| Have you ever heard of Immigration to China? Neither has Ed. But they will need immigrants to drive consumption for their economy. Check out Ed D'Agostino's full conversation with Shehzad Qazi, the managing director at China Beige Book here: -Q0 |
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Shehzad Qazi, the managing director at China Beige Book, pegs the probability of a US-China trade war in 2025 at 100%. He expects Trump to sign tariff legislation on day one of his second term.
In our interview, Shehzad discusses what this means for US-China relations, along with China’s staggering trade surpluses, and how Europe and emerging markets fit into the looming trade war.
We also cover the truth about China’s real estate crisis and the Taiwan problem. Shehzad says Taiwan might be less interested in defending itself against China than many here in the US would like.
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Ex-Wall Street Trader: The $8 Trillion Bubble Ready to Burst | Jared Dillian
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That old private equity model is mostly extinct. In its place, former Wall Street trader Jared Dillian sees an $8 trillion bubble, built on massive layers of debt across 17,000 private equity firms.
Jared says this bubble poses a systemic threat to the entire financial system, with the potential to implode in ways similar to what we experienced during the 2008 financial crisis. He also explains the opportunities it presents for investors who get ahead of it.
Jared just released a comprehensive white paper on the private equity bubble—and what he’s calling the “Big Short 2.0.” Access your FREE copy by clicking the link below.
Find Jared Dillian’s free exposé on private equity here:
https://www.jareddillianmoney.com/go/JD059AF031/MEC
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