Rob and Jacob break down false narratives on U.S. macro and on German de-industrialization before taking a trip around the world and looking at key issues in the EU-Hungary conflict, and China’s COVID-19 and real estate problems. They close with some optimism about Japan and ways of thinking about demographics and globalization in a rapidly changing world.
Timestamps:
1:22 – 10:40 – False Narratives in Macro
10:40 – 23:00 – German De-Industrialization
23:00 – 36:26 – Hungary’s Bad Bets
36:26 – 43:00 – China’s COVID-19 & Real Estate Problems
43:00 – End – Japan
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