

Macro Mondays #70 - The Beijing Nothing Burger
Oct 15, 2024
Dive into China's recent stimulus efforts, humorously dubbed the 'Beijing bazooka,' and their implications for global markets. Explore how U.S. liquidity concerns intertwine with potential shifts in monetary policy. Discover the latest trends in inflation and how geopolitical tensions, especially in the Israel-Hezbollah conflict, influence oil prices. Delve into innovative ways to earn yields on gold and silver while preserving wealth amidst economic uncertainties. Join the discussion on capital flows and hedge fund strategies!
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Intro
00:00 • 2min
China's 'Beijing Bazooka': Stimulus Insights
01:56 • 7min
China's Stimulus and Global Impact
09:18 • 12min
Global Macroeconomic Trends and Inflation Insights
21:29 • 5min
Geopolitical Dynamics in the Israel-Hezbollah Conflict
26:31 • 7min
Geopolitical Dynamics and Wealth Preservation Strategies
33:10 • 3min