197|Hiking Cycles, Europe and the Yuan ft. Jon Turek with Srivatsan Prakash

Jon Turek is the founder of JST Advisor and the publisher of the Cheap Convexity blog. Here he discusses his thoughts on the hiking cycle, what's next for Europe and Asia and more!You can find his blog here- https://cheapconvexity.substack.com/ Hosted on Acast. See acast.com/privacy for more information.