Premium Only Content

Restrictions On Investments Into China Are Imminent | Harald Malmgren & Nicholas Glinsman
Right now, U.S. officials in Washington D.C. are preparing legislation that will cut off foreign investment into China.
That’s according to Jack’s two guests today, Harald Malmgren & Nicholas Glinsman. According to them, the Biden administration is preparing an executive order that will fundamentally alter America’s financial relationship with China.
Harald Malmgren is an economist, ambassador, and former adviser to four U.S. presidents, and Nicholas Glinsman is an investor who has worked at macro hedge funds such as Brevan Howard. Their new venture, Malmgren-Glinsman Partners, is a research partner of Forward Guidance.
Email jack@blockworks.co for discounted access to Malmgren Glinsman Partners (Daily newsletter $900 per year, weekly institutional product available via request).
--
Follow Harald Malmgren on Twitter https://twitter.com/Halsrethink
Follow Nicholas Glinsman on Twitter https://twitter.com/nglinsman
Follow Jack Farley on Twitter https://twitter.com/JackFarley96
Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance
Follow Blockworks on Twitter https://twitter.com/Blockworks_
--
Timestamps:
00:00 Introduction
00:53 The Fraying Of U.S China Relations
09:05 "China's Growth Model Is Dying"
18:33 Restriction of Foreign Investment In China - What Would It Look Like?
26:18 Are We In A New Economic Cold War?
35:31 Putin & Russia's Invasion Of Ukraine
41:31 "The Sternness of NATIO is New"
45:12 A Potential Peace Deal Negotiated By China?
51:49 "The Market Is Not Ready For This"
54:52 Malmgren-Glinsman Partners
59:12 Liquidity is NOT Rising, Says Malmgren
01:07:00 Is Credit Contracting?
--
Disclaimer: Nothing discussed on Forward Guidance 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.
-
LIVE
Wahzdee
2 hours ago🔥 Trying to Find The One Extraction Game – Be Honest, Are These Fun to Watch?
80 watching -
35:14
The Pascal Show
15 hours ago $7.71 earnedHE'S GONNA SUE COLDPLAY?! Astronomer HR Resigns & Ex-CEO Set To Sue Coldplay Over Kiss Cam Drama
34.8K14 -
LIVE
Lofi Girl
2 years agoSynthwave Radio 🌌 - beats to chill/game to
358 watching -
19:18
DeVory Darkins
11 hours ago $28.33 earnedDemocrat non-profit SCAM EXPOSED as Trump OBLITERATES Newsom
60.7K107 -
23:58
Stephen Gardner
13 hours ago🔥Obama THROWS Adam Schiff under the bus to obstruct Trump!
49K170 -
38:44
The Why Files
5 days agoProject Ancient Arrow | The NSA's Secret War Against Our Future
86.5K92 -
2:36:06
Barry Cunningham
14 hours agoPRESIDENT TRUMP IS TRULY USHERING IN THE GOLDEN AGE OF AMERICA! CAN YOU FEEL IT?
133K59 -
3:47:25
SynthTrax & DJ Cheezus Livestreams
3 days agoFriday Night Synthwave 80s 90s Electronica and more DJ MIX Livestream 2K Celebration SPECIAL EDITION 530pm PST / 830pm EST
67.2K13 -
2:21:54
VapinGamers
11 hours ago $4.45 earnedDestiny 2 - Edge of Fate Legendary Run Part 3 - !rumbot !music
38.3K -
2:04:25
TimcastIRL
13 hours agoTrump DOJ Gives Ghislaine Maxwell Limited IMMUNITY As She Rats On 100+ People | Timcast IRL
258K205