34 min
E70 - Red Balloons, Red Lines, and Red Herrings In Search of Green Marbles
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- Investing
Weiss’s China expert, Mike Edwards, summarizes the current state of Sino-US relations and the potential consequences of Russia’s war with Ukraine.
In recent weeks, the rhetoric exchanged by US and Chinese leaders has reached a feverish pitch. But bluster and hot air are not the only factors to keep in mind when analyzing the trajectory of Sino-US relations. G3 is delighted to have Weiss's China expert, Mike Edwards on Green Marbles this week. Mike has plenty to say on where things stand between the US and China, China's relationship with Russia, and what all of this implies for markets in the coming months.
Please check important disclosures at the end of the episode.
Time Stamps:
Is there a connection between the balloon controversy and the space race between the US and China? [4:22]What moves and countermoves have the US and China undertaken since the balloon flap? [6:48]Is the Russia-Ukraine war a proxy war for the US and China? [11:31]Why is Wang Yi an important figure in US-Chinese diplomatic relations? [16:53]What are the implications of the Russia-Ukraine war for markets? [22:56]How will China's reopening impact different market sectors? [29:31]
Resources:
After UFO shoot-downs, senators fret over holes in homeland securityBio of Wang YiUkraine war shifts global power relations as China asserts roleLuxury sector eyes reopening of China
Disclosures: This podcast and associated content (collectively, the “Post”) are provided to you by Weiss Multi-Strategy Advisers LLC (“Weiss”). The views expressed in the Post are for informational purposes only and are subject to change without notice. Information in this Post has been developed internally and is based on market conditions as of the date of the recording from sources believed to be reliable. Nothing in this Post should be construed as investment, legal, tax, or other advice and should not be viewed as a recommendation to purchase or sell any security or adopt any investment strategy. Past performance is no guarantee of future results. You should consult your own advisers regarding business, legal, tax, or other matters concerning investments. Any health-related information shared on the podcast is not intended as medical advice or for use in self-diagnosis or treatment. Please consult a qualified healthcare professional before acting upon any health-related information on the podcast. Weiss has no control over information at any external site hyperlinked in this Post. Weiss makes no representation concerning and is not responsible for the quality, content, nature, or reliability of any hyperlinked site and has included hyperlinks only as a convenience. The inclusion of any external hyperlink does not imply any endorsement, investigation, verification, or ongoing monitoring by Weiss of any information in any hyperlinked site. In no event shall Weiss be responsible for your use of a hyperlinked site. This is not intended to be an offer or solicitation of any security. Please visit www.gweiss.com to review related disclosures and learn more about Weiss.
Weiss’s China expert, Mike Edwards, summarizes the current state of Sino-US relations and the potential consequences of Russia’s war with Ukraine.
In recent weeks, the rhetoric exchanged by US and Chinese leaders has reached a feverish pitch. But bluster and hot air are not the only factors to keep in mind when analyzing the trajectory of Sino-US relations. G3 is delighted to have Weiss's China expert, Mike Edwards on Green Marbles this week. Mike has plenty to say on where things stand between the US and China, China's relationship with Russia, and what all of this implies for markets in the coming months.
Please check important disclosures at the end of the episode.
Time Stamps:
Is there a connection between the balloon controversy and the space race between the US and China? [4:22]What moves and countermoves have the US and China undertaken since the balloon flap? [6:48]Is the Russia-Ukraine war a proxy war for the US and China? [11:31]Why is Wang Yi an important figure in US-Chinese diplomatic relations? [16:53]What are the implications of the Russia-Ukraine war for markets? [22:56]How will China's reopening impact different market sectors? [29:31]
Resources:
After UFO shoot-downs, senators fret over holes in homeland securityBio of Wang YiUkraine war shifts global power relations as China asserts roleLuxury sector eyes reopening of China
Disclosures: This podcast and associated content (collectively, the “Post”) are provided to you by Weiss Multi-Strategy Advisers LLC (“Weiss”). The views expressed in the Post are for informational purposes only and are subject to change without notice. Information in this Post has been developed internally and is based on market conditions as of the date of the recording from sources believed to be reliable. Nothing in this Post should be construed as investment, legal, tax, or other advice and should not be viewed as a recommendation to purchase or sell any security or adopt any investment strategy. Past performance is no guarantee of future results. You should consult your own advisers regarding business, legal, tax, or other matters concerning investments. Any health-related information shared on the podcast is not intended as medical advice or for use in self-diagnosis or treatment. Please consult a qualified healthcare professional before acting upon any health-related information on the podcast. Weiss has no control over information at any external site hyperlinked in this Post. Weiss makes no representation concerning and is not responsible for the quality, content, nature, or reliability of any hyperlinked site and has included hyperlinks only as a convenience. The inclusion of any external hyperlink does not imply any endorsement, investigation, verification, or ongoing monitoring by Weiss of any information in any hyperlinked site. In no event shall Weiss be responsible for your use of a hyperlinked site. This is not intended to be an offer or solicitation of any security. Please visit www.gweiss.com to review related disclosures and learn more about Weiss.
34 min