Economists Adam Posen, Zongyuan Zoe Liu, and Michael Pettis discuss the causes of China's economic stagnation, including the lack of consumer rebound and the challenges of transitioning to a new growth model. They also explore the impact of China's foreign policy and civil-military fusion strategy, and the concept of the middle income trap on the rise and fall of the private sector.

Zongyuan Zoe Liu, Maurice R. Greenberg fellow at the Council on Foreign Relations, discusses China's de-dollarization efforts, the rise of a new energy and commodity system, China's desire to protect itself from being cut off from the dollar system, China's dominance in critical minerals processing and manufacturing capacity, the impact of the Belt and Road Initiative on China's currency strategy, and an overview of the current state of the Chinese economy and the rise of Chinese companies in the high tech sector.

Zhongyuan Zoe Liu is een wereldexpert op het gebied van China's rol in de scheepvaart en verbonden aan de Council on Foreign Relations. Frans-Paul van der Putten is een historicus bij Klingendaal, gespecialiseerd in de geopolitiek van China. Ze bespreken China's enorme invloed in de wereldwijde containervaart, met aandacht voor strategische havens en de rol van de China Ocean Shipping Company. Ook wordt de impact van vloeibaar aardgas en de strategie van Chinese bedrijven op nationale veiligheid en wereldhandel belicht. De machtsverschuiving in de scheepvaartsector en de gevolgen voor westerse landen komen ook aan bod.

In this episode we lift the veil on China’s often secretive system for managing its multi-trillion dollar holdings of foreign assets. Guiding us through the discussion is Dr. Zhongyuan Zoe Liu, the Maurice R. Greenberg fellow for China studies at the Council on Foreign Relations. Dr. Liu spent years researching financial reports and conducting in-person interviews with those involved in running China’s multiple “Sovereign Leveraged Funds”. We discuss how they evolved, what purposes they serve for the Communist party and why other countries may soon follow China’s lead. The interview is based on Dr. Liu’s new book: How The Communist Party of China Finances Its Global Ambitions.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Kevin on SubStack & read his Book.Follow Zongyuan on Twitter and Read her Book.Episode TimeStamps: 00:00 - Intro03:52 - Sebastien’s journey into the investment management industry07:45 - How Sebastien’s book came about19:43 - Investing in a rising interest rate environment24:06 - Responding to unexpected regime shifts in the markets33:24 - Defining and achieving utility maximisation37:48 - The merits and drawbacks of mean variance analysis58:51 - The durability of treasury bonds01:05:18 - Lessons from research on high performance individuals and teams01:07:58 - Achieving a state of ‘flow’01:10:58 - Simplifying complex financial topicsCopyright © 2024 – CMC AG – All Rights Reserved----PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:1. eBooks that cover key topics that you need to know about In my eBooks, I put together some key discoveries and things I have learnt during the more than 3 decades I have worked in the Trend Following industry, which I hope you will find useful. Click Here2. Daily Trend Barometer and Market Score One of the things I’m really proud of, is the fact that I have managed to published the Trend Barometer and Market Score each day for more than a decade...as these tools are really good at describing the environment for trend following managers as well as giving insights into the general positioning of a trend following strategy! Click Here3. Other Resources that can help youAnd if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. Click HerePrivacy PolicyDisclaimer

Zongyuan Zoe Liu, Maurice R. Greenberg fellow for China studies, talks about China's economic downturn, including the decline in economic growth, challenges with youth unemployment and skill set mismatch, aging population, and the impact on power dynamics and nationalism. The podcast also discusses the implications of the economic downturn on foreign policy choices, including the risks of an echo chamber effect and challenges in delinking issues in the Chinese reaction to the Biden administration initiatives.