AlhambraTube: https://bit.ly/2Xp3roy

Apple: https://apple.co/3czMcWN

Deezer: https://bit.ly/3ndoVPE

iHeart: https://ihr.fm/31jq7cI

TuneIn: http://tun.in/pjT2Z

Castro: https://bit.ly/30DMYza

Google: https://bit.ly/3e2Z48M

Spotify: https://spoti.fi/3arP8mY

Pandora: https://pdora.co/2GQL3Qg

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

PlayerFM: https://bit.ly/3piLtjV

PocketCast: https://pca.st/encarkdt

SoundCloud: https://bit.ly/3l0yFfK

ListenNotes: https://bit.ly/38xY7pb

AmazonMusic: https://amzn.to/2UpEk2P

PodcastAddict: https://bit.ly/2V39Xjr


Twitter: https://twitter.com/JeffSnider_AIP
Twitter: https://twitter.com/EmilKalinowski
Art: https://davidparkins.com/

Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski, target of CIA prank calls. Artwork by David Parkins.


35.3 China’s 5-Year Plan Abandons Globalization?!?
Communists in Beijing have a better grasp of the world economy’s direction than the capitalists in Washington, London and Brussels. Beijing’s 14th Five-Year Plan hints at an isolated Chinese economy, an island unto itself.


00:05 China’s  1st Five-Year Plan (1953-57): copying the Soviet industrialization
02:29 China’s  2nd Five-Year Plan (1958-62): catastrophic human loss of Great Leap Forward; CIA
09:13 China’s  5th Five-Year Plan (1976-80): opening up to market-based resource allocation
13:22 China’s 13th Five-Year Plan (2016-20): retreating from market-based resource allocation
20:18 Chinese exports and imports are up around 10% each since October 2014, in total!
22:56 Chinese consumer price inflation does not signal economic expansion (lowest in 11 years)


Xi Jinping Is Mao, Only For His Focus to Be On Technology: https://bit.ly/35ubOnf
The Prices And Costs Of What Xi Believes He’s Got To Do: https://bit.ly/32E1SWr
Moving The Bird Back Into Its (Old) Cage: https://bit.ly/35tDkB4
Alhambra Investments Blog: https://bit.ly/2VIC2wW
RealClear Markets Essays: https://bit.ly/38tL5a7