China Is Exporting Unemployment | Michael Pettis on Global Trade Imbalances, American Capital Controls, and the End of The Chinese Growth Miracle| Listen on Anghami

Yesterday

AI Reratings & Growth Reacceleration Add Fuel To The Real Asset Rotation | Weekly Roundup

We discuss the latest AI productivity disruptions, market reactions to the Citrini piece, NVIDIA earnings, and why capital keeps rotating away from software toward real assets, energy, and commodities. We also explore volatility, policy distortions, and signs of economic reaccele ... Show More

54m 40s

Feb 25

What ETF Flows Are Telling Us About Investor Appetite | James Seyffart

Bloomberg ETF analyst James Seyffart discusses the $9 billion crypto ETF exodus, the spaghetti cannon approach to new ETF launches, and why the great sector rotation into energy, materials, and industrials creates the perfect environment for active managers while AI steals crypto ... Show More

46m 24s

Feb 21

Capital Is Leaving Big Tech For Gold And Energy | Weekly Roundup

This week, we're fresh off the inaugural TG Macro Conference in Nashville, unpacking all the biggest takeaways ranging from commodity cycles, gold, miners, oil, rates, and market psychology. We also reflect on trading lessons, risk management, and why in-person macro communities ... Show More

43m 51s

Oct 2023

What China’s Slowdown Means for the World

The world’s second-largest economy is slowing down. But are concerns overblown? What’s at risk for the global economy? How should policymakers react? The Wall Street Journal’s chief China correspondent, Lingling Wei; economist Adam Posen; and FP’s James Palmer join Ravi Agrawal t ... Show More

47m 7s

Jul 2024

Here's Why China’s Economic Outlook Keeps Getting Worse

China's economy has been having a tough time. The latest growth figures show the slowest pace of expansion in more than a year. Consumer spending is weak and the property slump is ongoing. The official target of growing the economy by 5% a year is still within reach - thanks to a ... Show More

7m 1s

May 2025

How prepared is China for a new trade war?

With tariffs of up to 145% on US imports from China, we take a look at how its playing out in the country. China’s leaders are downplaying the potential impact of the trade war - we speak to Chinese exporters and economists to find out what’s really happening and whether the coun ... Show More

17m 29s

Oct 2025

The great brawl: China is winning the trade war

This weekend American and Chinese officials are meeting to try and ease tensions over trade after China’s recent decision to restrict rare-earth exports. How has China gained the upper hand? Anxiety about screen time is focused on young people, but the elderly are addicted to dev ... Show More

23m 20s

Sep 2024

Why China’s economy is struggling

After a stronger-than-expected start to the year, China’s economy is showing signs of weakening as the world’s second-largest economy struggles with a real estate downturn, slowing consumer spending, and geopolitical tensions. Goldman Sachs Research’s Hui Shan, chief China econom ... Show More

19m 2s

Nov 2024

This is why China is gaining global influence, while USA loses it

US politicians and media outlets complain about China's growing global influence, but offer no alternatives to help countries develop. China has the world's largest economy, produces inexpensive manufactured goods everyone wants, invests trillions in infrastructure, and doesn't i ... Show More

29m 14s

Oct 2025

The great brawl: China is winning the trade war

This weekend American and Chinese officials are meeting to try and ease tensions over trade after China’s recent decision to restrict rare-earth exports. How has China gained the upper hand? Anxiety about screen time is focused on young people, but the elderly are addicted to dev ... Show More

23m 20s

Aug 2025

How does China's system really work? This famous Chinese professor explains

How do China's government, political system, and socialist market economy actually work? How does China see democracy, the USA, and Donald Trump's trade war? Renowned Chinese scholar Zhang Weiwei explains the China model in this interview with Ben Norton. VIDEO with subtitles her ... Show More

29m 49s

China Is Exporting Unemployment | Michae...