Excuse Me, I Need to do Some Hedging Trades with Jim Chanos. Also, an interview with iConnections co-founder and CEO, Ron Biscardi.
RiskReversal Pod
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The Chinese Real Estate Market Hasn't Changed Much, but It's Getting Better
Despite the problems there, and it's kind of taken off the front pages because our foreign bandwith is focused on the ukraine. So that's one systemic area. An i don't think it's a systemic credit area, because the chinese banks are pretty insular. It is systemic when it relates to industrial commodities. That's one area that iwould keep an eye on. And then i think all the hidden leverage. One area we've been negative on, and so far nobody's cared. The stocks haven't gone up, but they haven't gone down,. Is commercial real estate wholly dependent on two % and three % interest rates. We looked at s green last night
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