35:36

EssentialDaily Briefing

$300 Billion Default Pushes Chinese Real Estate Market to the Brink

Featuring Darius Dale and Jack Farley

September 15 at 8:00PM • 35 minutes

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Essential

Daily Briefing

$300 Billion Default Pushes Chinese Real Estate Market to the Brink

Darius Dale discusses the triple threat that Chinese risk assets face: decelerating growth, Evergrande, and the ongoing regulatory crackdown.

Featuring Darius Dale and Jack Farley

September 15 at 8:00PM • 35 minutes

Darius Dale, founder and CEO of 42 Macro, returns to the Daily Briefing to update viewers on the triple threat that Chinese risk assets face: the alarming slowdown in economic growth, the looming default of Evergrande, and the harsh regulatory crackdown by the Chinese government on companies, most recently Chinese gambling stocks such as Sands China Ltd and Galaxy Entertainment Group Ltd. Dale then shares with Real Vision’s Jack Farley his thoughts on inflation and the recent strength in commodities such as oil and aluminum. Drop your questions in the Exchange here: https://rvtv.io/398jAE6 Show More

Real Vision's Daily Briefing provides a macro context for the day's market action, Monday through Friday, live at 4:00 p.m. ET. Our hosts talk with traders, quants, investors, and analysts with skin in the game. These experts include Tony Greer, Katie Stockton, Jim Bianco, Jared Dillian, Thomas Thornton, and our own Raoul Pal. In just 30 minutes, you'll get the world's smartest analysis of global markets and the important macro trends driving them.

More Episodes

Real Vision's Daily Briefing provides a macro context for the day's market action, Monday through Friday, live at 4:00 p.m. ET. Our hosts talk with traders, quants, investors, and analysts with skin in the game. These experts include Tony Greer, Katie Stockton, Jim Bianco, Jared Dillian, Thomas Thornton, and our own Raoul Pal. In just 30 minutes, you'll get the world's smartest analysis of global markets and the important macro trends driving them.

More Episodes

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