E31 - China COVID Policy: Locks H1, Keys H2

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By Weiss Multi-Strategy Advisers. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

When handicapping how markets will perform during the second half of the year, there is perhaps no bigger X factor than China, both in terms of how the government will act to combat the omicron variant while trying to open up and in terms of how its government will seek to stimulate its economy.

On today’s episode, G3 has Weiss’s deputy CIO Mike Edwards on Green Marbles to help make sense of it all. You may want to take notes on this one and also take note of our disclosure at the end of the episode. And with that, welcome.

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