Adam Tooze on the Big Misconceptions of the Chinese Economy
Odd Lots12 Sep 2024

Adam Tooze on the Big Misconceptions of the Chinese Economy

One of the big buzzwords over the last year or so has been "overcapacity." There's a constant line of argument that China is unfairly flooding the world with unprofitable goods and creating huge, unsustainable imbalances. Western countries, particularly the US (but also Europe), have responded by raising tariffs and engaging in domestic industrial policy in order to compete. But is the strategy sound? Are the basic premises of the problem correct? On this episode of the podcast, we speak with Columbia Professor Adam Tooze, the author of several books, as well as the popular Chartbook newsletter. He argues that the overcapacity framing is misguided, and that the US may be making a mistake putting its chips down on an industrial revival. He talks us through some of the actual weaknesses of the Chinese model, as well as its global political reverberations.

Read more:

Two Veteran Chip Builders Have a Plan to Take On Nvidia

The US and China Are in an All Out Race for AI Domination

See omnystudio.com/listener for privacy information.

Det här avsnittet är hämtat från ett öppet RSS-flöde och publiceras inte av Podme. Det kan innehålla reklam.

Avsnitt(1244)

The Creator of Claude Code on The Hottest Piece of Software in the World

The Creator of Claude Code on The Hottest Piece of Software in the World

2026 has been, in terms of software, the year everyone is talking about Claude Code. Indeed, Anthropic's coding agent incited a market scare — and helped usher in the era of vibe coding — through its ...

20 Juli 1h 6min

Lev Menand and Nathan Tankus on Why Fed Independence Is Now Hanging by a Thread

Lev Menand and Nathan Tankus on Why Fed Independence Is Now Hanging by a Thread

Last August, President Trump made the unprecedented choice of moving to fire Fed governor Lisa Cook. The administration claimed she was being terminated with cause, citing an ongoing investigation in ...

17 Juli 1h 5min

Why Soccer Analytics Works Like Volatility Arbitrage Trading

Why Soccer Analytics Works Like Volatility Arbitrage Trading

American sports fans have long been comfortable talking in the language of stats and analytics. Soccer embraced the 'moneyball' revolution later; the sport was once perceived as too complex to model a...

16 Juli 51min

NY Governor Kathy Hochul on Her One Year Data Center Moratorium

NY Governor Kathy Hochul on Her One Year Data Center Moratorium

On July 14, New York Governor Kathy Hochul announced a one-year moratorium on new large data center projects in the state. It's the nation's first such pause at a time when anti-data center politics i...

15 Juli 42min

Why AI Might Actually Create More Work for Lawyers

Why AI Might Actually Create More Work for Lawyers

It seems obvious that among the many industries that AI might disrupt, the legal profession might face some of the most adverse outcomes. When clerical, research-based tasks like searching through dat...

13 Juli 55min

The Korean Levered ETFs Shaking Markets All Around the World

The Korean Levered ETFs Shaking Markets All Around the World

Retail participation in the stock market is booming. And of course the biggest story in markets is the AI trade, which has created an incredible amount of demand for chips and memory. These two broad ...

10 Juli 43min

One of the World's Largest Hedge Funds on Its 86x Growth in Token Spending

One of the World's Largest Hedge Funds on Its 86x Growth in Token Spending

We've gone through a number of a technological revolutions in investing, whether it was the dawn of the high frequency trading era or the introduction of robotraders. When it comes to AI, the big ques...

9 Juli 52min

These Are the Sharps Actually Making Money on Prediction Markets

These Are the Sharps Actually Making Money on Prediction Markets

Here's a couple things about prediction markets. A lot of it is pure gambling and speculation, much of it on things with very little economic relevance. Another fact is that in all likelihood, if you ...

6 Juli 48min

Populärt inom Business & ekonomi

framgangspodden
badfluence
dynastin
varvet
rss-borsens-finest
uppgang-och-fall
svd-tech-brief
rss-inga-dumma-fragor-om-pengar
avanzapodden
fill-or-kill
tabberaset
rikatillsammans-om-privatekonomi-rikedom-i-livet
rss-dagen-med-di
rss-veckans-trade
rss-kort-lang-analyspodden-fran-di
borsmorgon
borslunch-2
rss-dominoeffekten
ekonomiekot-extra
bathina-en-podcast