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Transcript
Chapters
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What’s your macro thesis?
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Can you explain the context of China’s slowdown?
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What are “Market Crevasses?”
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How tight are the central banks?
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Has China changed its policy to re-ignite stimulus?
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How targeted is China’s stimulus?
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Will we see another coordinated currency accord?
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What will the Fed have to do?
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Will monetary easing increase growth or just asset prices?
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What about the U.S. Dollar?
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When does the U.S.-China trade dispute get resolved?
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Which assets should one consider buying?
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So, what’s your macro thesis then?