Russell Clark: Japan, China, and USD reserve status — Manifold #56

 

Russell Clark is a hedge fund investor who has lived and worked in both Japan and China. He writes the widely followed Substack Capital Flows and Asset Markets: https://www.russell-clark.com/ 

Steve and Russell discuss: 

0:00 Introduction 

0:52 Russell's background and experiences in Japan 

13:25 Hong Kong and finance 

31:53 China property bubble 

48:54 Dollar status as global reserve currency 

56:09 Japan and China economies from a long run perspective 

1:05:07 Inflation, US economy, and macro observations 

Audio-only and Transcript