Bull in a China Shop (Guest: Leonid Mironov)
ChinaEconomic DevelopmentTrade RelationsReal EstateEV Manufacturing
This episode covers various topics related to China's successes and failures, including its economic development, trade relations, real estate issues, EV manufacturing, advanced technology, commodity markets, and market performance. The guest, Leonid Mironav from Pacad Asset Management, shares insights based on his experiences and observations. Key points include China's focus on domestic development, its growing market share globally, advancements in EV manufacturing, challenges in the real estate sector, and the potential impact of AI on electricity needs. The episode also discusses commodity trends, investment opportunities, market manipulation, and personal stories.