Market Perspectives
Rob shares his concerns about the current state of China's economy, suggesting it may become uninvestable due to its leadership's focus on power over growth. He highlights the importance of monitoring the upcoming leadership decisions in China and the ongoing Ukraine-Russia conflict as critical factors influencing global markets. With a bearish outlook, he discusses his investment positions, including shorting the Chinese currency and individual equities, while remaining open to potential positive changes if reformers emerge in leadership.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
Rob Citrone – Emerging Markets, Hedge Funds, and Staying in the Game (Capital Allocators, EP.261)
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