ValueWalk's Raul Panganiban interviews Crescat Capital's Kevin Smith And Tavi Costa, discussing their trade of the century idea. In this part, Tavi and Kevin discuss the Chinese currency bubbles and banking Ponzi scheme, how high can consumer confidence go, and buying the dip.
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Raul Panganiban: Yeah, definitely. Getting back to China's banking, and you mentioned the depositors will feel it the most or in the positives would be the consumers. So would the consumer sector would that be a good place to start looking at the short in China, as that unfolds?
Kevin...

