Animal Spirits Podcast cover image

Talk Your Book: Investing in China

Animal Spirits Podcast

00:00

Is K B a to the S P 500, or K B A?

K web is to the nazzak 100, as k b a is to the s p 500. The greatest bull market in government treasuries global right now is in china. It's not that they don't have access to western media, which is this kind of constant negative media barrage. They just don't buy into it. That they would say that things that really matter are government policy. And i think if you think about yourself, with free stimulus money from central banks globally, like we went out and bought stuff, and a lot of that stuff was made in ch China. I wonder if my tropical broh shirts are made in chChina. Most clothing, low end

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