🔥 Get FREE ACCESS to Real Vision rvtv.io/3MMeRfQ Timestamps: 0:00 - Sponsor: Token2049 Event 1:03 - Overview of China's current economic landscape 1:39 - Michael's long-term concerns about China 2:08 - Decline in China's real estate and stock markets 3:21 - Comparison of China's M2 with the US 4:39 - Impact of housing debt on China's economy 5:24 - China's public deficit and its implications 7:08 - US vs. China in attracting global capital 9:05 - Weakening of the Chinese Yuan 10:17 - Strategies China might use to boost its economy 12:42 - Potential for a BRICS currency and China's ambitions 18:18 - Investment strategies for mitigating risks of a weaker dollar 20:01 - Gold as a hedge against currency devaluation 21:41 - Measuring capital flight from China 24:06 - Discrepancies in trade data indicating money outflow 26:07 - Using satellite and pollution data to gauge China's economic activity 27:09 - China's strategy with US treasuries 28:55 - Importance of gold purchases by China 30:34 - Speculations on China's future financial strategies 33:19 - Signs of instability in China's economic management 35:13 - Positive observations about China's copper accumulation and EV exports 37:36 - Europe's reaction to Chinese exports and trade policies 41:58 - European and Asian perspectives on the economic developments 45:29 - The importance of liquidity in the US financial system 47:18 - Long-term outlook on Europe and Russia's relationship 50:28 - Investments worth considering in China 52:26 - Summary of investment risks and opportunities in China 52:57 - Conclusion and final remarks

Michael Nicoletos offers great insights on mainland China’s economy in relation to U.S. and European economies. Thanks.

@RealVisionFinance

24 күн бұрын

Glad you found the video helpful! Keep watching for more interesting discussions on financial markets.

Great Interview! I'll be looking for more content from Michael from now on.

The numbers! 😮 I have no words

@CrispinBac0n

24 күн бұрын

Just attempting to adsorb the numbers!

Great interview... spot on!

The PBOC is moving the daily midpoint peg to USD up a fraction almost every single day for the last three months. It’s debasement in slow motion.

@RealVisionFinance

24 күн бұрын

Thanks for pointing out this trend, it's important to stay informed about these developments.

@ssuwandi3240

23 күн бұрын

Well like Japan, China surplus cash drawer is about three billion per day

@jwholmes2

23 күн бұрын

@@ssuwandi3240 Even with current account surpluses both are printing money at twice the rate of the U.S. and the rate of M2 increase is steepening. Maybe the Fed will catch up at some point.

This guy knows a lot of things that most institutional investors and economists don't know, this is through speaking to the right people.

@RealVisionFinance

18 күн бұрын

It's amazing how valuable insights can come from unexpected sources!

this was great

evning just joined and is impressed

@RealVisionFinance

18 күн бұрын

Welcome to the community! We're glad to have you here.

In context is the China debt problem still small. I. E. 1.4 billion people, 10 trillion debt / 1.4 billion. And they mostly run a massive trade surplus.

Parabéns

@RealVisionFinance

12 күн бұрын

Appreciate the support!

❤❤❤

Are you aware of CBAM? Even though it is highly inflationary, it should at least avoid flooding the EU markets with products from non-low carbon/renewable products from outside of Europe.

@RealVisionFinance

18 күн бұрын

Thank you for bringing up CBAM! It's definitely a topic that has been generating a lot of discussion.

Great content shame about the audio quality

@RealVisionFinance

22 күн бұрын

Thank you for your feedback! We're working on improving the audio quality for future videos.

Macro guys that " feel" something is going to happen!!!

@RealVisionFinance

18 күн бұрын

Thanks for sharing your thoughts, it's always interesting to hear different perspectives.

Please separate your market or finance with real economy. don't make messy. Those are separate topics