In the 68th episode of The Hale Report, Lyric Hughes Hale speaks with Brian McCarthy, founder of Macrolens and one of the sharpest voices on China and global macroeconomics. They discuss the latest round of U.S. tariffs, China’s mounting structural challenges, and how geopolitics and markets are colliding in 2025. Is China’s growth story over? What does that mean for investors and policymakers alike? Tune in for a wide-ranging conversation on trade, deflation, financial flows—and the illusion of stability.
