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117: What Makes a Great Macro Fund Manager? Meet Scott Bessent, Trump's Treasury Secretary

Money Maze Podcast

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Investing in China: Shifts in Economic Model and Geopolitical Risks

In this chapter, the speakers discuss the changing economic model in China and the potential risks and uncertainties of investing in the country. They compare China's Leninist model to Japan's democratic model, expressing a preference for investing in India and Japan instead. They also touch on the challenges China faces in rebalancing its economy and the importance of considering geopolitical factors.

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