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Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG.
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
(00:46) Economic False Alarms Over Past 5 Years
(05:44) The False Recession Signal of 2022
(19:36) VanEck Ad
(20:17) What Is The Cause Of So Much Economic Pessimism?
(26:26) Are Sovereign Debt Levels A Threat To Economy?
(39:56) Permissionless III Ad
(40:54) AI And Labor Productivity
(54:04) How To Prepare For Actual Material Economic Threats
(01:00:52) What Are The False Signals Of 2024?
(01:06:25) Geopolitical Risks
(01:13:10) U.S. / China Tensions
(01:17:22) Black Swan: Solar Flare
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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.
Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG.
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
(01:18) Has The Bearish Narrative On China's Collapse Gone Too Far?
(05:50) Collapse Of Evergrande Was NOT A "Lehman Moment," Argues Harburg
(10:21) Current State of Chinese Real Estate Market
(15:56) Is Economic Stimulus From The Chinese Government On Its Way?
(19:28) Are Chinese Policymakers Worried About Deflation?
(21:16) Western Goods Are Being "Slaughtered" By Chinese Consumption of Domestically-Produced Goods
(24:35) VanEck Ad
(25:29) Spending Is "Definitely Weak" As "People Are Losing Their Jobs"
(26:42) Not In DNA of Chinese Government To Enact a "Major Stimulus Package"
(28:59) India Is A "Mirage" Where Corruption Is Actually Higher Than In China, Argues Harburg
(36:46) Delisting of DiDi Was "Justified" But The Chinese Government Often Does Not Provide Sufficient Detail On Rationale Behind Policies
(41:01) The Chinese Labor Market
(43:09) Permissionless Ad
(44:15) The Chinese Stock Market
(49:28) Chinese Electric Vehicles
(54:19) Tariffs Against China: Why Chinese Leaders Would Prefer Trump Over Biden
(01:00:49) Does Beijing Look Fondly Upon Bank Credit Being Directed Away From Real Estate And Into Consumer Lending?
(01:06:21) Private Markets In China Are "Very Challenged"
(01:12:17) China's Central Bank (The People's Bank of China)
(01:14:11) Chinese Yuan
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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.
