Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15
Introduction
00:00 • 2min
China's Economy Is Rebalancing
02:11 • 2min
The HangSang Tech Rally in China
04:14 • 3min
The PBOC's Market Market Operations for the Day
07:27 • 4min
The Hangsang Cash Index Opened for Trading at 930 Am Due to a Typhoon
11:07 • 2min
The Aussie Dollar and the China Data Reaction
12:58 • 3min
Why the GDP Print Was So Bad in China 6.3% GDP Print
15:30 • 6min
Why Wall Street Cannot Get This China Call Right
21:25 • 3min
Why Wall Street Economists Won't Change Their View in Face of Overwhelming Evidence
24:17 • 3min
The Slow Consensus Pivot on China
26:55 • 3min
The Slow Pivots in China's Outlooks
30:15 • 3min
Goldman Cuts China Banks to Sell Rating
33:16 • 3min
China's July Polyp Urine Meeting
36:04 • 3min
The September FOMC Meeting Is a Good Day for a Long Volatility Event
38:58 • 2min
The Fundamental Core Starting Point for Investing in China
41:16 • 4min