China's $6 TRILLION Decline Explained
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- Опубликовано: 1 авг 2024
- 🔥 𝗝𝗢𝗜𝗡 Real Vision for FREE rvtv.io/3MMeRfQ. Michael Nicoletos, founder and CEO of DeFi Advisors, sits down with Andreas Steno Larsen to discuss the state of China's economy, from mounting debt obligations in the property sector to banking concerns and the hidden debt crisis.
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Timestamps:
0:00 - Sponsor: Token2049 Event
1:03 - Overview of China's current economic landscape
1:39 - Michael's long-term concerns about China
2:08 - Decline in China's real estate and stock markets
3:21 - Comparison of China's M2 with the US
4:39 - Impact of housing debt on China's economy
5:24 - China's public deficit and its implications
7:08 - US vs. China in attracting global capital
9:05 - Weakening of the Chinese Yuan
10:17 - Strategies China might use to boost its economy
12:42 - Potential for a BRICS currency and China's ambitions
18:18 - Investment strategies for mitigating risks of a weaker dollar
20:01 - Gold as a hedge against currency devaluation
21:41 - Measuring capital flight from China
24:06 - Discrepancies in trade data indicating money outflow
26:07 - Using satellite and pollution data to gauge China's economic activity
27:09 - China's strategy with US treasuries
28:55 - Importance of gold purchases by China
30:34 - Speculations on China's future financial strategies
33:19 - Signs of instability in China's economic management
35:13 - Positive observations about China's copper accumulation and EV exports
37:36 - Europe's reaction to Chinese exports and trade policies
41:58 - European and Asian perspectives on the economic developments
45:29 - The importance of liquidity in the US financial system
47:18 - Long-term outlook on Europe and Russia's relationship
50:28 - Investments worth considering in China
52:26 - Summary of investment risks and opportunities in China
52:57 - Conclusion and final remarks
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Timestamps:
0:00 - Sponsor: Token2049 Event
1:03 - Overview of China's current economic landscape
1:39 - Michael's long-term concerns about China
2:08 - Decline in China's real estate and stock markets
3:21 - Comparison of China's M2 with the US
4:39 - Impact of housing debt on China's economy
5:24 - China's public deficit and its implications
7:08 - US vs. China in attracting global capital
9:05 - Weakening of the Chinese Yuan
10:17 - Strategies China might use to boost its economy
12:42 - Potential for a BRICS currency and China's ambitions
18:18 - Investment strategies for mitigating risks of a weaker dollar
20:01 - Gold as a hedge against currency devaluation
21:41 - Measuring capital flight from China
24:06 - Discrepancies in trade data indicating money outflow
26:07 - Using satellite and pollution data to gauge China's economic activity
27:09 - China's strategy with US treasuries
28:55 - Importance of gold purchases by China
30:34 - Speculations on China's future financial strategies
33:19 - Signs of instability in China's economic management
35:13 - Positive observations about China's copper accumulation and EV exports
37:36 - Europe's reaction to Chinese exports and trade policies
41:58 - European and Asian perspectives on the economic developments
45:29 - The importance of liquidity in the US financial system
47:18 - Long-term outlook on Europe and Russia's relationship
50:28 - Investments worth considering in China
52:26 - Summary of investment risks and opportunities in China
52:57 - Conclusion and final remarks
Michael Nicoletos offers great insights on mainland China’s economy in relation to U.S. and European economies. Thanks.
Glad you found the video helpful! Keep watching for more interesting discussions on financial markets.
Great Interview! I'll be looking for more content from Michael from now on.
The numbers! 😮 I have no words
Just attempting to adsorb the numbers!
Great interview... spot on!
This guy knows a lot of things that most institutional investors and economists don't know, this is through speaking to the right people.
It's amazing how valuable insights can come from unexpected sources!
The PBOC is moving the daily midpoint peg to USD up a fraction almost every single day for the last three months. It’s debasement in slow motion.
Thanks for pointing out this trend, it's important to stay informed about these developments.
Well like Japan, China surplus cash drawer is about three billion per day
@@ssuwandi3240 Even with current account surpluses both are printing money at twice the rate of the U.S. and the rate of M2 increase is steepening. Maybe the Fed will catch up at some point.
this was great
evning just joined and is impressed
Welcome to the community! We're glad to have you here.
In context is the China debt problem still small. I. E. 1.4 billion people, 10 trillion debt / 1.4 billion. And they mostly run a massive trade surplus.
Parabéns
Appreciate the support!
Are you aware of CBAM? Even though it is highly inflationary, it should at least avoid flooding the EU markets with products from non-low carbon/renewable products from outside of Europe.
Thank you for bringing up CBAM! It's definitely a topic that has been generating a lot of discussion.
Great content shame about the audio quality
Thank you for your feedback! We're working on improving the audio quality for future videos.
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Please separate your market or finance with real economy. don't make messy. Those are separate topics
Macro guys that " feel" something is going to happen!!!
Thanks for sharing your thoughts, it's always interesting to hear different perspectives.