China and the Everything Bubble, With Kevin Smith of Crescat Capital - a podcast by Nathaniel E. Baker

Kevin Smith of hedge fund firm Crescat Capital in Denver joins the podcast to discuss his views on China and other asset bubbles, which he considers ripe for implosion.

China heading into an economic downturn (2:00) and why its currency hasn't faced any real devaluation, the situation in Hong Kong (3:50) and short HKD trade, the maturing economic expansion in the US (7:37), fiat currency debasement and bullish case for precious metals (11:35), background about Kevin (17:32).

Not intended as investment advice.

Further episodes of The Contrarian Investor Podcast

Further podcasts by Nathaniel E. Baker

Website of Nathaniel E. Baker