Top Traders Unplugged cover image

GM27: Central Banks were Warned about their Failed Policies ft. William White

Top Traders Unplugged

00:00

The Pre-Pandemic Resource Misallocations

I could give you a list here of six or seven different things that one sort of wants to worry about, or I think you should worry about, the pre-pandemic resource misallocations. We've got all the sort of the post- pandemic hysteresis stuff that's still playing out. You know, when you think about China and the zero-covid policy, and are there reliable supply chains? As long as it continues, the answer is there aren't. And then lastly, this de-globalization business,. The impact of the shock from Russia is a very, very, you know, little compared to China.

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