Macro Mondays #12 - USD patriots vs. CNY patriots - Guest: Tony Nash
Aug 27, 2023
Former Director at The Economist Intelligence Unit in Asia, Tony Nash, joins the hosts to discuss the evolving crisis in Beijing. They talk about the impact of the weak Chinese currency on import prices, the downfall of the banking industry in Ireland, and portfolio bets on European vulnerability and Asian assets. They also explore the similarities between the Euro and the Korean won and offer an exclusive discount for the audience.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Introduction
00:00 • 2min
Recessionary Vibes in Germany and the Impact on Europe and China
01:32 • 6min
Analyzing the Significance of the $7.30 Line and its Impact on Market Returns
07:53 • 2min
The Impact of Weak Chinese Currency on Import Prices
10:00 • 30min
Political Tactics and US Politics
39:45 • 9min
The Downfall of the Banking Industry in Ireland and the Blame Game
48:24 • 2min
Portfolio Bets, European Vulnerability, and Relative Value of Euro and Asian Assets
49:59 • 3min
Discussion on Euro and Korean Won, Proxy Trading, and Exclusive Offer
53:22 • 2min