President Xi

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jun 25, 2018 by James Aitken · across every show →

Everything said about President Xi, oldest first

Jun 25, 2018 bearish
Opinion
China Cannot Aggressively Deleverage Without Severe GDP Consequences
“The stock is still rising, and perhaps I'm being simplistic, but I don't see how you ever deflate what is frankly a gigantic liquidity bubble rolling from asset class to asset class inside China without some pretty stern consequences for Chinese GDP. And that'…”
James Aitken Jun 25, 2018 ▶ 52:49 James Aitken – Macro Strategist Extraordinaire (Capital Allocators, EP.58)
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