5min chapter

Forward Guidance cover image

Pelosi’s Visit To Taiwan Has Angered China | Jacob Shapiro

Forward Guidance

CHAPTER

The Real Estate Crisis in China

The economic data out of China has been absolutely abysmal, PMIs, manufacturing, indices. I'm surprised at the recession where it is not thrown around more when talking about the Chinese economy because it's definitely contracting way more in nominal terms than the US. Real estate crisis that has stopped me in my tracks a little bit with China. If you get China wrong here, it doesn't matter how brilliant you are and everything else. It's the most important thing happening.

00:00

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode