logo
episode-header-image
Aug 2023
27m 49s

In China - Don't Say Deflation

PATRICK BOYLE
About this episode
Send us a textClick my CoPilot https://go.mycopilot.com/PatrickBoyle link to get a 14-day FREE trial with your own personal trainer!China’s economy has been struggling to reawaken from an economic shutdown that was officially ended last year. Chinese authorities are now reported to be pressuring economists and analysts within the country to avoid discussing ... Show More
Up next
Oct 5
AAA Rated Junk: What Tricolor and First Brands Reveal About Credit Markets!
Two companies collapsed last month. One sold used cars, the other distributed brake pads and spark plugs. Both issued debt rated AAA. Now their bonds are trading at cents on the dollar—and Wall Street is pretending not to notice.In this video, we dig into down the bankruptcies of ... Show More
22m 39s
Sep 27
The End of Legal Immigration?
Is America Closing the Door on Global Talent?Donald Trump’s new $100,000 fee on H-1B visa applications has sent shockwaves through the tech industry, universities, and foreign governments. In this video, we unpack the legal, economic, and political fallout — from panics at airpor ... Show More
26m 39s
Sep 22
Are the Rich Really Leaving Britain?
Are Britain’s millionaires really fleeing the country—or is the “exodus” just a statistical mirage?This video digs into the numbers behind the headlines, from the much-quoted Henley & Partners migration report to the real impact of the UK’s non-dom reforms. We’ll look at what’s a ... Show More
25m 18s
Recommended Episodes
Aug 2023
Money Clinic introduces Unhedged: China slows down
China’s economy has been growing faster than almost any other for a generation, so a slowdown is unfamiliar territory. Today on the show we look at three indicators — the CPI, exports and property sales — and try to understand why growth in China is finally slowing, and what it m ... Show More
19m 39s
Aug 2023
China’s economy falls into deflation
Walt Disney reported quarterly results that showed declines at its television and movie businesses, China’s economy has fallen into deflation, and President Joe Biden is banning US tech investment in China. Plus, the FT’s Owen Walker explains why more and more countries in Europe ... Show More
9m 10s
Dec 2022
Money Talks: China reopens
China’s draconian zero-covid policies have required repeated and lengthy lockdowns, enormous make-shift quarantine facilities, and endless testing for the population. They have also done real damage to its economy. After rare outbreaks of protest against the policy in several cit ... Show More
35m 59s
Aug 2023
China slows down
China’s economy has been growing faster than almost any other for a generation, so a slowdown is unfamiliar territory. Today on the show we look at three indicators — the CPI, exports and property sales — and try to understand why growth in China is finally slowing, and what it m ... Show More
18m 58s
Dec 2022
Money Talks: China reopens
China’s draconian zero-covid policies have required repeated and lengthy lockdowns, enormous make-shift quarantine facilities, and endless testing for the population. They have also done real damage to its economy. After rare outbreaks of protest against the policy in several cit ... Show More
35m 59s
Jul 2022
Money Talks: TikTok’s ticking time bomb
It’s the fastest growing app in the world, filled with dance trends, cats misbehaving, and questionable financial advice. Teenagers love it; Western politicians are less convinced. Could TikTok’s popularity be its downfall? This week, hosts Mike Bird, Alice Fulwood and Soumaya Ke ... Show More
37m 28s
Jul 2022
Money Talks: TikTok’s ticking time bomb
It’s the fastest growing app in the world, filled with dance trends, cats misbehaving, and questionable financial advice. Teenagers love it; Western politicians are less convinced. Could TikTok’s popularity be its downfall? This week, hosts Mike Bird, Alice Fulwood and Soumaya Ke ... Show More
37m 28s
Jul 2022
Michael Zezas: The Impact of Tariff Relief
As media reports indicate a possible tariff reduction on imports from China, some investors are wondering if this is signaling a return of modest trade barriers and unfettered investment between the U.S. and China. -----Transcript----- Welcome to Thoughts on the Market. I'm Micha ... Show More
2m 52s
Mar 2024
TIP611: The Bear Case for China w/ Kyle Bass
On today’s episode, Clay chats with Kyle Bass, the founder and principal of Hayman Capital Management. Hayman’s first major success came from effectively shorting the housing market in 2008, and Kyle was profiled in Michael Lewis’ book The Big Short. After seeing Chinese stocks d ... Show More
1 h
May 2023
China’s next generation
Gideon talks to economist Keyu Jin about China’s goal of becoming the world’s biggest economy despite a falling population, the impact of the deterioration in US-China relations, and the way in which the aspirations of its younger generation are shaping policy in Beijing. The pod ... Show More
29m 54s