

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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:    • Inflation To 'Rebound', Crash Markets And ...  

*This video was recorded on March 4, 2026.

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0:00 - Intro.
1:42 - Volatility in Asia
6:04 - Asia’s dependence on the Strait of Hormuz
11:21 - Oil price
16:38 - The Fed and inflation
18:52 - Political fallout
21:36 - Massive geopolitical shift
27:21 - What happens next?
35:00 - Structural bear market for bonds
38:47 - International diversification
42:23 - Europe

#investing #economy #china