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Odd Lots

Hugh Hendry on the "Terrifying" Yen Move, and Risk of "Mad Max" Deflation

May 9, 2024
Hugh Hendry, former hedge fund manager of Eclectica and now the writer behind Acid Capitalist, shares his keen insights on today's financial landscape. He warns of the looming risks from Chinese deflation and the
47:34

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Podcast summary created with Snipd AI

Quick takeaways

  • China's GDP growth outpacing investments and household income, risking yuan devaluation.
  • Implications of Japan's

Deep dives

The Evolution of China's Economic Power and Impact on Global Competitiveness

The podcast delves into the rapid growth of Chinese firms across different industries, highlighting concerns about their increasing competitive edge over American companies. It discusses the implications of China's effective policy levers, such as President Xi Jinping's influence on directing massive investments towards sectors like electric vehicles and semiconductors.

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