Settings
Light Theme
Dark Theme

Noah Smith's Deep Dive on the Chinese Economy

Noah Smith's Deep Dive on the Chinese Economy
Jun 14, 2022 · 1h 20m 35s

- The narrative that China can do no wrong and why Noah says it is out of date at this point. - The long-term headwinds that China is facing, including...

show more
- The narrative that China can do no wrong and why Noah says it is out of date at this point.

- The long-term headwinds that China is facing, including demographic changes, resource limitations, and real estate challenges.

- Why America should raise tariffs on anything made in China where it would be strategically important for those goods to be made somewhere else.

- The state of real estate in China, including the fact that China’s economy is 30% real estate (double the percentage in the US) and that cities in China are sprawling and more akin to Chicago than Tokyo or Seoul.

- Xi Jinping’s performance to date, why he’s “picking losers” in the Chinese stock market to try to bolster certain industries, and why the Zero COVID push is about Xi trying to appear strong.

- The fact that China could be moderately competent and could still take over the world because of its sheer size.

- Noah’s book recommendations for people who want to learn more about China.

Thanks for listening — if you like what you hear, please review us on your favorite podcast platform.

Check us out on the web at www.villageglobal.vc or get in touch with us on Twitter @villageglobal.

Want to get updates from us? Subscribe to get a peek inside the Village. We’ll send you reading recommendations, exclusive event invites, and commentary on the latest happenings in Silicon Valley. www.villageglobal.vc/signup
show less
Information
Author Village Global
Website -
Tags
-

Looks like you don't have any active episode

Browse Spreaker Catalogue to discover great new content

Current

Looks like you don't have any episodes in your queue

Browse Spreaker Catalogue to discover great new content

Next Up

Episode Cover Episode Cover

It's so quiet here...

Time to discover new episodes!

Discover
Your Library
Search