Comments
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MNI wish I could be as passionate about any subject as Worth is about China.
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VKEasily one of the best China discussions out there. A lot of context around the different outcomes with a non bias discussion.
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BVWhether I agree or not with the opinions, I love that all are presented in this interview and on this channel. An opinion isn't worth much if it can't stand up to a challenge from another.
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AISomething feels very untrustworthy about this guy. Can't put my finger on it -- something oddly, forced, rehearsed & phony about his verbal style & facial communication. Did anyone else sense that?
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CDSecond time I've watched this...whenever I think that I'm somewhat sophisticated about global economics and the financial markets...WHAM...I watch an interview like this and realize how ignorant I am.
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wgMauldin Economics is an aggregator of every others opinions. Nothing wrong with that, just there is no deep thinking here. Interesting to hear about China's history, but that's about it.
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LCValuable insights from Worth on Chinese history and culture. Spot on comment from Raoul about the fallacy of analyzing thru our own cultural biases. First class discussion! Thank you!
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AEGreat stuff, guys, but who was interviewing whom ;)? I see China going splat, than over running a few neighbors thus starting WW 3 and thus instigating the rapture (ha ha ha.......) But I digress.....
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GRWhat role, if any, does the hoarding of gold play in the rebalancing of the Chinese economy? Any chance you can arrange a similar discussion on the Middle East and, in particular, the Gulf country
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GRReally liked this discussion. A few thoughts and a question. First the question. How do we get feedback on questions asked in this very restrictive column?
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RSThought I detected some hints of an Aussie accent a few times while Worth was talking.
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RHI agree with Steven above. What is the probability of a round table discussion between Worth, Raul, Simon Hunt & Gave. I would by tickets to see and hear it.
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SLExcellent! I bought the book but won't have a chance to read it for a few days. I'd love to hear a similar discussion with Worth, Raul, Simon Hunt & Gave.
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JPAbsolutely fantastic demonstration of critical thinking applied to markets. The best aspect of RealVision.
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JSAnother first rate discussion
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RVRaoul do you still think a currency depreciation is the best way to bet on a housing/debt crisis ocurring in China or are you putting on any other trades? Also great interview!
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dbWhat they may not understand is that China does have a plan. They understand that the fiat they own will become worthless. Their plan is to control the worlds gold. Sad the US doesn't know history.
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FSI suspect that SHASHWAT is talking his book.
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sp@JORIS - At the minimum we have to use the same scale for measurement. In this case the preferred scale is Debt / "GDP". Chinese GDP is manufactured. Western GDP is goalseeked. both are meaningless
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JRI'd like to see a moderated conversation between Worth and either Simon Hunt or Gave. It seems everyone agrees on excess capacity, but not on what will happen next.
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GGgreat dialogue on China position and potential moves on world chess board. Interviews like this put RV in a class of its own
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ABGreat dialogue with thought provoking hypotheses being debated, well done. Perhaps a new series format: "Dialogue".
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Jv@SHASHWAT Nobody said that the US doesn't have problems. The book/discussion was about China.
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spChinese debt to gdp is about 350%. US debt to gdp is 600%+ including the entitlements. Why is China a debt bubble but US / West is not? If the credit collapses, where will it begin?
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spIt is much more likely that the USD based financial system blows up with the FED bubble before China becomes Japan. It has to become Korea first. Chinese consumer balance sheet is still unlevered.
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spI detect some hypocrisy here. Undoubtedly Chinese data is suspect. But so is the data from US, UK, Euro. What passes for financial analysis these days is rehashed fed speak bullshit . Is that better?
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MHGuys, that was one of the best discussions I have had the pleasure of watching on RV.
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DHThat was very good - both contributions. Well done; thought provoking and timely. There are quite a few who argue that investment in China is a must - I've had my doubts, more so now. Book sounds VG.
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WGDamn you! Now I have to entirely re-think what I thought I knew. Very interesting discussion of Xi Jinping's background.Sensational, thought provoking interview.
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BLReally looking forward to reading book. Great discussion.