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TIP396: China and the Macro Impact w/ Kyle Bass

We Study Billionaires - The Investor’s Podcast Network

CHAPTER

Gold, Farmland, and China's CBDC

This chapter explores the investment landscape, contrasting gold with farmland and examining the implications of China's central bank digital currency (CBDC). It discusses geopolitical risks, particularly regarding Taiwan, and the potential consequences of China's financial maneuvers on global economic stability. The chapter also highlights the challenges within China's real estate market and how these trends intersect with broader economic strategies.

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