Mining Stock Daily cover image

The West's Dependency on Chinese Metals Left the Room with Hu Jintao

Mining Stock Daily

00:00

COVID - What Your Eyes Are Telling You Is Something Else

In 2009, we were bailed out by the Chinese fiscal stimulus. That's why it was a commodity driven rally. And once you say that the ghost cities, you know, you become bearish while the actual data is bullish. But so what my eyes were seeing was bearish, but then the fiscal stimulus and the data was bullish. The Glencore guys just picked it up straight away where some uneducated person like me took me a while to figure that out. Let's look.

Play episode from 12:03
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app