The ACID Capitalist Podcast HedgeFund Masterclass: CHINA CRASH 2024
Macro Confessions Part XXV (APRIL,2012) This week Hugh felt a movement in the time-expanse of the financial universe. In a land far, far away, an elderly, wise man of his acquaintance, his Master and Macro overlord bore testimony to a prophecy of bad tidings.
Despite their evident excitement, the boys compose themselves and set about deciphering the godfather of macro, George Soros, and his latest missives delivered in a face-off challenge to China's President Xi.
No new Hedge Fund wannabee can afford to miss this journey from the past to the present day where the Time Lord reveals his trippy macro insights and explains why his own apocalyptic warnings from 12 years ago may now be bearing fruit.
This week, in the high stakes game of international trade, they ask, is China the nation that reneged? Does history repeat? Has the Chinese property market mimicked the unstable rise of the DJI in the 1920s? Will there be blood? They wince as they consider the ramifications and ponder how best to start a mania.
Regrets for being 10 years early? Perhaps, admits a frank Hugh, if only he had used the Chinese zodiac. Can the world save China, asks Chris? Hugh compares it to the gripping finale of The Squid Game. The curious tale of the Brazilian Icarus, Eike Batista, is revealed as well as the Soros Open Society. Just why do America's right revere Vlad the Blunderer? And will the rubble's gold backing protect the expansive Putin's flank? Not bloody likely! Snorts a dismissive Acid Capitalist.
In probably the best of the series, Hugh takes us from the Gold Standard to Bretton Woods and now the last days of the EuroDollar Standard. A China reset will likely usher in the end of the dollar hegemony, how will nations reconfigure after the great crash?
Chris continues to spin his wheel...
Can you dare miss this special issue..?
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