Round 2: Chen Zhao And Marko Papic on China

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Chen Zhao and Marko Papic return for a deep dive into Chen's prior insights and unfolding macro scenarios.

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-...

CHAPTERS
1 Chen's Macro Outlook 00:40
2 The Yield Curve 0:12:03
3 China's Macro Woe 0:17:56
4 Marko's Insights About Russia 0:29:25
5 U.S.-China Tensions 0:38:33
6 Where Are The Energy Markets Heading? 0:47:41

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