Why I changed my mind on investing in China. AIA Weekly 11.2.24

When the facts change, my opinion changes. This is what has happened with my view on investing in China. I always thought it was undervalued. I still have some concerns, but I believe an opportunity exists here.

Prejudice And China

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[TheMeditativeMind]

Great update John. Loving the longer videos and the honesty about what is going in the market. Keep it up!

[taylorstclair]

Glad you said what you said about people not liking your political dialogue. Don’t listen if you can’t handle it. Right on

[SamMiller-xf]

Inflation : My parents bought a house in 1973 for $40, 000. U.S.D.. When I graduated highschool in 1979 it was worth about $90, 000-95, 000.. Today it's worth about $600, 000.. Thats brutal inflation!

[lancobear]

John is touching the 3rd rail. Speaking truth of Israel is considered antisemitic and is a bannable offense. Please keep speaking the truth John. Far too many people are afraid to anger the masters with truth.

[DavidisDawei]

NEM (Newmont) just reported and shows the miners still do not have their costs under control, so if inflation continues to persist, then the miners will continue to lag and under perform....
and investors will ignore them as long as they get a NVDA, AAPL, AMZN, META, NFLX that out perform

[mattbittner]

EC eco petrol hit a 52 week low this week

[marklammertink]

Platinum is stupid cheap! Thx for the good work John!

[tomek]

Hi John. Newer cars don't have as much platinum and palladium as old ones. Between 1994 and 2001, metals were cheap. Car manufacturers put a lot of it in catalytic converters. There was a time in 2021, when you can get 1300$ for old catalytic from Honda Accord 1.8 i.
In cars after 2001, cat-s were not that expensive. Efficent combustion don't need so much metals.

[MrSymbolic]

My first car, was a used 69' Plymouth Roadrunner paid $800, with a 383 V-8 with factory headers ! Loved that car free loading friends loved it more and it got so bad that when they " told me to get on it " I would yell" through a $5 bill over the seat and I will !"

[DubDigital]

Platinum will have a big use case once autonomous robotic manufacturing starts picking up. Toughest metal, best conductor, anti-corrosive. Its a winner.

[RafitoMembroza]

In the west, our main disadvantage of our democratic institutions is that they would sacrifice the long-term if they can get more votes for the next election. Dictatorships like China want their citizens to be happy with the government because they want to stay in power forever. That’s why they take the most logical choices for the long-term prosperity for their citizens. Thanks from Spain, the value you are giving in this podcast is brutal

[mikkip]

John cracks me up: the lowest common denominator of moron is driving policy…

[jawwaadwilson]

I hate the term entitlement when we taxpayers all pay into social security. I know it’s not your term.

[shakeypudding]

OPEC cuts won’t unwind, there is no incentive.

[paulm-hrrj]

At least if Trump gets voted in and installs Musk, Kennedy Jnr, Tulsi etc to different portfolios they might be able to at least shine more light on the swamp. It will be a long fight but it has to start somewhere.

[theresasaso]

My copper pick is Oroco. Insanely undervalued. It's not a JP type of investment, too risky, but when it gets sold it's a 10-20x. It's just a matter of time. When? That's the risk.

[joeyj]

Always like the video’s but the ads are getting a bit out of hand now

Could you look into that John ?

Maybe youtube upping the frequency of ads in you videos

[edexter]

They changed alot of the retirement plans where they cannot go out more than 10 years when they changed taxes on inherited stuff.

[brianwest]

!!!! Russians didn't do too great in Afganistan. If the Russians are doing so great why are they deploying North korean troops??