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Show Notes
Nicholas Glinsman, macro investor and co-founder of Malmgren Glinsman Partners, returns to Forward Guidance to update viewers on banks, commercial real estate, and China. Glinsman says that he and his partner Harald Malmgren expect a ban on new foreign investment into China will be “imminently” passed via executive order of U.S. President Biden.
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And use code “Blockworks” for discounted rate of $40,000 / year. Clients can be expect publication of research 1-4 times per month.
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Timestamps:
(00:00) The De-Dollarization Narrative
(04:28) Maybe The Fed Is Not Done Hiking?
(05:48) Banking System
(08:43) Commercial Real Estate
(32:30) Views on Bond Yields and Volatility
(42:10) China and Reverse CFIUS
(01:18:07) Imminent Ban On Foreign Investment Into China Is Coming, Says Glinsman
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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.