Betting On Zero Podcast with guest Anne Stevenson-Yang
Burke Koonce and John Fichthorn discuss the latest hot topics in politics, financial markets, and the cultural forces shaping the world around us. This is the fourth episode of season 2!
John, who appears regularly on the financial news networks, and Burke, who runs the Capitalism Maven site for TheStreet.com, have long discussed markets, politics and contemporary topics together. These discussions are sometimes turned into films such as Bet on zero. Keep your eyes peeled for their next film, which is due out in the first quarter of this year.
In this episode, we are joined by Anne Stevenson-Yang, who runs J Capital Research Ltd., a research company specializing in China. Anne is considered one of the premier China-focused investment research analysts on the planet and we were delighted to have her on board as China’s economic problems seem to be getting worse.
As Evergrande’s troubles spread and other companies feel the effects of the housing downturn, what will be the next shoe to fall? Will this impact asset classes beyond China?
No episode with Anne would be complete without discussing some good old Chinese shorts, some of which worked and some of which didn’t, but many of the actors involved who are still in the news today, and not in a good way.
Of course, like many discussions about China, this leads into a brief discussion about crypto, so this episode has a little something for everyone.
This is a great episode to kick off the new year. We hope you like it, and that you have a good weekend.