The Peter Zeihan Podcast Series Trump 2.0 - China || Peter Zeihan
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Jan 20, 2025 The podcast dives into China's alarming total fertility rate, spotlighting the stark economic vulnerabilities tied to its declining birth rates. It discusses the potential repercussions of Trump's trade strategies on U.S.-China relations, emphasizing the growing bipartisan consensus against China. Listeners will explore how urbanization and a demanding work culture exacerbate demographic issues. Finally, the conversation critiques the effectiveness of tariffs, urging for a re-evaluation of U.S. policies and strategies in the face of these challenges.
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China's Economic Model
- China's economic model relies on state control and cheap capital to keep everyone employed and prevent protests.
- If capital flow stops, their industrialized state could collapse.
China's Demographic Crisis
- China's focus on work has led to a declining birth rate, threatening their population and consumption.
- The low birth rate might lead to the dissolution of the Han ethnicity.
Xi Jinping's Beliefs
- To maintain their system, Xi Jinping believes in harder work, absolute authority, and open export markets.
- These beliefs are further compounding China's existing problems.