Hedgeye Podcasts

Unscripted Equity Curiosity Season 3 Episode 9: “Some Boats Are Rising”; Felix Wang on China’s Easy COVID Comps, High Unemployment (& Likely Stimulus), & SOE’s Making 52-Week Highs

May 6, 2023
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1
Introduction
00:00 • 2min
2
The Decline of China's GDP
01:55 • 2min
3
The Uncertainty of Consumer Spending in China
04:19 • 3min
4
The Impact of Stimulus on China's Economy
07:47 • 3min
5
The Slowdown in China's Equities
10:50 • 3min
6
The Future of the Unemployment Situation
13:47 • 3min
7
The Impact of COVID on China's Economy
17:00 • 3min
8
The Implications of Chat GPT on Education
19:47 • 4min
9
Chinese Military Companies That Are Investable
23:17 • 2min
10
China in a Quad One or Quad Two for Q2
25:23 • 2min
11
The Volatility of the Equity Markets in China
27:16 • 5min