Evergrande
0 statements across 0 episodes · 0 bullish · 1 bearish · 3 people on the record · first statement Nov 8, 2021 by Jordi Visser · across every show →
Everything said about Evergrande, oldest first
Nov 8, 2021
Visser: Markets Mistakenly Treat Complex Crises Like Evergrande as Binary Outcomes
“The reality is there are so many other horses in the race other than it's going to finish first and it's going to finish last, which is the way most market people get to. There are so many outcomes on the distribution that they don't all end up in the same way…”
May 9, 2022 neutral
Bloom: 2021 Evergrande Analysis Ignored the Psychology of Deleveraging
“I wrote this thread about Evergrande when the collapse happened in 2021, and everyone had been writing about the technical side of this collapse. Everyone was writing about the bankruptcy and all the different numbers and like Fintwit, as it's called, was cove…”
Sep 22, 2025 negative
Wagner: Finepoint passed on distressed Chinese property developers
“Also take, for example, when the Chinese property developers all blew up, when Evergrande blew up back in 2023, we spent a lot of time trying to figure out, could we understand the risk? We ultimately decided we couldn't because so much of it was dependent upo…”