Episode Summary
Will China's Slowdown and Taper Talks Derail The Reflation Trade?
DB-Aug16,2021: Real Vision senior editor Ash Bennington welcomes editor Jack Farley and Jared Dillian, editor of The Daily Dirtnap, to examine China’s economic slowdown in July and what risks that might pose to global economic growth as well as the Fed’s consideration of ending asset purchases by mid-2022. Dillian provides an update on his investment framework amidst concerning signals about the risks of an economic slowdown that would undermine the recovery in addition to the timeline of the Fed tapering and what the impact would be on markets.
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Hosts
Ash Bennington
@AshBennington
Maggie Lake
@maggielake
Raoul Pal
@RaoulGMI
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