Stonehorn's Le Cornu: Avoid Chinese Property Investments

The video discusses the current state of asset prices and market risks, highlighting concerns about the Chinese property market and potential contagion effects. It analyzes the impact of Evergrande and the leverage within the Chinese economy. The discussion shifts to inflation concerns, referencing Milton Friedman's theories, and explores investment strategies in response to rising rates and inflation. The video concludes with a look at cryptocurrency as a potential hedge against inflation and the importance of strategic asset allocation.

In what ways does the speaker suggest investors should approach asset allocation in the current market?

What are the concerns regarding liquidity events mentioned in the conversation?

How does the speaker relate inflation to the current economic situation?