Sunday, September 05, 2021

US debt, dollar-rmb, digital rmb (Gavekal)


I agree with Louis Gave's take on most of the topics discussed. Gavekal manages a China fixed income fund and some other China-focused funds, so he is talking his book. But the arguments stand on their own.

At ~45m, a good discussion of digital RMB and why it will break the technology record for fastest adoption by first 1 billion users. See earlier discussion (Ray Dalio) on de-dollarization and digital RMB here

This is a scary graph from Gave's presentation:

This is another good interview:

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