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57: Tom Orlik on why the China bubble never seems to pop

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Manage episode 267752841 series 2634360
Content provided by TechNode. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by TechNode or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

After taking some time to welcome his newborn son, James returns to his co-hosting duties, as he and Elliott welcome Bloomberg Chief Economist Tom Orlik to the pod to discuss Tom’s new book China: The Bubble that Never Pops. Ell, James, and Tom discuss reasons to be optimistic about the future of the Chinese economy, and why it has avoided a major crisis in the decades following Reform and Opening Up.

James and Elliott also cover a few other hot topics in the news recently, such as the prospect of a Tiktok ban in the US.

Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Get the PDF of the China Consumer Index.

Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • iQiyi
  • Xiaomi
  • JD
  • Pinduoduo
  • Meituan-Dianping
  • Luckin Coffee

Hosts:

Guest:

  • Tom Orlik - @TomOrlik

Editor

Podcast information:

  continue reading

84 episodes

Artwork
iconShare
 
Manage episode 267752841 series 2634360
Content provided by TechNode. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by TechNode or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

After taking some time to welcome his newborn son, James returns to his co-hosting duties, as he and Elliott welcome Bloomberg Chief Economist Tom Orlik to the pod to discuss Tom’s new book China: The Bubble that Never Pops. Ell, James, and Tom discuss reasons to be optimistic about the future of the Chinese economy, and why it has avoided a major crisis in the decades following Reform and Opening Up.

James and Elliott also cover a few other hot topics in the news recently, such as the prospect of a Tiktok ban in the US.

Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Get the PDF of the China Consumer Index.

Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • iQiyi
  • Xiaomi
  • JD
  • Pinduoduo
  • Meituan-Dianping
  • Luckin Coffee

Hosts:

Guest:

  • Tom Orlik - @TomOrlik

Editor

Podcast information:

  continue reading

84 episodes

All episodes

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