Thursday, March 21, 2024

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: 

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 

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