Rob and Jacob break down false narratives on U.S. macro and on German de-industrialization before taking a trip around the world and looking at key issues in the EU-Hungary conflict, and China’s COVID-19 and real estate problems. They close with some optimism about Japan and ways of thinking about demographics and globalization in a rapidly changing world.

Timestamps:

1:22 - 10:40 - False Narratives in Macro

10:40 - 23:00 - German De-Industrialization

23:00 - 36:26 - Hungary's Bad Bets

36:26 - 43:00 - China's COVID-19 & Real Estate Problems

43:00 - End - Japan

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The Not-So-Sick Man of the Euro