Marko Papic, Clocktower Group - If You Don’t Make Calls, Why Are You In This Industry? | #357
The Meb Faber Show - Better Investing
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What Can Balsy Makers in China Do?
The market assumes that chinese false makers will have to bail out thevrground there. Even the biggest trotskyite marxis becomes a capitalist whoand the tenure goes to 30%. Then, of course, we have some other constraints, like constitutional, legal constraints. And then finally, ge political constraints, which funny cause i leave that for last. My book is called geo political alpha. That's intended to kind of grab people who are interested in geopolitics and markets. But i actually think geopolitics themselves are the least irrelevant constraint for investments. They matter. Ind subserve an ephic way. I was joking theother day, it sounds like an all you can
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