What the Heck is Happening in China?

Jacob and Rob discuss the latest developments in geopolitics and markets. They dissect the U.S. inflation print before discussing why the euro is at a critical moment, why no one should be certain about China going into 2023, and some peripheral risks that aren’t being focused on enough. They also discuss Jacob’s savant-level soccer predictions.

Timestamps:

2:00-12:05 – U.S. Macro

12:05-20:10 – Pivotal moment for Europe

20:10-40:29 – China is confusing

40:14–48:20 – Canary in Southeast Asia

48:20-end – Grains + Argentina

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This podcast uses the following third-party services for analysis:

Chartable - https://chartable.com/privacy
Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp