Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14
Introduction
00:00 • 3min
The Pessimistic View on Growth in the US
02:30 • 4min
The Canary in the Coal Mine
06:32 • 5min
The History of China's Reopening
11:14 • 4min
The Chinese Rebalancing Argument
15:25 • 2min
The Chinese Reopening Thesis
17:45 • 3min
The Consequences of Chinese Equity Prices
20:53 • 4min
Shorting the Euro Is a Good Opportunity to Short the Euro
25:16 • 2min
The Importance of Russia's Oil Reopening
27:08 • 6min
The Rebound of Flight Bookings in March
32:47 • 2min
The Importance of China Consumption Reopening
35:12 • 4min
The Future of Foreign Direct Investment
39:13 • 5min
The Rise of the Manufacturing Economy in the United States
44:39 • 6min
The History of Economic Integration Between Argentina and the United States
50:13 • 3min