
#12 - USD patriots vs. CNY patriots - Guest: Tony Nash
Macro Mondays
00:00
The Impact of Weak Chinese Currency on Import Prices
This chapter discusses the impact of a weak Chinese currency on import prices, particularly focusing on food and energy. The speakers also speculate on the movement towards hard assets in the equity sectors and highlight the recent outperformance of energy, industrials, and value investments.
Transcript
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