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On The Market

148: Microchips, Chinese Real Estate "Rot," and a Global Economic Forecast w/The Motley Fool’s Bill Mann

Oct 11, 2023
37:37

The Chinese real estate crisis could mean much more for the global economy than you think. One economic giant falls, and other interconnected countries, like the United States, feel the shockwaves. As more and more bad news (or LACK of news) comes out of China, we have one question: how will our housing market, stock market, and government be affected? The Motley Fool’s Bill Mann is on to help answer.

Bill works as a “treasure hunter,” searching for underpriced but financially sound stock investments for all of The Motley Fool’s subscribers. As a result, Bill’s research goes far beyond the borders of the United States. He’s constantly looking at global markets and industries to see which could be on track for a meteoric rise.

In today’s episode, Bill walks us through China’s economic crisis, their “rotting” real estate, and what happens if they continue into a deflationary spiral. Then, we talk about Taiwan’s chip manufacturing monopoly and what would happen if a global conflict threatened this industry’s safety? Finally, Bill gives us a global economic forecast with his two cents on interest rates, the “economy of the future,” and the USD “wrecking ball.”

In This Episode We Cover

The spiraling Chinese economy and why their real estate is beginning to “rot” 

Chip manufacturing and the most important technological industry you’ve never thought about

Taiwan’s semiconductor monopoly and why the US is going to great lengths to protect it

The USD “wrecking ball” and how a strong dollar could hurt global economies 

One country that could become the “economy of the future” 

An interest rate prediction and whether or not Bill thinks the Fed has any more room to hike rates 

And So Much More!

Links from the Show

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Books Mentioned in the Show

Raising Private Capital by Matt Faircloth

The Hands-Off Investor by Brian Burke

Connect with Bill

Global Partners

Motley Fool Money

Value Hunters


Click here to listen to the full episode: https://www.biggerpockets.com/blog/on-the-market-148

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