This is an early cut of the Evergrande podcast episode coming out next week on Fed Watch. I discuss the proper context in which to view Evergrande, and give details on what I see going on over there in China.
We started talking about Evergrande on episode #60 of Fed Watch, and I call recession there in within 3 months.
Screen shares from episode
Episode #60 back on August 11, 2021: https://youtu.be/SjUDaMYY7Qc?t=1680
Tweet thread by LastBearStanding in July: https://threadreaderapp.com/thread/1417492372573798412.html
Tweet thread by INArteCarlosDoss about misallocation:
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