RiskReversal Pod China's Debt Dilemma + Crude Trade Update | MRKT Call
Dec 5, 2023
China's debt dilemma, crude trade update, BlackRock's rate-bet warning. Impact of Chinese debt on global economy, potential deflationary readings. Performance of S&P and Nasdaq futures, mega cap tech stock sell-off. Impact of oil prices on energy companies and political figures. Discussion on gold prices and central bank buying. Lessons from recent sell-off in metaverse and AI stocks.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
China's Debt and Global Economy
01:33 • 6min
Impact of Data on the Economy
07:58 • 10min
Performance of S&P and Nasdaq Futures
18:26 • 6min
Impact of Oil Prices on Energy Companies and Political Figures
24:24 • 3min
Gold prices, central bank buying, and views on gold and crude oil
27:49 • 13min
Sell-off in Metaverse and AI Stocks: Lessons from the Past
40:38 • 3min