China's Economic Balancing Act

This chapter examines China's economic landscape, focusing on balance sheet recession, high debt levels, and contrasting fiscal policies with the U.S. It highlights the country's strong export sector, particularly in automotive, while addressing domestic consumption challenges and recent societal shifts.

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In this episode, Stig Brodersen talks with investment expert Lyn Alden about currencies, debt, inflation, and how to invest in an uncertain world.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

06:00 - Why the bull theses are always more thoughtful and plentiful, and how to account for that.

18:47 - The relationships between debt, inflation, and wars.

26:53 - How to best take advantage of debt in your portfolio.

33:53 - How capital controls work.

46:54 - How a debt restructuring works in practice.

49:02 - Can technology be so deflationary that the FED can print us to inflation?

1:00:08 - The future role of the Euro on the global scene.

1:09:24 - Whether China is in a balance sheet recession.

1:11:46 - The pros and cons of Argentina dollarizing its economy.

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Lyn Alden’s book, Broken Money – Read reviews here.
Listen to our interview with Lyn Alden about her book Broken Money or watch the video.
Tune into our interview with Lyn Alden about How the Fed Went Broke or watch the video.
Listen to our interview with Lyn Alden about Macro and the Energy Market or watch the video.
Tune into our interview with Lyn Alden about Money or watch the video.
Listen to our interview with Lyn Alden about Gold and Commodities or watch the video.
Lyn Alden's free website.
Check out all the books mentioned and discussed in our podcasts here.

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