

Macro Mondays #57 - It’s a GUNG HO SUMMER!
Jul 15, 2024
This podcast discusses a potential 'gung ho summer' in macro economics, German Bitcoin sell-off, US CPI numbers, impact of shipping disruptions on consumer prices, Chinese economy analysis, and portfolio trends with trade alerts.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Intro
00:00 • 2min
US CPI Numbers, Traffic Jams, Bitcoin, and China's Situation
01:50 • 11min
Impact of Shipping Disruptions and Bitcoin Seizure on Market
12:30 • 16min
Analysis of Chinese economy and upcoming policy plenum
28:31 • 3min
China's Focus on Building Middle Class and Potential Dollar Interventions
31:22 • 8min
Portfolio Trends and Event Promotion
39:30 • 3min