11min chapter

The Café Bitcoin Podcast cover image

Swan Private Macro Friday with Sam Callahan, John Haar, Steven Lubka, and Terrence Yang + "UK Sovereign Student Project" with Huxley - August 18th, 2023

The Café Bitcoin Podcast

CHAPTER

Chinese Real Estate and Global Economy

This chapter delves into the Chinese real estate market and its potential impact on the global economy, highlighting its overpricing compared to other major cities. It discusses signs of an upcoming economic downturn in China and emphasizes the market's influence on commodity prices. The chapter concludes with a mention of the potential risk of a global recession if the Chinese real estate market suffers a contagion.

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