Top Traders Unplugged

IL02: Cold War & US Relations with China ft. James A. Fok


Listen Later

James A. Fok, Financial Markets Professional and author of the book, “Financial Cold War”, joins us today for a discussion on how the Great Leap Forward has had an impact on China as a society and why they start to experience a virtual societal collapse, the financial relationship between China and the U.S and how financial warfare between the two countries can create a global crisis. We also discuss the idea of financial mutually assured destruction and how the Western society can become more financially independent from China and vice versa, the notion of having a neutral reserve currency to create a more balanced financial relationship and much more.

-----

50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE

-----


Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.

IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.

And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfoliohere.

Learn more about the Trend Barometer here.

Send your questions to [email protected]

And please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.

Follow Kevin on SubStack & read his Book.

Follow James on LinkedIn & read his book.

Episode TimeStamps:

00:00 - Intro

02:58 - Who is James A. Fok & why did he write his book

07:30 - A virtual societal collapse in China

19:02 - An emerging scepticism?

25:03 - The balance payment deficit of the U.S

40:10 - Deepening the interdependencies between China and the U.S

50:14 - A fragmented financial relationship

56:59 - The possibility of a neutral reserve currency

01:02:50 - Takeaways from Niels

Copyright © 2024 – CMC AG – All Rights Reserved

----

PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:

1. eBooks that cover key topics that you need to know about

In my eBooks, I put together some key discoveries and things I have learnt during the more than 3 decades I have worked in the Trend Following industry, which I hope you will find useful. Click Here

2. Daily Trend Barometer and Market Score

One of the things I’m really proud of, is the fact that I have managed to published the Trend Barometer and Market Score each day for more than a decade...as these tools are really good at describing the environment for trend following managers as well as giving insights into the general positioning of a trend following strategy! Click Here

3. Other Resources that can help you

And if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. Click Here

Privacy Policy

Disclaimer

...more
View all episodesView all episodes
Download on the App Store

Top Traders UnpluggedBy Niels Kaastrup-Larsen

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

561 ratings


More shows like Top Traders Unplugged

View all
Chat With Traders by Ian Cox and Tessa Dao

Chat With Traders

1,986 Listeners

Odd Lots by Bloomberg

Odd Lots

1,789 Listeners

Macro Voices by Hedge Fund Manager Erik Townsend

Macro Voices

3,062 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

938 Listeners

Superinvestors and the Art of Worldly Wisdom by Jesse Felder

Superinvestors and the Art of Worldly Wisdom

414 Listeners

The Market Huddle by Patrick Ceresna & Kevin Muir

The Market Huddle

363 Listeners

Excess Returns by Excess Returns

Excess Returns

66 Listeners

Macro Hive Conversations With Bilal Hafeez by Bilal Hafeez

Macro Hive Conversations With Bilal Hafeez

93 Listeners

The Grant Williams Podcast by Grant Williams

The Grant Williams Podcast

1,352 Listeners

Supply Shock by Blockworks

Supply Shock

115 Listeners

Forward Guidance by Blockworks

Forward Guidance

276 Listeners

The Macro Trading Floor by Alfonso Peccatiello & Brent Donnelly

The Macro Trading Floor

214 Listeners

Macro Mondays by Andreas Steno Larsen

Macro Mondays

26 Listeners

Thoughtful Money with Adam Taggart by Adam Taggart | Thoughtful Money

Thoughtful Money with Adam Taggart

378 Listeners

Monetary Matters with Jack Farley by Jack Farley

Monetary Matters with Jack Farley

91 Listeners