
Weekly Notebook Review | Vol Up, USD Up, Rates Up $SPY $QQQ $USO $GLD | August 2, 2023
Hedgeye Podcasts
The Importance of Watching China Stimulate
If China is going to stimulate and that would be the thesis for all these stocks going up, you have to look at exactly how much and what they're doing. I'm trying to see it in ways because they can't without directly giving money to like the people. It's not that giving money to be they have to the only way that China can stimulate is building more infrastructure. You know, so this is this is the deal with command economies that you only have stocks go up because the government says so and they only go down because they stop saying so or they just say less.
00:00
Transcript
Play full episode
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.