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Michael Drury on China's Trillion Dollar Secret and Why The U.S. Is Not Headed Imminently Into A Recession

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Manage episode 436314386 series 3300108
Content provided by Blockworks. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Blockworks or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

This interview with Michael Drury explores how China’s problems affect the global economy, its economic advantages, and where it spends its trillion-dollar surplus. We also discuss the US economy’s resilience, why Michael doesn’t see a recession, and much more.

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

(00:31) The Risks Of Financialization

(02:07) Financial Market Signals

(05:37) China & The Global Economy

(09:44) China's Problems Are The World's Problem

(15:15) US Economic Resilience

(21:07) How Good Is The US Economy?

(27:11) Fed Vs Wall St. Priorities

(30:28) Comparing Major Economies

(37:18) China's Economic Advantages

(40:44) Where China Spends Its Money

(49:44) China's Growing Influence

(53:01) The US Economy & Inflation

(01:10:31) European Economy

(01:11:58) Asian Economies

(01:14:48) Camp Kotok

__

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

  continue reading

433 episodes

Artwork
iconShare
 
Manage episode 436314386 series 3300108
Content provided by Blockworks. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Blockworks or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

This interview with Michael Drury explores how China’s problems affect the global economy, its economic advantages, and where it spends its trillion-dollar surplus. We also discuss the US economy’s resilience, why Michael doesn’t see a recession, and much more.

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

(00:31) The Risks Of Financialization

(02:07) Financial Market Signals

(05:37) China & The Global Economy

(09:44) China's Problems Are The World's Problem

(15:15) US Economic Resilience

(21:07) How Good Is The US Economy?

(27:11) Fed Vs Wall St. Priorities

(30:28) Comparing Major Economies

(37:18) China's Economic Advantages

(40:44) Where China Spends Its Money

(49:44) China's Growing Influence

(53:01) The US Economy & Inflation

(01:10:31) European Economy

(01:11:58) Asian Economies

(01:14:48) Camp Kotok

__

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

  continue reading

433 episodes

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