Is China's bubble finally about to pop? A conversation with Bloomberg Chief Economist Tom Orlik
Sinica Podcast25 Aug 2022

Is China's bubble finally about to pop? A conversation with Bloomberg Chief Economist Tom Orlik

This week on the Sinica Podcast, Kaiser and Jeremy welcome back Tom Orlik, Bloomberg's chief economist and author of the book China: The Bubble that Never Pops. Ahead of the release of the new, updated edition of his book, we ask him about all that has changed in the two-and-a-half years since the publication of the first edition — and whether the real estate crisis, the Common Prosperity agenda, China's fraying foreign relations, or the COVID lockdowns are finally going to bring about the crash long predicted by the "China bears."

4:40 – Tom offers a succinct summary of the chief arguments in the first edition of China: The Bubble that Never Pops

8:05 – Is China looking quite as clever as it was four months ago?

11:08 – The Chinese economy’s great COVID shutdown stress test

13:53 – China’s stimulus response

20:22 – The future of the Common Prosperity agenda

25:49 – China’s push for tech self-sufficiency

33:00 – China’s present real estate crisis

38:15 – Xi Jinping’s priorities: triage for the ailing Chinese economy

44:00 – How bad will the damage be from China’s 2022 lockdowns?

A complete transcript of this podcast is available at TheChinaProject.com.

Recommendations:

Jeremy: The Parker series,: crime fiction by Richard Stark, pen name of Donald E. Westlake

Tom: Surveillance State by Josh Chin and Liza Lin; and Coalitions of the Weak by Victor Shih

Kaiser: The TV drama from Hulu, The Bear


See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Episoder(543)

China’s Strategy in Global Power Transitions: Challenges in a Turbulent World — A panel discussion

China’s Strategy in Global Power Transitions: Challenges in a Turbulent World — A panel discussion

This week on Sinica: February 24 marks the third anniversary of Russia’s full-scale invasion of Ukraine, and as I’ve done for the last two years, I moderated a panel organized by Vita Golod, a Ukraini...

24 Feb 20251h 10min

The War for Chinese Talent in America, with David Zweig

The War for Chinese Talent in America, with David Zweig

This week on Sinica, I chat with David Zweig, a veteran China scholar who is Professor Emeritus from the Hong Kong University of Science and Technology. We discuss Davis'd latest book, The War for Chi...

23 Feb 20251h 14min

Getting China Right: Senator Andy Kim at the Hopkins SAIS Institute for America, China, and the Future of Global Affairs

Getting China Right: Senator Andy Kim at the Hopkins SAIS Institute for America, China, and the Future of Global Affairs

I’m delighted to bring you today the first in a series of conversations from a remarkable day-long session put on by the Institute for America, China, and the Future of Global Affairs, or ACF, at John...

14 Feb 20251h 10min

Back to the 80s: For Trump, is China the New Japan? with Andy Liu

Back to the 80s: For Trump, is China the New Japan? with Andy Liu

This week on Sinica, I chat with economic historian Andrew B. Liu of Villanova University about how to understand Trump's thinking on China and tariffs. Andy wrote about this in an excellent piece on ...

13 Feb 20251h 5min

Is the U.S. Experiencing a Narrative Shift on China?

Is the U.S. Experiencing a Narrative Shift on China?

This week as we enter the Year of the Snake, Sinica co-founder Jeremy Goldkorn makes a re-appearance on the show. It's been a year since his last, and much has changed — and indeed, if Jeremy is right...

3 Feb 20251h 2min

The State of China, with Adam Tooze, Qing Wang, and Zichen Wang — Moderated by Finbarr Bermingham of SCMP

The State of China, with Adam Tooze, Qing Wang, and Zichen Wang — Moderated by Finbarr Bermingham of SCMP

Happy Chinese New Year! This week, while I'm decompressing from 10 days in the Alps, my friends at the Asia Society of Switzerland have graciously offered to let me share a podcast recorded just after...

30 Jan 202548min

New Podcast Series – "Studying China in the Absence of Access: Rediscovering a Lost Art" from Johns Hopkins SAIS

New Podcast Series – "Studying China in the Absence of Access: Rediscovering a Lost Art" from Johns Hopkins SAIS

This week, I bring you the first in a series of podcasts in conjunction with the China Research Center at the Johns Hopkins School of Advanced International Studies (SAIS). The series, titled "Studyin...

23 Jan 20251h 15min

Xiaohongshu's "TikTok Refugees," with Ivy Yang and David Fishman

Xiaohongshu's "TikTok Refugees," with Ivy Yang and David Fishman

I know I'd said last time there would be no show this week, but that was before this fascinating episode involving TikTok users signing up en masse to Xiaohongshu. Hilarity ensued, and my two guests —...

19 Jan 20251h 3min

Populært innen Business og økonomi

stopp-verden
lydartikler-fra-aftenposten
dine-penger-pengeradet
rss-penger-polser-og-politikk
e24-podden
rss-borsmorgen-okonominyhetene
pengepodden-2
tid-er-penger-en-podcast-med-peter-warren
pengesnakk
livet-pa-veien-med-jan-erik-larssen
utbytte
stormkast-med-valebrokk-stordalen
morgenkaffen-med-finansavisen
lederpodden
rss-markedspuls-2
rss-sunn-okonomi
rss-pa-konto
finansredaksjonen
stockup
boligbobla