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Epsilon Theory - The Introduction

Epsilon Theory Podcast

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The Importance of Understanding Political Situations

The markets struggle to accurately price some of these political utcomes or or disputes. They always fail, particularly in t e environment where the political outcomes are going to be surprisingly to the left or to the right byr essentially. Let's talk about a negative outcome in china. What does that look like? A, you talk about titonic plate shipting. Ye, the cranfrees are here. An, it's really southeast asias, thoh, it's the banks tickling southeast aser outside of ch China. And we are absolutely in that same situation now with china.

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