

Will a Bazooka Stimulus Revive China’s Economy? — ft. Alice Han
22 snips Oct 17, 2024
Alice Han, a China economist and director at Greenmantle, dives into the latest fiscal policies shaping China's economy. She analyzes the recent government stimulus efforts, discussing the mixed effectiveness of tax and interest rate cuts amidst rising debt. The conversation also touches on the potential military implications of China's economic decisions regarding Taiwan and examines Xi Jinping's leadership style. Han provides her insights on investing in Chinese markets and the unique challenges they face in today's landscape.
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Tesla's RoboTaxi Event as a Birthday Party
- Scott Galloway booked a hotel in Scotland two years in advance for his 50th birthday.
- The Tesla robotaxi event felt like they'd planned it far in advance and wanted to back out.
Ed's Tesla Prediction
- Ed predicted the underwhelming nature of Tesla's robotaxi event.
- The event lacked substantive details and relied on distractions.
Diversification in Banking
- Diversification is crucial for businesses, as shown by JP Morgan's success.
- They balance revenue streams from net interest income and other activities like investment banking.