A Global CapEx Supercycle?
The Jacob Shapiro Podcast · Jacob Shapiro
Audio is streamed directly from the publisher (podcasts.captivate.fm) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
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 Reopening
7:33-15:26 – G-20 Thoughts
15:26-32:13 – China’s Property Crisis
32:30-38:50 – Japan
38:50–end – Europe
Make sure to check out the Cognitive Dissidents site and services here.