Join us for a mind-blowing conversation with Louis-Vincent Gave, founding partner and CEO of Gavekal Group. We explore the weakening dollar, China’s new manufacturing supremacy, and why Tesla needs to worry, the next commodity boom, and the unconventional reasons Latin America might be the investment opportunity of a lifetime. Reflecting on our first conversation with Louis in December 2023, paynecm.com/ep143, he predicted a major rally in Chinese stocks right before it happened. Tune in as we uncover major trends happening right now that NO ONE IS TALKING ABOUT when it comes to investing your money.

Louis is the founding partner and CEO of Gavekal Group, a research and financial services firm based in Hong Kong. After graduating from Duke University and studying Mandarin at Nanjing University, Louis joined the French Army, then went on to become a financial analyst at Paribas, first in Paris, then in Hong Kong. In 1999, he launched Gavekal with his father, Charles, and Anatole Kaletsky. Louis is the author of seven books, the latest being Avoiding the Punch: Investing in Uncertain Times.

In this episode of Payne Points of Wealth, Bob, Ryan, Chris & Courtney dive into the critical mistakes that could derail your retirement plans. The recent market volatility caused by recent events like tariff announcements can significantly impact returns if you don’t make smart decisions with your money. We’ll explore three common missteps that investors often make:

Doing Too Much: Reacting impulsively to market drops by pulling out investments can lead to missing subsequent recoveries. We’ll discuss why staying the course with a comfortable asset allocation is often the better strategy. Did you know that from 2005 through 2024, seven of the S&P 500’s 10 best days occurred within two weeks of the 10 worst days? This insight from J.P. Morgan Asset Management highlights the importance of patience.

Losing Sight of the Big Picture: With money in different retirement plans from job changes to holding your savings with different financial institutions, it’s easy to lose track of how your overall portfolio is allocated. We’ll explain how streamlining your investment strategy can be a game-changer for reaching your financial goals.

Forgetting About Fees: Many investors are unaware of the fees they pay on their respective portfolios, mainly because most of these costs can be hidden. We’ll shed light on how choosing low-cost options and being mindful of fees can help maximize your returns. A U.S. Government Accountability Office report from 2021 found that 41% of 401(k) participants don’t know they pay any fees in their plan. We’ll help you become fee-savvy to protect your nest egg.

Tune in to learn how to avoid these pitfalls and secure your financial future!

In this episode of Payne Points of Wealth, hosts Bob, Ryan, Chris, and Courtney explore the current state of the real estate markets in New York City and nationwide with Pierre Debbas, a leading NYC attorney and founding partner of Romer Debbas, LLP.

They discuss the record highs of the NYC real estate market in 2021, driven by low interest rates and post-pandemic demand. With rising interest rates now making homes less affordable, they delve into the future of the market: Will rates continue to climb? Will the market cool down, or can prices surge again?

Pierre, with over 20 years of experience in real estate and business law, shares his insights on these pressing questions. Recognized as a Super Lawyer and a thought leader in the industry, Pierre's expertise covers a wide range of transactional matters.

Tune in for valuable insights from one of the industry's top professionals. Learn more about Pierre at romerdebbas.com.