Recollection of Debaucherous Mexico Trip, Sunburn Stories, and Cultural Tidbits

This week Kevin and Patrick welcome to the show, Leonid Mironov from PACAT Asset Management. They dive into an insightful discussion about China, analyzing what has been done right, what has gone wrong, and where the country is seeing success. Leonid then shifts the focus to commodities, sharing his expert predictions for the future in this dynamic market.

Follow Leonid Mironov on X: https://www.x.com/leomironov

Check Out Pacat Capital Management LTD: https://www.pacatcm.com

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