The Economist worries that South Korea is mimicking 1980s' Japan—before the bust and lost decades; they may be right. The Bank for International Settlements' five early warning indicators show Korea has tripped ALL FIVE thresholds!
----EP. 219 REFERENCES---- Kindred Seoul: https://econ.st/3JHB36h Early warning indicators of banking crises (expanding the family): https://bit.ly/3jFyffx Early warning indicators of banking crises (online appendix): https://bit.ly/3uKq4or Alhambra Investments Blog: https://bit.ly/2VIC2wWlin RealClear Markets Essays: https://bit.ly/38tL5a7
-----SEE ALL EPISODES----- Alhambra YouTube: https://bit.ly/2Xp3roy Emil YouTube: https://bit.ly/310yisL
---------THE TEAM--------- Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is "Marked Up" by Damma Beatz.
------FIND THE TEAM------- Jeff: https://twitter.com/JeffSnider_AIP Jeff: https://alhambrapartners.com/author/jsnider/