
Ep. 1030: Jonathan Hillman Interview with Michael Covel on Trend Following Radio
Michael Covel's Trend Following
00:00
What's China Doing in the Interastructure Space?
Jonathan: I think one of the positives is that infer structure has really been elevated now as an issue. The other positive is that, if you're a developing country, this competition can be a good thing for you. That provides you with of some bargaining power. All of that, i think its hard to imagine without china providing this challenge of a reason to do more and be more competitive. Do you have any unconventional views that your colleage gs and other people, some of these circles, they just say, oh, man, jonathan, i think you're wrong there?
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