Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11
Introduction
00:00 • 3min
The Shifts in Chinese Consumer Behavior
02:48 • 2min
The Global Recession Risk in China
04:23 • 5min
The Contraction of China's Current Account Surplus
09:13 • 3min
The Path Forward for China Resembles the Path for Japan Post 1990
12:29 • 4min
The Importance of Rebalancing Domestic Japanese Consumption
16:31 • 2min
The Importance of Credibility in a Financial Crisis
18:29 • 2min
The Politics of Centralization in China
20:50 • 6min
The Effect of Interest Rates on Consumer Credit
26:39 • 4min
The Politics of Trade in the US
30:38 • 3min
The Politics of Trade Between the US and China
33:50 • 2min