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5min chapter
China’s Economic House Of Cards | Kyle Bass & Nick Glinsman
Forward Guidance
The Energy Crisis Is All on the Germans, Period.
The problem with China has been what has been responsible for the meteoric rise is is riverboat gambling in the property sector. You can't increase energy costs 8 to 10x on the consumers and expect anyone to kind of stay together. The response so far has been price caps, subsidies, and no supply response. So you have literally complete idiots running the EU. And if nuclear is the answer, which I think it is, I think small modularnuclear is the answer.
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