World Ledger with Coco Kee China’s Woes, Gold & Bitcoin Surge, and the U.S. Dollar’s Dominance
No better time than now to take a step back and explore the global economy from a broader perspective. In this engaging new episode, I sit down with Shengbei Guo, CEO of New York-based GSB Podium Advisors, to unpack some of the most critical economic developments shaping the world. With his unique experience spanning the U.S., Japan, and China, Shengbei brings a global lens to these complex topics.
Here is what we cover in this episode:
- China’s economic challenges: We dig into the root causes behind its current struggles and what they mean for the global economy. Monetary and fiscal strategies: How is China working to revitalize its economy and what’s the potential outlook?
- Gold and Bitcoin rallies: We explore the driving forces behind these surges and what they signal for investors.
- The U.S. dollar’s dominance: Is its position as the world’s reserve currency under threat? We weigh the evidence.
- The global outlook: Shengbei shares his predictions for the economy and key asset classes moving forward.
Follow Shengbei:
LinkedIn: https://www.linkedin.com/in/shengbei-guo-9362811/
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Timestamps:
00:59 Challenges Facing China's Economy
02:07 The Unique Growth Model of China
04:48 The Turning Point: 2021
10:45 China's Transition to New Growth Engines
16:53 Monetary and Fiscal Policies
25:21 Global Trade and U.S. Dollar as a Reserve Currency
27:28 The Gold Rally, Bitcoin and MicroStrategy
39:17 2025 Economic Outlook and Asset Classes
42:51 Conclusion and Final Thoughts