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China’s Deflation Trap | Brian McCarthy On The Popping Of The World’s Biggest Bubble Ever

China’s Deflation Trap | Brian McCarthy On The Popping Of The World’s Biggest Bubble Ever

Released Friday, 9th February 2024
 1 person rated this episode
China’s Deflation Trap | Brian McCarthy On The Popping Of The World’s Biggest Bubble Ever

China’s Deflation Trap | Brian McCarthy On The Popping Of The World’s Biggest Bubble Ever

China’s Deflation Trap | Brian McCarthy On The Popping Of The World’s Biggest Bubble Ever

China’s Deflation Trap | Brian McCarthy On The Popping Of The World’s Biggest Bubble Ever

Friday, 9th February 2024
 1 person rated this episode
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Finally, you can easily access Bitcoin in a low-cost ETF with the VanEck Bitcoin Trust (HODL). Visit https://vaneck.com/HODLFG to learn more. VanEck Bitcoin Trust (HODL) Prospectus: https://vaneck.com/hodlprospectus/__Follow Brian McCarthy on Twitter https://twitter.com/briangobosoxFollow VanEck on Twitter https://twitter.com/vaneck_usFollow Jack Farley on Twitter https://twitter.com/JackFarley96Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidanceFollow Blockworks on Twitter https://twitter.com/Blockworks___Use code FG10 to get 10% off Blockworks’ Digital Asset Summit in March: https://blockworks.co/event/digital-asset-summit-2024-london__Timestamps;(00:00) Introduction(00:35) The Chinese Financial System Is A Giant Ponzi Scheme(05:17) The Property Bubble In China Is Popping (It's Still In Early Stages)(11:21) How The Chinese Banking System Works: Window Guidance > Forward Guidance(27:02) VanEck Ad(37:52) Views On The Chinese Stock Market(38:12) The Chinese Yuan (RMB) Must Be Devalued In Order To Stimulate The Chinese Economy(47:11) U.S. China Trade Policy, Under President Biden and Under President Trump(52:03) Much Of China's Bank Equity Is "Going To Be Wiped Out"(57:32) Why Would Chinese Communist Party (CCP) Not Stimulate Its Economy And Avoid Major Slowdown?(01:04:25) McCarthy's Long-Term Thesis On China: "They Will Go The Japan Path"(01:11:37) China's FX Reserves(01:14:06) Why Can't China Reinflate The Property Bubble?(01:17:31) Closing Thoughts On China(01:19:46) Macro Implications Of China's Slowdown On Global Economy

__Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

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