Households Are Spending Less and Saving Less // Messy Chinese Real Estate Market - 8/1 (Hour 2)

(5:42) - Starting hour two talking about how household spending is strained and the savings rate is dipping amidst high inflation.(13:57) - A conversation about consumers dealing with high prices by shopping more at discount retailers and spending less on essentials.(25:44) - Discussing the Chinese real estate market, including how Evergrande must pay a $1.1 billion guarantee to a bank.(36:01) - Stack roulette.