What's Going to Happen With the Capital Markets?

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There's a real handshake there that i firmly believe creates better outcomes. I know our team would say the same thing. So it's very interesting for developers like us and acquisitions people, as for some of those smaller developers who got into trouble to bit a bill out. One of the things in five year plan is to diversify away from from that,. A, but is you evergrand and the other lopersa? The real focus at the local and t higher level is to help the regular people get good on their deposits and ultimately get the homes that they were promised.

This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylist

0:00 Claire Cormier Thielke's AIS talk: "Tomorrowland: China Placemaking and the Future of Innovation"

17:40 Claire takes Q&A with the Besties + Ryan Petersen: Understanding the China/US rivalry

24:08 How the Evergrande debt situation impacts the greater Chinese real estate industry, China's still-nascent middle class, How China is subsidizing its negative birth rate

34:30 Ryan Petersen breaks down Flexport's business, the tumultuous past few years, and how DTC might be in major trouble

46:34 Asset-heavy play as a hedge against the popular trend of asset-light, velocity vs. speed, Flexport.org's humanitarian relief shipping, China's influence

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https://twitter.com/DavidSacks

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