Javelin Wealth Mgmt Likes EM Bonds, China & Vietnam Stocks

The transcript discusses the current economic outlook, focusing on inflation, employment, and potential recession in the US. It explores market opportunities, particularly in emerging markets like China and Vietnam, and evaluates the pricing of equities and bonds. The discussion also covers China's economic strategy, the shift from state-owned enterprises to the private sector, and the role of gold in investment portfolios.

What implications does the speaker suggest regarding the Chinese government's support for the economy?

What challenges does the private sector in China face according to the discussion?

How does the speaker view the current state of the gold market?