BTC089: European Fragmentation Policy & Mounting Global Pressures w/ Alf Pecca (Bitcoin Podcast)
We Study Billionaires - The Investor’s Podcast Network
Navigating China's Real Estate Turbulence
This chapter explores the vast Chinese real estate market, analyzing its $55 trillion size and the impacts of regulatory changes leading to deleveraging. It also examines the ramifications of the Evergrande crisis, revealing systemic weaknesses and potential global economic consequences.
IN THIS EPISODE, YOU’LL LEARN:
- 01:34 - Alf's thoughts on the EU's Anti Fragmentation policy tool.
- 08:07 - Is Europe next for Yield Curve Control?
- 15:36 - What the CDS market is telling the world.
- 24:28 - Is Italy going to be the next Cyprus?
- 34:31 - Will the 10Y treasury make new lows on its yield?
- 39:24 - Alf's thoughts on the Eurodollar impact on global decisions versus local US decisions.
- 49:32 - Alf's thoughts on Chinese Real Estate crisis.
- 01:07:03 - Alf's thoughts on Bitcoin.
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
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