Round 2: Chen Zhao And Marko Papic on China

Real Vision: Finance & Investing

Real Vision

Business, Business News, News, Investing

4.2 • 1K Ratings

🗓️ 10 September 2023

⏱️ 65 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Last year, Alpine Macro's chief global strategist Chen Zhao shared his global macro views with us, highlighting his optimism for the US economy and questioning Xi's policies for China. Reuniting with Clocktower Group’s chief strategist, Marko Papic, the pair will delve into China's possible implosion, the unexpected strength of the US economy, their outlook for markets, and the Ukrainian situation. To watch Marko and Chen’s conversation last year, please follow this link: https://www.realvision.com/shows/the-essential-conversation/videos/heres-what-you-wont-read-in-the-ft-xL8X Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:20.7	Think you know Disney Plus?
0:22.4	Think again.
0:23.4	Off end September 20th, must be $18 plus without an active Disney Plus subscription.
0:26.5	Off to three months, auto-renews and then current monthly premium price of $10.99 until cancelled.
0:56.5	Alright, welcome everyone to a Friday chat between Chen Zao, the macro maven of Montreal.
1:10.1	Look at that.
1:11.3	On anticipated alliteration.
1:13.4	I hope you're ready for a lot of those.
1:15.6	So macro maven of Montreal, that's what I'm going to call you Chen.
1:19.6	And I'm Mark O'Poppich, I'm Chief Strategist of the Park Tower Group.
1:23.0	So if Chen had a coaching tree, I would be on it because I work for Chen and with Chen
1:30.2	at BCA Research.
1:32.0	Chen is the founder and Chief Global Strategist at Alpine macro.
1:36.8	And Chen, I want to start off right away.
	...

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