MW Capital's Aspin: 'Long' Mid-Duration U.S. Bonds, Gold

The transcript discusses the economic context involving China and the US, focusing on statements by Donald Trump and the Chinese premier. It analyzes China's economic pressure, industrial profits, and the potential outcomes of G20 negotiations. The discussion also covers currency issues, including potential FX wars, and concludes with investment strategies and market positioning during the G20 meeting.

What economic pressures is China currently facing according to the discussion?

How does the speaker perceive the urgency of reaching a deal between the parties involved?

What are the expectations regarding the Chinese economy's performance in the coming quarters?

What role does the speaker believe currency will play in the upcoming negotiations?

What investment strategies does the speaker mention in relation to the current market conditions?