Episode 45
A Global CapEx Supercycle?
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
38:50–end – Europe
Make sure to check out the Cognitive Dissidents site and services here.
This podcast uses the following third-party services for analysis:
Chartable - https://chartable.com/privacy
Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp
