
The Next Big Trade - Alex Gurevich Is Playing the Long Game
Real Vision: Finance & Investing
00:00
Is China a Bigger Country Than the United States?
I think that real estate bust is significantly bigger than the real estate bust we experienced in two thousand and eight, nine ten in the united states. It's bigger because the bull market lasted for longer, was uninterrupted and was of a bigger scale. If this goes badly, i can see a scenaria where we are no longer trading as much with china,. And we have to rebuild our industrial base to replace the chinese industrial base that we used to rent from them. Isthen a bust situation, like i do tiko the bust. But my sentraltisiis that ch China dramatic slow down is already sending a deflationy wave around the world.
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