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#197 - Weekly Update: China, France, and Steel

The Jacob Shapiro Podcast

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Navigating Chinese Exposure and Global Economic Dynamics

This chapter delves into the addition of Chinese exposure to a strategy, analyzing the Chinese economy and the CCP's response to a housing crisis. It explores shifting dynamics in Chinese equity markets and the evolving consensus trade around being short China. The discussion also examines global economic cycles, US economic performance, wealth inequality, and intergenerational conflicts.

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