AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
2min chapter
China’s Economic House Of Cards | Kyle Bass & Nick Glinsman
Forward Guidance
The Chinese Consumer Price Index Is Still Below Where It Was in March and April of 2020
If an accident doesn't occur between now and next to the end of next year, you will see deflation being exported by the Chinese. Good for the bond markets, great for the inflation outlook. They're going to be flooding the West with exports with the remember around seven currencies. You're looking at much depreciated currencies and major volume coming down the pipeline. If they don't, boy, is the global economy in trouble. I think the Chinese consumer price index is still below where it was in 2019. There's a lot of room for stimulus.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode