China's Real Estate Collapse Has Only Just Begun, Argues Brian McCarthy

Finally, you can easily access Bitcoin in a low-cost ETF with the VanEck Bitcoin Trust (HODL). Visit https://vaneck.com/HODLFG to learn more. VanEck Bitcoin Trust (HODL) Prospectus: https://vaneck.com/hodlprospectus/
__
Follow Brian McCarthy on Twitter   / briangobosox  
Follow VanEck on Twitter   / vaneck_us  
Follow Jack Farley on Twitter   / jackfarley96  
Follow Forward Guidance on Twitter   / forwardguidance  
Follow Blockworks on Twitter   / blockworks_  
__
Use code FG10 to get 10% off Blockworks’ Digital Asset Summit in March: https://blockworks.co/event/digital-a...
__

Timestamps:
00:00 Introduction
00:35 The Chinese Financial System Is A Giant Ponzi Scheme
05:17 The Property Bubble In China Is Popping (It's Still In Early Stages)
11:21 How The Chinese Banking System Works: Window Guidance -Forward Guidance
27:02 VanEck Ad
37:52 Views On The Chinese Stock Market
38:12 The Chinese Yuan (RMB) Must Be Devalued In Order To Stimulate The Chinese Economy
47:11 U.S. China Trade Policy, Under President Biden and Under President Trump
52:03 Much Of China's Bank Equity Is "Going To Be Wiped Out"
57:32 Why Would Chinese Communist Party (CCP) Not Stimulate Its Economy And Avoid Major Slowdown?
01:04:25 McCarthy's Long-Term Thesis On China: "They Will Go The Japan Path"
01:11:37 China's FX Reserves
01:14:06 Why Can't China Reinflate The Property Bubble?
01:17:31 Closing Thoughts On China
01:19:46 Macro Implications Of China's Slowdown On Global Economy

__
Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.