Currently watching the #adv #podcast on the #evergrande situation: https://www.youtube.com/watch?v=5Pq88p89.. They appear to believe that it's *impossible* for the #chinese #economy to collapse, but I really suspect this is #titanic thinking. An economy is not just valued by their own #valuation - but also externally perceived value. They are predicting a secret #bailout by the #ccp - but we'll see. This only buys time. Their #bond #debt is only increasing.