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Dr. Alan O'Sullivan

๐Ÿ‘ค Speaker
1737 total appearances

Appearances Over Time

Podcast Appearances

The MOST Important Thing
Ep3 - Navigating Global Tectonic Shifts: Investing in a New Era

Spent some time as a second lieutenant in the French army, but

The MOST Important Thing
Ep3 - Navigating Global Tectonic Shifts: Investing in a New Era

has a fascination for markets, has published a number of books, but is, again, similar to previous guests, is a bit contrarian, you know.

The MOST Important Thing
Ep3 - Navigating Global Tectonic Shifts: Investing in a New Era

How did you get to meet him?

The MOST Important Thing
Ep3 - Navigating Global Tectonic Shifts: Investing in a New Era

I've been following Louis Vincent Gave for a number of years, right?

The MOST Important Thing
Ep3 - Navigating Global Tectonic Shifts: Investing in a New Era

I've been listening to other podcasts and, you know, he's one of the best guys out there in terms of being able to talk about China, but also being able to talk about Europe as well.

The MOST Important Thing
Ep3 - Navigating Global Tectonic Shifts: Investing in a New Era

Yeah, I mean, you can't really talk about China without...

The MOST Important Thing
Ep3 - Navigating Global Tectonic Shifts: Investing in a New Era

looking at being a being a bit of a specialist in geopolitics.

The MOST Important Thing
Ep3 - Navigating Global Tectonic Shifts: Investing in a New Era

So looking at internally in China, right, actually listening to the words of the Chinese Premier Xi Jinping, and dissecting then what are what are the real motives there?

The MOST Important Thing
Ep3 - Navigating Global Tectonic Shifts: Investing in a New Era

No, no, definitely not anti-China.

The MOST Important Thing
Ep3 - Navigating Global Tectonic Shifts: Investing in a New Era

Has lots of friends in China, but understands China.

The MOST Important Thing
Ep3 - Navigating Global Tectonic Shifts: Investing in a New Era

I think the narrative of West versus East, sometimes we get lost in that a bit.

The MOST Important Thing
Ep3 - Navigating Global Tectonic Shifts: Investing in a New Era

It's a bit more nuanced than that.

The MOST Important Thing
Ep3 - Navigating Global Tectonic Shifts: Investing in a New Era

He sees opportunities in China, but also lots of problems in China.

The MOST Important Thing
Ep3 - Navigating Global Tectonic Shifts: Investing in a New Era

And we'll get into some of that.

The MOST Important Thing
Ep3 - Navigating Global Tectonic Shifts: Investing in a New Era

What do we need to watch out for?

The MOST Important Thing
Ep3 - Navigating Global Tectonic Shifts: Investing in a New Era

Louis gave an interesting side when we brought up the issue of demographics.

The MOST Important Thing
Ep3 - Navigating Global Tectonic Shifts: Investing in a New Era

He spoke to the transformation of Chinese society, the urbanization of China.

The MOST Important Thing
Ep3 - Navigating Global Tectonic Shifts: Investing in a New Era

massive movement from rural community parts of the country into the cities.

The MOST Important Thing
Ep3 - Navigating Global Tectonic Shifts: Investing in a New Era

And we saw that in Ireland.

The MOST Important Thing
Ep3 - Navigating Global Tectonic Shifts: Investing in a New Era

I mean, in Ireland, you know, 5, 6, 7, 8, 9, 10 children was required for the land to work on the land and it was fine.