———WHERE———
AlhambraTube: https://bit.ly/2Xp3roy
Apple: https://apple.co/3czMcWN
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Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
Overcast: https://bit.ly/2YyDsLa
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SoundCloud: https://bit.ly/3l0yFfK
PodcastAddict: https://bit.ly/2V39Xjr
———WHO———
Twitter: https://twitter.com/
Twitter: https://twitter.com/
Art: https://davidparkins.com/
Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski. Artwork by David Parkins.
———WHY———
34.1 China’s New 5-Year Plan: Globalization is Dead
Does Xi Jinping, General Secretary of the Chinese Communist Party, have a BETTER understanding of the global economy than capitalists? China’s newest Five-Year Plan is sending the following signals: (A) Globalization is dead. (B) The world’s monetary order has broken. (C) Bye.
———WHEN———
01:32 What does Chinese livestock use tell us about global money flows?
03:24 China’s 14th Five-Year Plan is heavy on the “qualitative” but light on the “quantitative”
06:27 The 14th Five-Year Plan… it has until 2035. Wait, wut? A 15-year Five-Year Plan? Why?!
11:00 About 600 to 800 million Chinese are being told there’s no more room in the middle class.
14:01 What is the monetary Impossible Trinity? How is Chinese monetary policy constrained?
18:59 Can communists innovate? History suggests invention and technology lags capitalist systems
20:15 China’s 14th Five-Year Plan says: globalization is dead, the monetary order is broken; bye
———WHAT———
China’s 1st 15-year Xi-athon: https://bit.ly/3p4vo11
E$U M.S. Ep. #17 – From Bond Yields to Communism, Don’t Call It A Comeback: https://bit.ly/32kijag
Washington looms large over drafting of China’s next five-year plan: https://on.ft.com/2U0T1JF
Alhambra Investments Blog: https://bit.ly/2VIC2wW
RealClear Markets Essays: https://bit.ly/38tL5a7
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