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Timestamps:
00:00 Introduction
01:18 Has The Bearish Narrative On China's Collapse Gone Too Far?
05:50 Collapse Of Evergrande Was NOT A "Lehman Moment," Argues Harburg
10:21 Current State of Chinese Real Estate Market
15:56 Is Economic Stimulus From The Chinese Government On Its Way?
19:28 Are Chinese Policymakers Worried About Deflation?
21:16 Western Goods Are Being "Slaughtered" By Chinese Consumption of Domestically-Produced Goods
24:35 VanEck Ad
25:29 Spending Is "Definitely Weak" As "People Are Losing Their Jobs"
26:42 Not In DNA of Chinese Government To Enact a "Major Stimulus Package"
28:59 India Is A "Mirage" Where Corruption Is Actually Higher Than In China, Argues Harburg
36:46 Delisting of DiDi Was "Justified" But The Chinese Government Often Does Not Provide Sufficient Detail On Rationale Behind Policies
41:01 The Chinese Labor Market
43:09 Permissionless Ad
44:15 The Chinese Stock Market
49:28 Chinese Electric Vehicles
54:19 Tariffs Against China: Why Chinese Leaders Would Prefer Trump Over Biden
01:00:49 Does Beijing Look Fondly Upon Bank Credit Being Directed Away From Real Estate And Into Consumer Lending?
01:06:21 Private Markets In China Are "Very Challenged"
01:12:17 China's Central Bank (The People's Bank of China)
01:14:11 Chinese Yuan

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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.

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