Comments
Transcript
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APGreat presentation, helps a lot
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JEGreat video, thank you.. Regarding the arguments, it seems to me much pointing and criticism of China (from others as well) often feels like there’s the proverbial 3 fingers pointing back at the US. Insolvent banking system, Massive manipulation of markets and currency, Debt problems, Wealth gap, Marginal productivity of debt, Demographics, Etc.. These “problems” we always hear about sound *eerily* similar to all the ones we have here in the “developed ” world as well...
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DRLooks good but where is the original video? Might be helpful to have a link to it in the video description herein. TQ.
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RTVery useful to have a review session like this to just recap and simplify the original interview between Kyle and Michael. Good stuff here!
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NJGreat job!
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MSThis is a great new format.
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CSThis is great! Thanks for providing thoughtful insight into this great interview.
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BPLove the deep dive and explanations. Until I get my head wrapped around this stuff fully, these types of videos are exactly what I need.
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CSGreat video Steve. I appreciate the analysis because it’s helps put the puzzle pieces together to see the BIG picture of macro on a global scale. I also like the breakdown of the terminology in the interviews because it helps elucidate the depth and analysis of the guest on this platform. Keep up the awesome work!!
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DSBravo Steve! You add tremendous value with these break downs. I certainly hope you stick at it!
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CH“Beijing may be speeding up the diversification of its foreign exchange reserves away from US dollar assets in response to Washington’s potential sanctions, the South China Morning Post reported, citing analysts.” Selling US treasuries to get dollars? Is this another example of China’s need for USD?
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ZY“Kuai (塊)” is a common unit of anything, like rock, brick, square shape object and etc. Also commonly used in Chinese speaking countries, for money too. Like 1 bottle of water; 1 kuai of money, or simply said 1 kuai = 1 dollar.
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LWThe format is good, but it would be great to get your own assessment at the end. No need to declare a winner of the debate, just your personal opinion what you believe. I live in China for a long time, and am interested in both permabears and permabulls’ opinions
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ESWhat a great video. Keep up the good work!
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ASSteven, you are doing a great service to everyone by teaching us how to fish. Keep up the work!
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SMGreat format Steve! Learned so much!
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HSA must listen to for every investor!
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TSLove the format Steve!
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PGFantastic - this breakdown and walkthrough was very useful for myself!
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JTGood summary. Sounds like those "Communists" should think about sharing some of their wealth with labor, lol.
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MPAs always this super helpful summary so to get out the best parts in very simple way. Steve you are one of the macro guy out there to whom i make the Like before watching the video.
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ACKeep it up! These explainers are great and really helps with 'reading between the lines'. Further helps my with financial learning.
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JLThese are breaking down videos are great.
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WEThis is a pretty sophisticated conversation which you did a good job of breaking down. I now have a 50% understanding instead of a 10% of what that conversation was about.
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PJgreat summary
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MMVery helpful, thanks for pulling this follow up together Steven.
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BDVery helpful.
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DMReally useful, great summary. More of this please.
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RTVery useful. Thanks
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AGThought this was exceedingly helpful!!
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AWThat was so helpful. Well done.
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AWThis was extremely valuable, thanks!
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CDRV’s average viewer knows a lot more about finance than me. I very much appreciate Steven breaking things down in simple terms so that I can comprehend what is being discussed here.
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SSThese are extraordinarily helpful, Steven. You certainly have a talent for explaining these concepts in a cogent and concise manner! Much appreciated.
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IMGreat explainer; I am going to watch the Kyle bass interview again. Thank you so much Steven!
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CCThanks again Steve. I find these very helpful, they reinforce the main points of extraordinary interviews. Much appreciated.
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ERThis is a very good review and helps from an educational perspective. It would be helpful to have a link to the original Bass-Pettis interview embedded in these 'Presentation' pieces.
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PPI love that Kyle was willing to discuss China with Michael Pettis, you could not have asked for a better meeting of minds to explain the Chinese situation from a different view. Michael Pettis has asked his own students (the princelings of the absolute elite) how they can fix the situation in China. Their answer and the full Michael Pettis view on how the system works is here: https://www.youtube.com/watch?v=-lcEaKqSijc (Chinese Debt and Macroeconomic reforms)
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RLGreat to have the commentary on the transcript. Thanks team!