We’re excited to share our conversation with Huw Mackay, former BHP chief economist.

Huw is a leading economist and strategist with deep insight into China, global macroeconomics and commodities. We invited him on the show so we could learn about the headline grabbing China stimulus, the challenges facing the world’s 2nd largest economy, the ramifications for commodities and Australia, as well as metals with intriguing set-ups, the de-globalisation trend, gold buyers and more. 

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All information in this podcast is for education and entertainment purposes only and is of general nature only.

The hosts of Money of Mine (MoM) are not financial professionals. MoM and our Contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional.

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(0:00:00)Introd

(0:01:50)China stimulus

(0:15:18)Chinese housing crisis

(0:24:37)Chinese equity rally

(0:31:24)Plateau of crude steel production

(0:39:35)Ominious signs for ASX iron ore players?

(0:51:37)Lessons from commodity forecasting 

(1:02:29)The copper set up

(1:10:47)Other interesting setups

(1:21:24)De-globalisation & inflation

(1:29:04)Cent