

Chinese Wobbles, BRICS' New World Order, San Fran Down The Pan
Aug 24, 2023
The podcast debunks predictions of a Chinese economic plummet, analyzes the lack of evidence supporting these claims, and explores potential issues in the housing sector. It also discusses how macroeconomists' expectations can influence market expectations, examines China's low inflation rate and its impact on economic growth, and highlights the recent scares in the Chinese housing market. Additionally, the podcast explores the BRICS summit and the agenda to reduce dependence on the US dollar, as well as troubling trends in the US housing market such as the decline in real estate activity in San Francisco and the exodus of investment firms from New York City.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 2min
Speculations on the Chinese Economy
01:46 • 11min
Analyst Expectations and Their Impact on Market
12:37 • 2min
Inflation Rates, Proxy Metrics, and the Chinese Economy
14:15 • 3min
Housing Market Scare and BRICS Summit
17:25 • 23min
Troubling Trends in the US Housing Market
40:09 • 9min