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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

CHAPTER

China in a Quad One or Quad Two for Q2

I'm willing to bet it's just because of the inflation. Inflation is coming down, but I do believe if if China really revs up as an engine. So I think we're going to have a, you know, it's just saying quad one for the predominantly the majority of the year.

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