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#3 - Why is everyone so obsessed with the BRICS currency? Guest: Jacob L. Shapiro

Macro Mondays

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The US-China Relationship at This Juncture

I don't have a lot of hope for the US-China relationship. I think we will think about Russian history before and after Pragoshan's coup. The vibes around investing in mainland China seem extremely —appas more right now, if that's the right word to use. We are still at CI technically long, 10 cent, although we got in fairly low there, so we're just willing to play it out. But you can get the geopolitics right and be completely wrong on the investment just because you're right.

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