E97 - Biding For A Beijing Bazooka, Pricing a Peashooter

Hi, it’s G3 and we are dropping a fresh episode of In Search of Green Marbles on Friday, September 1st, which of course is the Friday before Labor Day. We are doing this in anticipation of a busy Fall for the markets and there is no shortage of topics that we will want to cover – so we’re getting a head start.One of the key topics in our purview is whether or not there will be a big infusion of stimulus coming from China that will summon forth animal spirits domestically and support global markets. Is this a realistic expectation or are we all just waiting for Gadot? That’s the question we’ll be covering this week with Weiss China expert, Mike Edwards. Please check important disclosures at the episode.Timestamps:Why does Mike frame the discussions about China's attempts to boost economic growth as an "is" vs. "ought" debate? {2:03]How is 'stimulus' influencing the sentiment amongst Chinese consumers and market participants? [9:53]Why does Mike expect China will not deploy major measures to surpass a 5% growth rate? [12:34]Are market participants rooting for the arrival of a stimulus "bazooka" influencing the outcome of economic decisions in China? [21:10]Many Chinese banks are trading dramatically below book value. Does this indicate a broken financial system? [27:21]<br/>Resources:Zhongrong Trust's missed payments trigger fears among Chinese investorsChina suspends report on youth unemploymentWhat is the NDRC?China's Xi calls for patience as Communist Party tries to reverse economic slump<br/>Disclosures: This podcast and associated content (collectively, the “Post”) are provided to you by Weiss Multi-Strategy Advisers LLC (“Weiss”). The views expressed in the Post are for informational purposes only and are subject to change without notice. Information in this Post has been developed internally and is based on market conditions as of the date of the recording from sources believed to be reliable. Nothing in this Post should be construed as investment, legal, tax, or other advice and should not be viewed as a recommendation to purchase or sell any security or adopt any investment strategy. Past performance is no guarantee of future results. You should consult your own advisers regarding business, legal, tax, or other matters concerning investments. Any health-related information shared on the podcast is not intended as medical advice or for use in self-diagnosis or treatment. Please consult a qualified healthcare professional before acting upon any health-related information on the podcast. Weiss has no control over information at any external site hyperlinked in this Post. Weiss makes no representation concerning and is not responsible for the quality, content, nature, or reliability of any hyperlinked site and has included hyperlinks only as a convenience. The inclusion of any external hyperlink does not imply any endorsement, investigation, verification, or ongoing monitoring by Weiss of any information in any hyperlinked site. In no event shall Weiss be responsible for your use of a hyperlinked site. This is not intended to be an offer or solicitation of any security. Please visit www.gweiss.com to review relate