Comments
Transcript
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TZWould be great to see fundamental analysis of companies and investment ideas. Some deep stuff. Like on Seeking Alpha. Not just interviews. Would that be possible? Anyone from RV, please reply to me. Thanks.
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ODHis firm builds neural networks that crunch data with no causal relationships first given to it. Yet his whole.imtervirw is discretionary views on China.......What does their output from neural networks say????
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JGAgree with not being able to service usd denominated debt, but i dont agree with not being able to service CNY denominated debt, they have the printer in house.
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TSAll that is needed is a restart button to solve all the problems...all this debt issue is a confidence thing. We keep reading global debt at record levels but does it really matter? And who holds all that debt? If the fact is that we have borrowed against all of our future income, we are all deemed to enjoy lower real incomes in the future (currency devaluations + lower nominal growth)...Well maybe MMT has to be enacted ASAP .
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DSThanks, Mr. Nash, for an excellent summary. Very good points from AI and experience. I believe that Mr. Nash or someone else could do just as creditable job showing major problems in the Europe and the US. I do not see any major world economy that is in good shape. Yet there is a boatload of money sloshing around the world from all the money printing trying to be invested at a positive rate without major risks. This may be business as usual for the next 20 years. It certainly is a new world that I do not understand well enough to invest in long term. We will have to wait and see how it plays out. DLS
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EKHe comes across as very credible and thought-provoking. Keep hearing that China offers "potentially" great investments but have become increasingly skeptical over the years to the point believing that emerging markets was a false narrative. Essentially China=EM. China has benefited greatly from western subsidies/naivete/greed and in many respects Pandora's box has been opened. China may implode but it will continue to siphon off capital in the interim. Disproportianate risk to reward IMO.
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CSLooking forward to hear how Jim Rodgers can paint a rosy picture in spite of all this!
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PNPork going up 1% a day. That is gonna have an impact.
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SWA contract is typically understood as something entered voluntarily by participants. Did Chinese citizens willingly exchange social freedoms? When did they have these freedoms? Under Mao? Or maybe Xiaoping? He makes some interesting observations from a stock/flow perspective, but in the end seems like just another (likely brilliant) technocrat who's entirely too glib about different "modes of governance". After all, it's just math. Or am I being too "western" here?
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NvGreat interview. Thank you
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SNAudio link pls?
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wjAwesome! At last some truth about china.
Chapters
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What's Happening In China Now?
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What's Your Current View On Hong Kong?
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What Can The Data Tell Us About The Yuan?
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What's Happening With Debt In China?
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How Does China's Debt Impact Growth?
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Is There A Deflationary Backdrop In China?
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Does Vietnam Benefit From A US-China Trade War?
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How Did Living In Asia Influence Your Thinking On China?
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Have Chinese Protests Created Instability?
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Is Asia Pulling The World Into Slowdown?