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Michael Drury on China's Trillion Dollar Secret and Why The U.S. Is Not Headed Imminently Into A Recession
Manage episode 436314386 series 3300108
This interview with Michael Drury explores how China’s problems affect the global economy, its economic advantages, and where it spends its trillion-dollar surplus. We also discuss the US economy’s resilience, why Michael doesn’t see a recession, and much more.
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Follow Jack Farley on Twitter https://twitter.com/JackFarley96
Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance
Follow Blockworks on Twitter https://twitter.com/Blockworks_
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Timestamps:
(00:00) Introduction
(00:31) The Risks Of Financialization
(02:07) Financial Market Signals
(05:37) China & The Global Economy
(09:44) China's Problems Are The World's Problem
(15:15) US Economic Resilience
(21:07) How Good Is The US Economy?
(27:11) Fed Vs Wall St. Priorities
(30:28) Comparing Major Economies
(37:18) China's Economic Advantages
(40:44) Where China Spends Its Money
(49:44) China's Growing Influence
(53:01) The US Economy & Inflation
(01:10:31) European Economy
(01:11:58) Asian Economies
(01:14:48) Camp Kotok
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Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets
434 에피소드
Manage episode 436314386 series 3300108
This interview with Michael Drury explores how China’s problems affect the global economy, its economic advantages, and where it spends its trillion-dollar surplus. We also discuss the US economy’s resilience, why Michael doesn’t see a recession, and much more.
–
Follow Jack Farley on Twitter https://twitter.com/JackFarley96
Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance
Follow Blockworks on Twitter https://twitter.com/Blockworks_
__
Timestamps:
(00:00) Introduction
(00:31) The Risks Of Financialization
(02:07) Financial Market Signals
(05:37) China & The Global Economy
(09:44) China's Problems Are The World's Problem
(15:15) US Economic Resilience
(21:07) How Good Is The US Economy?
(27:11) Fed Vs Wall St. Priorities
(30:28) Comparing Major Economies
(37:18) China's Economic Advantages
(40:44) Where China Spends Its Money
(49:44) China's Growing Influence
(53:01) The US Economy & Inflation
(01:10:31) European Economy
(01:11:58) Asian Economies
(01:14:48) Camp Kotok
__
Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets
434 에피소드
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