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Unscripted Equity Curiosity Season 3 Episode 9: “Some Boats Are Rising”; Felix Wang on China’s Easy COVID Comps, High Unemployment (& Likely Stimulus), & SOE’s Making 52-Week Highs

Hedgeye Podcasts

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Introduction

Season 3 episode 9 of unscripted equity curiosity. Felix Wang, the sector head for China here at hedge. I Andrew where Andrew Friedman is not with us today. The question is if GDP becomes in too hot and by too hot probably 6% or so plus what will the government do? And more importantwhat will the government not do which is to unleash a torrent of stimulus that many folks were expecting them to continue.

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