Further reading: Gavekal on China, Treasury Bills and Biden is in trouble

Plus why small caps might not be such a great idea and how to pick hedge funds, And what went wrong with the Texas grid and why it might mean trouble for the rest of us

Gavekals’s Louis Vincent Gave on China, India, Japan and much more

I thoroughly recommend a podcast interview between US analyst (and fund manager) Meb Faber and founder of research firm Gavekal’s Lous Vincent Gave plus macro hedge fund manager Harris Kupperman. It’s a really interesting and thought-provoking discussion that takes in everything from Indi…