Ep 91 - Beijing’s quiet deleveraging push
For the first time in recent memory, a senior Chinese economic official is really pushing the idea that China needs to control its debt-to-GDP ratio. In a recent Qiushi essay, central bank (PBoC) Gove...
9 Okt 33min
Ep 90 - China isn’t ignoring AI risk, it’s rejecting America’s version of it
When Anthropic CEO Dario Amodei called on US labs to pace the AI frontier, Washington said no – and so did Beijing. In fact, Chinese state media outlet China Daily went further, calling Amodei’s sugge...
6 Okt 55min
Ep 89 - Inside China's two-decade campaign to win over Latin America
From ports to lithium mines to diplomatic battles over Taiwan, China has spent two decades persistently building influence across Latin America and the Caribbean – one contract, one relationship, one ...
2 Okt 57min
Ep 88 - The Xi-Trump risk nobody's pricing in
US President Donald Trump met Xi Jinping on the tarmac at Joint Base Andrews on Wednesday – a rare honor last extended to the Pope by Barack Obama. The atmospherics of the greeting and the rest of Xi’...
25 Sep 37min
Ep 87 - Joerg Wuttke: China told Europe exactly how it would beat us. We didn't listen.
Back in 2017, China’s former SASAC chairman told Joerg Wuttke, then president of the EU Chamber of Commerce in China, precisely which industries China’s overcapacity machine would roll through next: E...
23 Sep 51min
Ep 86 - The weaknesses behind China's booming exports
China’s manufacturing output just grew at the fastest pace in six months, but retail sales barely moved last month – and the gap between the two growth rates just hit its widest point in over three ye...
18 Sep 30min
Ep 85 - China’s approach to AI in the Global South: selling the razor blades, not the razor
Everyone keeps calling the US-China AI competition a race. But Eric Olander, co-founder of the China Global South Project, says that framing is wrong – because a race implies a finish line, and this c...
12 Sep 1h 20min
Ep 84 - Nobody knows where the line is, and that’s the problem
The US and China have been quietly testing each other’s limits all summer – and neither side actually knows where the breaking point is. To discuss the nature – and limits – of the fragile US-China ec...
4 Sep 52min
