Manage episode 329318668 series 2679639
The Chinese reported how their economy has fared in the month of April 2022 - the results were very, very poor. It is tempting to say the illness is Beijing's 'Zero Covid' lockdown of hundreds of millions of souls. But the true illness is the long-term, degenerative money shortage.
----EP. 235 REFERENCES----
Synchronized Not Coronavirus: https://bit.ly/3sIimtF
Why CNY DOWN = BAD (Part 3) For Everyone: https://bit.ly/3Py0ZWk
Alhambra Investments Blog: https://bit.ly/3wh01G2
RealClear Markets Essays: https://bit.ly/38tL5a7
Epoch Times Columns: https://bit.ly/39ESkRf
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is "Playa Del Colina" by Giants' Nest.
Giants' Nest: https://www.epidemicsound.com/artists/giants-nest/
"Playa Del Colina": https://www.epidemicsound.com/track/bsHcO9r0R5/