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Renminbi

3 statements across 2 episodes · 0 bullish · 2 bearish · 1 people on the record · first statement Oct 10, 2022 by Louis-Vincent Gave · said 8 times in 3 episodes since 2021 · across every show →

Mentions by year

brought up most by Louis-Vincent Gave (7), Seth Ginns (1)

tap a year for its mentions
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2022 7 mentions in 2 episodes 4 per episode
2021 1 mention in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Renminbi, oldest first

Oct 10, 2022 neutral
Assertion Supported
Gave: BHP completed its first iron ore transaction in renminbi
“A few weeks ago, BHP did their first deal in iron ore for renminbi.”
Louis-Vincent Gave Oct 10, 2022 ▶ 28:21 Louis-Vincent Gave – The Case for Emerging Markets (Capital Allocators, EP.275)
Oct 10, 2022 bearish
Assertion Partly supported
Gave: Most Russian commodity trade is shifting to the Chinese renminbi
“Right now you have the world's largest commodity exporter, namely Russia. That has been kicked out of the US dollar system for its behavior. And therefore, most of Russia's commodity trades is shifting from US dollar to renminbi.”
Louis-Vincent Gave Oct 10, 2022 ▶ 27:59 Louis-Vincent Gave – The Case for Emerging Markets (Capital Allocators, EP.275)
Apr 14, 2025 negative
Opinion
Gave: Devaluing the renminbi within six months would be a big mistake
“James, I think here we're at a super interesting crossroad where if in the next six months China does devalue the renminbi, it would have been a big policy mistake.”
Louis-Vincent Gave Apr 14, 2025 ▶ 30:28 Geopolitical Uncertainty – James Aitken, Louis-Vincent Gave, and Marko Papic (EP.440)
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