Events

At Gavekal we like to say that most of our best ideas come from our clients. Live interaction with research staff is a core benefit of a Gavekal subscription. We run webinars regularly, and live seminars in major financial centers several times a year. Recordings of all events are available on our website.

Upcoming events

Past events

Webinar: The Future Of AI After DeepSeek
Webinar
7 Feb 2025

Webinar: The Future Of AI After DeepSeek

Louis-Vincent Gave, Will Denyer, Tilly Zhang
DeepSeek stunned the world with the release of two new AI models with performance comparable to models from the US market leaders, but which the Chinese company developed at a fraction of the cost and with less powerful chips. Tilly Zhang, Gavekal’s technology analyst, founding partner Louis-Vincent Gave and US economist Will Denyer assessed the extent of DeepSeek’s achievement and examined what it means for China’s AI development, US export controls, and the future of the US tech stock bull market.
Event Content
Webinar: The Trump Agenda
Webinar
24 Jan 2025

Webinar: The Trump Agenda

Anatole Kaletsky, Yanmei Xie, Will Denyer, Thomas Gatley
All eyes were on the White House after Donald Trump’s inauguration on Monday to see the initial flurry of executive orders that may indicate his governing priorities. Would he pursuse a maximalist trade-protection agenda, or invite allies and rivals alike to the bargaining table? Would he move quickly towards mass deportations of Illegal immigrants or be more surgical in his approach? Our team sat down to unpack the flurry of news from Trump's first days in office.
Event Content
Webinar: Can Crypto Continue Its Charge?
Webinar
8 Jan 2025

Webinar: Can Crypto Continue Its Charge?

Louis-Vincent Gave, Charles Gave, Didier Darcet
Crypto-currencies had a stellar 2024, with a particularly strong run after Donald Trump’s win in the November election. The president-elect has appointed crypto enthusiasts to his cabinet and mused on adopting a Strategic Bitcoin Reserve. Our panel looked at both structural factors like the prospect of mass crypto adoption and more pressing cyclical issues such as how the vertiginously positioned asset class handles a likely more challenging liquidity environment in 2025.
Event Content

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