The Peter Zeihan Podcast Series The Fire Hose of Chaos: Chinese Edition Intro
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May 19, 2025 The discussion dives into China's economic struggles, spotlighting the severe ramifications of the one-child policy. Aging demographics raise alarm bells for labor costs and manufacturing capacity. Financial instability looms large, along with critical inefficiencies in agriculture. Expect a riveting exploration of how these factors will shape China's future and contribute to the ongoing chaos.
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Patience Before Shifting Focus
- Be patient when shifting focus from US to global political-economic chaos.
- First understand the leading power before analyzing the second, China.
China's Demographic Crisis
- China's biggest problem is demographics, with birth rates below the US since 1991 and a rapidly aging population.
- This demographic shift makes Chinese manufacturing labor less competitive, raising costs above Mexico's skilled labor.
Manufacturing Shift in China
- China's $37 trillion industrial base is vast but labor force aging and smaller, raising labor costs significantly.
- Tariffs and labor costs mean manufacturing will move out of China permanently.