Leland Miller, co-founder of the China Beige Book and an expert on China's economy, joins the hosts to share invaluable insights. They delve into the challenges of interpreting China's economic data and the skepticism surrounding official figures. Miller highlights the shift toward economic stability over high growth rates and discusses recent trends in corporate borrowing. The conversation touches on the complexities of the auto industry, especially with electric vehicles, and examines the geopolitical tensions around Taiwan. Transparency in financial regulations also takes center stage.

Leland Miller, co-founder and CEO of China Beige Book, provides sharp insights into China's recent market rally driven by central bank stimulus measures. He analyzes how these moves may stabilize rather than stimulate the economy. The conversation also covers the challenges facing the credit market, including rising delinquencies and the troubled real estate sector. Miller highlights the concerning decline in Chinese startups and the effects of trade wars on the semiconductor industry, painting a complex picture of China's economic landscape.

Leland Miller, CEO of China Beige Book, discusses the death of China's old economic model. They debunk the misconception of China's imminent collapse, explore China's economic growth expectations vs reality, analyze China's inflation data, discuss China's economic model and its impact on the global economy, explore the possibility of decoupling the economic activity between the United States and China, and discuss trade tariffs on steel imports from China.

Labor economist David Blanchflower discusses US labor outlook and potential recession. CEO Leland Miller talks about China's growth and EV overcapacity thesis. Bank earnings and industry risks are covered by Chris Whalen. Susan Collins from the Boston Federal Reserve is also featured.

Leland Miller, CEO of China Beige Book International, shares deep insights into the complexities of the U.S.-China economic relationship amidst newly imposed tariffs. Enda Curran discusses China’s calculated retaliatory measures and their impact on its manufacturing sector. Annie Massa highlights ethical concerns over undisclosed stock awards tied to key political figures. The conversation dives into broader strategic tensions, including tech dynamics and the implications of Taiwan within the semiconductor supply chain. It's a riveting exploration of trade warfare and its far-reaching effects.

China's market rout, Chinese government's priorities and resistance against consumer side stimulus, comparing US and China economies, Disney's streaming business and regulatory risk, 401Ks and investing, national treasure and Apple resale market, the importance of data and addressing global issues

Leland Miller, co-founder and CEO of China Beige Book, shares his deep insights into the Chinese economy and U.S.-China relations. He reveals the challenges of collecting reliable data amid China's shifting economic strategies, especially regarding housing and energy. Their conversation dives into the implications of tariffs during the Trump era, urging for diversified supply chains. Miller also emphasizes the complexities of balancing national security and trade in light of China's influence in global areas like Panama.

Ann Berry, Founder at Threadneedle, shares her expertise on US producer prices and market analysis. Leland Miller, CEO of China Beige Book, offers insights into China's economic challenges. They discuss the recent surge in PPI, particularly driven by egg prices due to avian flu, and the implications for Federal Reserve interest rate decisions. Ann highlights holiday retail trends amidst economic uncertainty, while Leland explores low domestic demand in China and the potential impact of international tariffs on its fragile economy.

Leland Miller, Co-Founder and CEO of China Beige Book, joins Richard Harris, CEO of Port Shelter Investment Management, along with Bloomberg's Daniel Ten Kate and Derek Wallbank. They delve into China's recent stimulus measures and their implications for the global economy. The discussion highlights the current challenges in China's economy, including deflation and declining asset values. They also touch on the UN General Assembly's focus on global issues like inequality and the impact of U.S. foreign policy, particularly in the context of international conflicts.

Leland Miller, CEO of China Beige Book International, discusses China's economy and its impact on global growth. Dana Simberkoff explains cybersecurity challenges in AI era. Richard Edelman shares findings from Trust at Work report. Abhay Deshpande discusses potential catalysts for economic slowdown.