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
Introduction
00:00 • 2min
Malgrom Glinsman Partners: A New Perspective on Global Economic Development
02:15 • 4min
The Daily Macro News Letter
05:49 • 2min
The Fed Should Be Raising Rates Again
07:49 • 3min
The Trouble With Commercial Real Estate
10:31 • 4min
The Fed and the Recession
14:30 • 2min
The Eureka Moment in Liquidity
16:32 • 3min
The Effect of QE on the US Treasury Market
19:26 • 3min
The Implications of a Decoupling
22:25 • 3min
The US Decoupling From China
25:09 • 3min
The Impact of the Executive Order on China's Military Industrial Complex
28:30 • 4min
The Change in China's Security State
32:42 • 2min
The Risks of Investing in China
34:43 • 4min
How to Get Money Out of Hong Kong and Singapore
38:16 • 2min
The End of Due Diligence
40:44 • 3min
The Anti-Government Effect on Foreign Direct Investment
43:22 • 3min
The Implications of China Being the Next Japan
45:55 • 3min
The Implications of China's Real Estate Bubble
48:38 • 3min
China's Economic Decline
51:41 • 3min
China's Economy Is Disappointed
55:11 • 2min
How to Be a Successful Institutional Retailer
57:27 • 3min