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18min chapter
Peter Boockvar on an Overheated Stock Market, China’s Green Shoots, and the Private Credit Bezzle
Forward Guidance
Understanding Deflation, Chinese Stock Market, and Debt Comparisons
Delve into the impact of deflation on spending behavior, the performance and risks of the Chinese stock market, the evolving Chinese economy, and comparisons of debt situations between the US and China. The chapter also touches on consumer behavior shifts, China's manufacturing prowess, and the implications of the 2020 U.S. presidential election on various market aspects.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode