Inflation’s Much Exaggerated Demise + The Power of Soft Power
The Jacob Shapiro Podcast · Jacob Shapiro
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Show Notes
It has been a deceptively quiet week in markets and geopolitics. Rob and Jacob give you the sober update you need on the SVB crisis and why they are more worried about other things, like corporate debt and a private equity bubble. From there, they tackle the big China-Russia meeting this week and engage in a wide-ranging conversation about whether China has “soft power” and whether China’s future is necessarily authoritarian.
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Timestamps:
(0:00) - Intro
(2:11) - Market Update
(14:48) – How to think about debt
(28:05) – The Xi-Putin visit and the future of China
(36:48) - Soft Power
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