ChinaTalk: GreatDepressionTalk with SemiAnalysis and Asianometry
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Doug gives his "we're heading for the end of the dollar-based world order" take.
Dylan has no idea what he's talking about when it comes to macro or politics.
We fail to arrive at the 2011 Obama-Boehner deal.
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Jordan Schneider is the host of the ChinaTalk podcast and newsletter. He previously worked at Kwai, Bridgewater and the Eurasia Group. His Chinese landscape paintings "show promise."
