Barry Naughton

Barry Naughton, a leading expert on the Chinese economy from UC San Diego, explores the dynamics of China’s current economic struggles, including a severe housing bust and persistent deflation. He discusses the transition from market liberalization to state-driven industrial policy and its implications for global AI competition. Naughton also highlights the effects of demographic changes on growth and suggests policy reforms needed to stimulate household consumption. A must-listen for insights on China's economic future and geopolitical tensions with the U.S.