MacroVoices #324 Louis-Vincent Gave: A Major Geopolitical Transformation Is Underway
Macro Voices
00:00
Are Treasuries Safe?
We live in this cancel culture in the western world. The marginal buyer, since the acient crisis, has been coming out of emerging markets. Emerging market investor is now afraid of being on the wrong side of cancel culture. What i have feared is that the next battle might be the battle of china and tiwan. How close is china to potentially trying to forcefully take tian, which it claims as its back? And of course, tian doesn't see it that way.
Play episode from 33:26
Transcript
