
Markets Unprepared For West-To-East Capital Repatriation | Louis Gave
Thoughtful Money with Adam Taggart
Geopolitical Dynamics and Economic Implications
This chapter explores the intricate geopolitical relationship between Taiwan and China, addressing misconceptions about military threats and Taiwan's defense strategies. It also examines Japan's hawkish new leadership amid inflation trends and its potential impact on global markets, particularly regarding the yen carry trade. Additionally, the chapter discusses broader economic vulnerabilities, such as France's fiscal situation and its implications for capital flows and asset prices.
00:00
Transcript
Play full episode
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.