IL02: Cold War & US Relations with China ft. James A. Fok
About this episode
James A. Fok, Financial Markets Professional and author of the book, “Financial Cold War”, joins us today for a discussion on how the Great Leap Forward has had an impact on China as a society and why they start to experience a virtual societal collapse, the financial relationship between China and the U.S and how financial warfare between the two countries can create a global crisis. We also discuss the idea of financial mutually assured destruction and how the Western society can become more financially independent from China and vice versa, the notion of having a neutral reserve currency to create a more balanced financial relationship and much more.
-----
50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE
-----
Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.
IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.
And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.
Learn more about the Trend Barometer here.
Send your questions to [email protected]
And please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.
Follow Kevin on SubStack & read his Book.
Follow James on LinkedIn & read his book.
Episode TimeStamps:
00:00 - Intro
02:58 - Who is James A. Fok & why did he write his book
07:30 - A virtual societal collapse in China
19:02 - An emerging scepticism?
25:03 - The balance payment deficit of the U.S
40:10 - Deepening the interdependencies between China and the U.S
50:14 - A fragmented financial relationship
56:59 - The possibility of a neutral reserve currency
01:02:50 - Takeaways from Niels
Copyright © 2025 – CMC AG – All Rights Reserved
----
PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:
1. eBooks that cover key topics that you need to know about
In my eBooks, I put together some key discoveries and things I have learnt during the more than 3 decades I have worked in the Trend Following industry, which I hope you will find useful. Click Here
2. Daily Trend Barometer and Market Score
One of the things I’m really proud of, is the fact that I have managed to published the Trend Barometer and Market Score each day for more than a decade...as these tools are really good at describing the environment for trend following managers as well as giving insights into the general positioning of a trend following strategy! Click Here
3. Other Resources that can help you
And if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. Click Here
Get every episode summarized
Each time Top Traders Unplugged publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from Top Traders Unplugged
GM107: What If AI Actually Pushes Interest Rates Higher? ft. Matt Klein
Top Traders Unplugged
SI416: 137 Years of Trend: What the Evidence Really Shows ft. Yoav Git
Top Traders Unplugged
GM106: What Happens When the Debt Finally Matters ft. Marvin Barth
Top Traders Unplugged
SI415: Maybe This Is Just What Normal Markets Look Like ft. Alan Dunne
Top Traders Unplugged