Gold, Ghost Cities, and the Great Credit Cycle: Mike Kao on Global Economic Shifts
RiskReversal Pod
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Navigating Shifts in Global Economics
This chapter examines the recent changes in the global economic landscape, particularly the declining strength of the U.S. dollar and its influence on the bond market. It discusses the transition from traditional economic cycles to a credit cycle focus, analyzing perspectives on debt management amid rising national debt. The conversation further explores the implications of these economic trends on commodities, specifically crude oil, and the challenges faced by key players like Saudi Arabia in maintaining price stability.
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