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Blockworks에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Blockworks 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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Michael Drury on China's Trillion Dollar Secret and Why The U.S. Is Not Headed Imminently Into A Recession

1:17:06
 
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Manage episode 436314386 series 3300108
Blockworks에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Blockworks 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

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_

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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

  continue reading

434 에피소드

Artwork
icon공유
 
Manage episode 436314386 series 3300108
Blockworks에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Blockworks 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

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

  continue reading

434 에피소드

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