

Round 2: Chen Zhao And Marko Papic on China
Sep 10, 2023
Chen Zhao and Marko Papic discuss China's possible implosion, the strength of the US economy, outlook for markets, US household balance, savings rate, term premium, yield curve, and the consequences of misunderstanding China's policies.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
The Current State of the US Economy and Potential Impact of Withdrawal of Fiscal Stimulus
02:21 • 8min
US Household Balance, Savings Rate, Term Premium, and Yield Curve
09:57 • 6min
Analyzing the Yield Curve and Implications for the Economy
15:52 • 7min
China's Macro Imbalance and Xi Jinping's Policies
22:47 • 5min
The Consequences of Misunderstanding China's Policies
27:34 • 13min
China's Charm Offensive and US Tactics
40:51 • 24min