BTC112: Bitcoin Macro Mastermind 1st Q 2023 w/ Joe Carlasare, Steven McClurg, & Jeff Ross (Bitcoin Podcast)
We Study Billionaires - The Investor’s Podcast Network
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Investing Narratives: China vs. the U.S.
This chapter critiques the narratives surrounding China's economy as promoted by macro investors, addressing potential conflicts of interest in their investment strategies. It emphasizes the recent positive momentum in China's market compared to a looming recession in the U.S., analyzing past performances and future predictions for both countries. The discussion also explores the historical context of market recoveries post-COVID-19 and speculates on a possible shift in market leadership towards emerging economies.
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