In this episode of the Evergreen Exchange, Michelle Watson interviews fellow Evergreen Gavekal partner Louis Gave to discuss what to expect with international markets, energy, and inflation for 2022. Louis pointed out that in 252 trading days in 2021, the US equity markets delivered 72 new all-time highs. These highs may lead people to ask, “what will 2022 look like?” Through infrastructure spending, Fed policies, and international policies, we are already seeing very different economic approaches to this year. Listen in to learn what our very special guest, Louis, has to say. This episode was recorded on January 12, 2022.
As always, we hope you enjoy the listen!
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