Talking to ... David Baverez

As the Berlin Wall fell in 1989, a seemingly endless summer of
globalization began—thirty golden years in which the only
question worth asking was how to stimulate demand. But what
happens when the world turns on its own axis and the problem is
no longer finding consumers, but actually producing anything at
all? David Baverez, a financial strategist who has spent the past
decade observing China from Hong Kong, argues that 2022 marks
precisely such a rupture: not only the return of geopolitical
conflicts but also a fundamental shift from a peace economy to a
war economy—an economy measured not by GDP per capita, but by who
controls the supply bottlenecks. The question is whether Europe,
caught between American financial hegemony and Chinese dominance
in production, still has anything to offer—or whether the freedom
to think is already a luxury of the past. Despite the somber
topic, the conversation with David Baverez was laced with
lightheartedness, due in no small part to Baverez’s exceptionally
witty way of bringing big issues down to earth and driving the
point home.


David Baverez is a forward-thinking French private investor and
author who sometimes describes himself as a Business Angel/Demon
on his Medium page. After spending 15 years between London and
Boston — including a decade at Fidelity Investments managing
European and Global Equity funds — he co-founded KDA Capital with
Krishnan Sadasivam in 2005, returning all funds to investors at
the end of 2010 in an early and contrarian bet against European
sovereign debt. He has since lived in Hong Kong as a private
investor and author who has written on the emergence of the New
China on global economics, including Welcome to the War Economy!
He is also a columnist for various media outlets, including
L’Opinion, Les Echos, and Sans doute.


David Baverez has published


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