This is genuinely incredible and says SO SO MUCH about the perception of China in the West.
This is the #1 news show in France, and the host - David Pujadas - asks the pundits around the table (a sample of the top media figures in France) if they can name 3 living Chinese people.
That's it: they just need to say the names of 3 living Chinese people, anyone. This should be extremely easy.
Yet not of a single one of them can name a single Chinese beyond Xi Jinping. They do not know a single living Chinese person beyond the president.
That's the level of ignorance of China we're dealing with in the West today, in 2026.
This is the source for the video: https://t.co/9UnWyu63g8 Aired live yesterday 28th of May 2026.
BUY CHINA â thatâs the message from this weekâs guest on The Master Investor Podcast â Louis Gave @gave_vincent, the Founding Partner and CEO of @Gavekal, one of the most unique and insightful market research firms in the world.
IRAN WAR: âChina comes into this crisis better prepared than pretty much anybody out there⊠& has more oil and storage than the rest of the world combined.â
LONG TERM: âChina has the lowest cost of capital, the lowest cost labour, the lowest cost of electricity, and has the world's cheapest currency and it's not even close⊠And that makes for a very powerful combination.â
WARNING: UK, France and US bond markets are vulnerable.
Timestamps:
00:00 Intro
03:28 Iran War â likely path
05:34 Iran War â inflation coming
08:04 Iran War â who is most exposed
13:37 UK, France, US bond markets vulnerable
15:55 Bearish on defence stocks
20:38 China well prepared for Iran shock
28:20 China screaming buy long term
34:56 Constructive rest of Asia
36:12 US overvalued?
41:33 Know your strengths
Amazonâs AI coding assistant may have just pulled off the Son of Anton gag from Silicon Valley: âitâs possible thatâŠthe most efficient way to get rid of all the bugs, was to get rid of all the software.â
Taking AWS down for hours (on multiple occasions). Unreal.