In this episode, James Connor of Bloor Street Capital and George Calhoun, Director of the Quantitative Finance Program at Stevens Institute of Technology, dive deep into China's faltering economy and its widespread impact.
From the real estate crisis to the semiconductor supremacy battle, uncover the truths behind the headlines.
Plus, get expert insights on China's geopolitical strategies, including the tension over Taiwan and the TikTok controversy.
Join us as we explore the intricacies of China's economic challenges and their potential ripple effects on the world.
SCHEDULE YOUR FREE PORTFOLIO REVIEW with Wealthion's endorsed financial advisors at https://www.wealthion.com.
TIMESTAMPS:
01:52 - The Reality of China's Economy
04:27 - Unpacking China's GDP Misconceptions
09:39 - China's Real Estate Bubble: A Crisis Unfolding
14:59 - Stock Market Turmoil and Government Intervention
17:54 - The Impact on Consumer Confidence and Spending
21:22 - The TikTok Saga: Data Privacy and Geopolitics
30:28 - The Semiconductor Struggle: Taiwan's Critical Role
39:23 - Global Dependencies: Semiconductors, Batteries, and Beyond
44:59 - Hypothetical Scenarios: If China Invades Taiwan
48:43 - The Importance of Understanding Geopolitics in Finance
49:55 - Closing Thoughts & Wealthion Advisory
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