The Real Winners After a Chinese Collapse

Key points

• 0:00

  Over 99% of the Yuan is locked within mainland China, making transfer impossible.

• 0:00

  When a system breaks, its currency becomes nearly worthless like the Soviet ruble.

• 2:13

  Venezuela's collapse shows how foreign assets become receivership when local funds vanish.

• 3:13

  China holds $10 trillion in global investments that would be nationalized upon collapse.

• 3:13

  Profit comes from investing in physical infrastructure that replaces Chinese industrial output.

• 3:13

  Doing this earlier rather than later is cheaper because it can be up and running when the break occurs.

• 3:13

  The strategy involves raking in cash once the replacement infrastructure is operational.

• 4:21

  This approach is a long-term play and it is not a financial one.

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