Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26
Introduction
00:00 • 3min
The Importance of Having a Voice in Asset Prices
02:52 • 6min
The Effect of the Dollar on the Asian Crisis
08:35 • 3min
Stanley Druckenmiller's Leaked Prognosis for the US Economy
12:01 • 2min
The Importance of the PBOC's Open Financial Account
14:20 • 4min
The Relationship Between China's Manufacturing Surplus and Global GDP
18:02 • 3min
The Consequences of the Gold Standard
21:20 • 3min
The Persistence of the Gold Standard
23:56 • 5min
The High Savings Ratio in China
28:38 • 2min
The Volatility of China's Growth
30:18 • 6min
The Rise and Fall of Taiwan's Currency Crisis
35:53 • 3min
The Left Untame
39:19 • 5min
The Struggle to Find Balance in the US Economy
43:58 • 2min
The US Should Sort Out Its Game
46:04 • 4min
The Importance of a Balanced Economy
50:11 • 3min
The Challenge of China's Rebalancing
52:45 • 2min
The US's Rejection of the System
55:03 • 6min
The Japanese Yen and the Eurodollar System
01:00:39 • 3min
The Japanese Financial System Is the Biggest Dollar Intermediary in the World
01:04:01 • 4min
The Importance of Reserves
01:08:26 • 4min
Exorbitant and the Motivation to Hide
01:12:24 • 2min
The Minimum Reserve Ratio in China
01:14:24 • 2min
The Importance of Reserves
01:16:46 • 6min
The Hong Kong Dollar Peg
01:22:36 • 2min
The Fear of Breaking Apart
01:24:37 • 2min
The Importance of Inflation in an Economy
01:26:29 • 4min