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Russia/Ukraine Crisis To Cause Commodity “Doom Loop” | Jacob Shapiro
Forward Guidance
China's Long-Term Growth Potential
Long-term growth potential As well as geopolitical risks. Specifically problems in the financial plumbing Namely debt That's on the private sector And stuff like that Well the first thing I say about China is Don't underestimate them People have been underestimating China For decades now and anybody who has underestimated them Has done very poorly At a geopolitical level If we think in terms of the Chinese Communist Party As a Chinese dynasty It's still very early on in its rule Most Chinese dynasties achieve the kind of power The Communist Party has Rule for hundreds of years Jacob says he thinks China can get through it Even though it's going to be difficult here over the 2020sJacob: "The threats are very real You
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