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25min chapter
Marko Papic: Russia-Ukraine War Is Effectively Over, Israel-Hamas War Unlikely To Have Large Market Impact
Forward Guidance
China's Global Ambitions
The chapter delves into China's current foreign policy and its global ambitions, exploring whether their aims are primarily military and drawing parallels to countries with imperial ambitions in the past. It also discusses China's aggressive actions in the South China Sea, the changed behavior after Donald Trump's election, and predicts a secular stagnation for the country's domestic economy.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode