Episode 21

Weekly Update: Rising Yen, China Real Estate, and Investing in Nuclear

This weeks discussion covers the rising Yen, the awkard bubble that constitutes the Chinese real estate market, and what it looks like to invest in nuclear in the 21st century. Hint: Nuclear and Coal have a lot of animosity to overcome between their respective camps.

Timestamps

1:12-24:00 – Around the world + China + Taiwan

24:00-30:50 – The Japanese Yen

30:50-end – Turning Coal into Nuclear

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

About the Podcast

Show artwork for The Jacob Shapiro Podcast
The Jacob Shapiro Podcast
Geopolitical and Financial Insights