MacroVoices HOT TOPICS are a new offering in conjunction with MacroVoices Premium. Hot Topics interviews are scheduled and produced in reacting to events that come up in markets, independent of our regular podcasts in which the guests are usually scheduled in advance. Today?s Hot Topic is fund manager Kyle Bass? recent investor letter questioning Hong Kong?s ongoing relevance in the global financial system. Louis-Vincent Gave runs Gavekal, a Hong Kong-based institutional advisor. In today?s Hot Topic interview, Louis offers an ?opposing editorial? view, strongly at odds with Kyle Bass? views on Hong Kong.
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