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


