AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
7min chapter
TIP591: Currencies and Debt w/ Lyn Alden
We Study Billionaires - The Investor’s Podcast Network
China's Balance Sheet Recession and Its Implications
This chapter explores the concept of a balance sheet recession in relation to China's economy. It discusses the fiscal deficits needed to repair the balance sheet, the high housing leverage, the divergence between China's export sector and domestic consumption economy, and the potential for a pivot in deleveraging.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode