Diego Parrilla: China Is Running Out Of Options

Diego Parrilla: China Is Running Out Of Options

Podcast
Podcaster
A unique financial markets podcast hosted by two young European macro stars that not only delivers insightful macro content, but also actionable investment ideas to investors across the world.

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vor 1 Jahr
On today’s episode of “The Macro Trading Floor,” Andreas and
Alfonso welcome best selling author and investment manager at
Quadriga Asset Management Diego Parrilla to the show for a
discussion on China. Diego makes the point that China's growth over
the past 20 years is no longer sustainable as they battle high debt
levels, demographic collapse & now social upheaval as citizens
boycott mortgage payments. Diego goes on to discuss recent FX moves
in USD, CNY & HKD before centering his actionable trade idea
around a single currency pair, but to hear that, you'll have to
tune in! -- DAS: Digital Asset Summit is crypto's most
institutional conference. DAS is the only conference that
truly combines the worlds of macro finance and crypto, with
speakers like Danielle DiMartino Booth, Mike Green, Jurrien Timmer,
Brent Johnson. Visit digitalassetsummit.io and sign up for 20%
off with code "MACRO." -- Follow Diego:
https://twitter.com/ParrillaDiego Follow Andreas:
https://twitter.com/AndreasSteno Follow Alfonso:
https://twitter.com/MacroAlf Follow Blockworks:
https://twitter.com/Blockworks_ Subscribe To The Macro Compass:
https://themacrocompass.substack.com/ Subscribe To Stenos Signals:
https://andreassteno.substack.com/ Get top market insights and the
latest in crypto news. Subscribe to Blockworks Daily Newsletter:
https://blockworks.co/newsletter/ -- Referenced In The Show:
China's Mortgage Boycotts Are a Problem for Xi:
https://www.bloomberg.com/news/newsletters/2022-07-20/china-s-mortgage-boycotts-are-a-problem-for-xi?sref=1STrqapn
-- Timestamps: (00:00) Introduction (01:03) The ECB Meeting (08:02)
DAS New York Conference (11:32) Feature Interview With Diego
Parrilla (13:35) The Chinese Economy (16:33) China's Mortgage
Boycotts (22:53) Currency Wars (26:02) Chinese Demographics (31:01)
Is The Hong Kong Dollar Peg At Risk? (34:40) Diego's Actionable
Trade Idea (49:50) Post Interview: Final Thoughts -- Disclaimer:
Nothing discussed on The Macro Trading Floor should be considered
as investment advice. Please always do your own research &
speak to a financial advisor before thinking about, thinking about
putting your money into these crazy markets.

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