Macro Mondays

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!
Ask episode
Chapters
Transcript
Episode notes