ep. 35

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How To Trade The Chinese Turbulence | Alex Campbell

We apologise for any minor audio issues you may experience on today's episode.

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On today's episode of "The Macro Trading Floor," Andreas and Alfonso welcome Alex Campbell, the Founder of Rose AI, to the show for a discussion on the current situation in China.


As inflation, de-globalization, and tight commodity markets continue to impact markets, Alex provides insights on the best ways to protect yourself in today's environment. Drawing on his extensive experience as the Head of Commodities at Bridgewater Associates, Alex delves into the structural underinvestment in the sector, how geopolitics have shaped the markets in 2022, and the likely path ahead in 2023. Tune in to hear Alex's actionable trade idea and learn more about how to navigate today's challenging economic landscape.

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Referenced In The Show:


Real Estate Watch - The equity market crisis to spread to Real Estate: https://andreassteno.substack.com/p/real-estate-watch-the-equity-market

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Timestamps:

(00:00) Introduction

(00:20) Breaking Down Jerome Powell's Speech

(04:20) Blackstone Limits Withdrawals In Major Property Fund

(06:52) The Labor Market

(11:23) Feature Interview With Alex Campbell

(18:02) What Is Happening In China?

(23:15) Inflation, De-Globilization & Commodities

(28:31) “Curve Ad”

(29:41) The Fed Is Tightening, But The PBOC Is Loosening...

(32:22) Is Volatility Too Cheap?

(34:28) Asset Allocation During An Inflationary Cycle

(37:18) Alex's Actionable Trade Idea

(42:24) Post Interview: Final Thoughts

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Disclaimer: Nothing discussed on The Macro Trading Floor should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

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