Is NVIDIA Crashing The Market? China's & GOLD's RISE | Louis Gave
NVIDIA just lost $600 billion in market cap, the biggest single-day wipeout in history. Is this the beginning of a tech market collapse? In this episode of Soar Financially, I sit down with Louis-Vincent Gave, CEO of Gavekal Research, to break down what this means for the markets, the AI sector, and global economic trends.
We discuss China’s surprising AI breakthrough with DeepSeek, its impact on US tech dominance, and whether NVIDIA’s stock crash signals the end of the AI bubble. We also cover gold’s reaction, why central banks continue accumulating, and how inflation, US-China relations, and geopolitics are shaping investment trends.
Will we see a major stock market rotation, or is this just a correction? Watch now for expert insights into macro trends, AI, inflation, and gold’s future.
#nvidia #gold #china
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Thank you to our #sponsor MONEY METALS. Make sure to pay them a visit: https://bit.ly/BUYGoldSilver
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👨💼 Guest: Louis Vincent Gave, CEO
🏢 Company: Gavekal Research
🌎 https://web.gavekal.com/
𝕏 @gave_vincent
📅 Recording date: January 27th, 2025
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Timestamps (AI generated)
00:00 – Intro
01:11 – Guest Introduction: Louis-Vincent Gave
02:43 – Market Panic: NVIDIA Loses $600 Billion
06:10 – Did We Underestimate China’s AI Capabilities?
08:45 – How Did China Leapfrog the U.S. in AI?
12:52 – The End of the AI Boom? Market Rotation Explained
16:14 – Tech Stocks vs. Value Stocks: What’s Next?
17:24 – Gold, Bonds & The Dollar: Where’s the Money Going?
19:48 – Why Gold Surged in 2023 Despite High Rates
21:53 – China’s Real Estate Collapse & Gold Demand
22:58 – Trump’s Tariffs & US-China Trade Relations
26:46 – Inflation & The Political Fallout for 2026
30:32 – Will Trump Devalue the U.S. Dollar?
34:15 – China’s EV Market & Global Competition
36:41 – China’s Perspective: How Beijing Sees the U.S.
41:21 – Geopolitics & The Future of Globalization
45:03 – Final Thoughts & Where to Follow Louis Gave
46:04 – Outro & Call to Action
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