Forward Guidance cover image

Peter Boockvar on an Overheated Stock Market, China’s Green Shoots, and the Private Credit Bezzle

Forward Guidance

00:00

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.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app