Crescat Capital: China Is Running A Banking Ponzi Scheme – ValueWalk Premium

Crescat Capital: China Is Running A Banking Ponzi Scheme

ValueWalk's Raul Panganiban interviews Crescat Capital's Kevin Smith And Tavi Costa, discussing their trade of the century idea. In this part, Tavi and Kevin discuss the Chinese currency bubbles and banking Ponzi scheme, how high can consumer confidence go, and buying the dip.

Q4 2019 hedge fund letters, conferences and more

Raul Panganiban: Yeah, definitely. Getting back to China's banking, and you mentioned the depositors will . . .

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