Global Trade Imbalances and Economic Dynamics

This chapter explores the evolution of global trade imbalances since 1980, focusing on the U.S. trade deficit and its effects on capital inflows and the economy. It also examines how changes in interest rates influence credit growth, commodity prices, and asset valuations, emphasizing the potential risks of rising rates.

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IN THIS EPISODE, YOU’LL LEARN:

About Richard Duncan’s recent conversation with former FED Chairman Alan Greenspan.
How $10T was suddenly created out of thin air and the impact of the world economy.
How the Chinese trade surplus with the US impacts the global economy.
How and why China is building out new infrastructure equivalent to 10 US highway systems.
How the US should invest in infrastructure.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Preston and Stig’s interview with Richard Duncan about China and the history of the US dollar.
Richard Duncan’s course on TIPacademy about How Macro Really Works.
Richard Duncan’s Macro Economics site.
Transcript from the conversation between Richard Duncan and Alan Greenspan.
Richard Duncan’s book, The New Depression – Read reviews of this book.
Richard Duncan’s book, The Dollar Crisis – Read reviews of this book.

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