The Jacob Shapiro Podcast

Weekly Update: Is China on a Treadmill to Hell?

Jul 29, 2022
Ask episode
Chapters
Transcript
Episode notes
1
Introduction
00:00 • 2min
2
What's Going on in the Markets This Week?
01:54 • 2min
3
The Markets Are Still Rallying
03:46 • 6min
4
Do You Think It's a Huge Deal?
09:18 • 2min
5
What's Going on in China?
11:34 • 4min
6
The Rebounding of the Chinese Equity Market
15:42 • 2min
7
The Canary in the Coal Mine Is Evergrand
17:44 • 3min
8
Is China on a Treadmill to Hell Am?
20:20 • 3min
9
The Inefficiency of the Investment Model in China
23:13 • 4min
10
Will China's Real Estate Bubble Burst?
27:12 • 3min
11
The Treadmill to Hell
30:22 • 5min
12
The Pansi Loop
35:47 • 3min
13
Is the Chinese Government a Buyer of Last Resort?
38:31 • 1min
14
The F T's Quote From a Chinese Banker Is, Bail Out the Developers, Give Them the Loans
39:32 • 5min
15
The Biggest Story in the World About Lack of Confidence
44:39 • 3min
16
Do You Think We're Going to Get Paid Back?
47:38 • 2min
17
Is There a Bubble or a Treadmill?
49:28 • 5min
18
She's Not a Dittator for the Sake of Being a Distort
54:30 • 5min
19
What Will Happen to China's Property Sector?
59:26 • 5min
20
Is the Real Estate Tax a Black Box?
01:04:41 • 3min
21
Is the World in on the Pansi Scheme?
01:08:11 • 4min
22
The Infocus Piece
01:12:21 • 3min