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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

China's Overvalued Housing Market and Potential Market Bubble

This chapter discusses the overvalued Chinese housing market, highlighting the high cost of apartments in major cities compared to income. It also emphasizes the scale of the Chinese real estate market and its potential bubble. The chapter briefly mentions the potential impact on Bitcoin and speculates on the likelihood of central bank interventions.

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