Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T
Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM
Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX
--
On today’s episode, Leland Miller CEO of China Beige Book joins the show for a discussion on the death of China's old economic model.
With China's weaker than expected reopening & many expecting the imminent collapse of China, we invited Leland Miller to the show to give a data driven look into the Chinese economy, to help us understand what is really going on beneath the surface. To hear all this & more, you'll have to tune in!
--
Follow Leland: https://twitter.com/ChinaBeigeBook
Follow On The Margin: https://twitter.com/OnTheMarginPod
Follow Michael: https://twitter.com/MikeIppolito_
Follow Blockworks: https://twitter.com/blockworks_
--
Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/
--
(00:00) Introduction
(02:31) Thing Aren't Great In China, But It Isn't Collapsing
(10:20) China's Old Economic Model Is Dying
(14:05) Xi Jinping's Push To "Common Prosperity"
(20:59) Blockworks Research Ad
(21:46) Inflation & Deflation In China
(27:30) How China's Growth Impacts Market's
(32:46) China's Rippling Inflation Impact
(37:54) U.S & China Relations
--
Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
