A Global CapEx Supercycle?

Mike Edwards is Deputy CIO at Weiss Multi-Strategy Advisers.Jacob and Mike discuss China headlines briefly before diving into the main topic: whether the Chinese Communist Party can encourage alternatives to property as an investment vehicle in China. From there they touch on Japan briefly before concluding with some bullish thoughts on Europe.Timestamps:1:13-7:33 – China COVID Reopening7:33-15:26 – G-20 Thoughts15:26-32:13 – China’s Property Crisis32:30-38:50 – Japan38:50–end – EuropeMake sure to check out the Cognitive Dissidents site and services here.This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp

Om Podcasten

Hosted by Jacob Shapiro, the Jacob Shapiro Podcast is long-form exploration of geopolitics, markets, crypto, agriculture, macro-finance, commodities, ForEx, and much much more! Tune in biweekly for interviews with experts across the globe, and weekly for roundups of global financial and geopolitical events!This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp