Description

In this episode of the Plutonomix Podcast, Laurie Kamhi and Barnaby Levin continue their discussion on China and the prospects of working with China either as frienemies or if that is even possible. They discuss the implications of either outcome on investing.

TIMESTAMPS

• [00:01] Intro
• [01:45] If China sneezes, everyone catches a cold
• [04:01] An economic disruption would bother us more than them
• [09:16] China’s new development phase
• [11:04 What do to in advance
• [11:44] Outro

RESOURCES

• The China Syndrome by Barnaby Levin
• Contact Barnaby
• Contact Laurie