I was interviewed on BusinessInsider about China. If you did not see it, this presentation covers a lot of points I discussed in this interview.
New to investing?
Explore these valuable guides to get started.
Related Articles
The Chinese Black Swan
Party rulers in China are trapped in a position that chess players deeply fear - zugzwang - where any move made puts you at disadvantage.
Video from China/Japan Presentation and DC Trip
I had been in DC a few times before but never really had time to see the city. I took my almost-ten-year-old son Jonah with me on this trip, and we had an amazing experience.
China – The Mother of All Gray Swans / Japan – Past The Point of No Return
Overcapacity + late-stage growth obsessive 1998 - 2008, economy grew at 10% a year. China's customers are overleveraged and are deleveraging.
Set the Bar High
The world today is riddled with unique economic, political, and demographic risks. Finding attractively priced assets that will perform well in spite of these challenges is excruciatingly difficult.
comments
0