This interview with Michael Drury explores how China’s problems affect the global economy, its economic advantages, and where it spends its trillion-dollar surplus. We also discuss the US economy’s resilience, why Michael doesn’t see a recession, and much more.
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Oct 4
America’s AI Boom Is Squeezing Main Street | Weekly Roundup
Can policymakers keep the AI boom alive without squeezing the rest of the economy? This week, Aidan Garrib, PGM Global’s head of global macro strategy and research, joins us to explore the widening divide between Wall Street and Main Street. We discuss what’s driving bond yields, ... Show More
53m 59s
Sep 25
The Bond Market Pain Isn't Over | Weekly Roundup
The 10-year just closed at 5.22%, but the pain trade may be even higher. This week, 40-year rates trading veteran DCP joins us as we examine the bond selloff and what it would take to actually break something and flip the pain trade in bonds. We explore SOFR hike pricing, AI cape ... Show More
1h 1m
Sep 18
The Fed Is Hiking Into A Growth Slowdown | Weekly Roundup
What happens when the Fed hikes into fading stimulus, slowing growth, and persistent inflation? This week, we're joined by Vincent Deluard of StoneX Group to explore America’s emerging stagflation trap, AI’s economic support, and Europe’s potential Japan-style currency reset. We ... Show More
1h 12m
Sep 2025
China’s economy vs the world. With Michael Pettis
US President Donald Trump has railed against his country’s trade deficit with China. But as Chinese surpluses continue to flow into other countries, it’s worth asking how China got to where it is today, and whether Chinese growth can lift all boats. In this week’s episode, Martin ... Show More
33m 42s
Aug 2025
Louis-Vincent Gave: China’s Winning, the Dollar’s Falling — The End of U.S. Dominance?
Is the U.S. economy as strong as it looks, or are we being misled by flawed data? In this hard-hitting interview, Gavekal co-founder and CEO Louis-Vincent Gave joins James Connor to unpack the growing disconnect between economic headlines and financial reality. They explore why j ... Show More
1h 1m
Mar 2024
055 | China: keeping the dragon awake
As China's parliamentary meetings come to an end, what's the outlook for the economy in 2024 and beyond?
In this episode, we speak to Senior Economist Francoise Huang about whether the ‘New Three’ industries of electric vehicles, batteries and solar energy products could become ... Show More
18m 58s
Apr 2018
Adventures in Finance 61 - Crude Awakening: The Yuan, the Dollar, and the Battle for Global Supremacy
China appears to be taking a major step to combat the dominance of the U.S. dollar. How significant could that move be, and what political, economic, and market changes might result? Luke Gromen, founder of research firm Forest for the Trees, joins for a deeply insightful discuss ... Show More
1h 24m
Aug 2023
A Primer on China's Current Economic Turmoil
China has posted some troubling economic data of late, leading many macro commentators to call attention to the concerning developments. In today's episode, NLW provides a primer on the past few years of wobbles, issues in the real estate sector, and the CCP's lack of good option ... Show More
17m 46s
Jun 2022
China’s Economic Woes: A Conversation with Scott Kennedy
In this episode of the ChinaPower Podcast, Dr. Scott Kennedy joins us to discuss the state of China’s economy and its current challenges. Dr. Kennedy says that Chinese domestic economic policy, including crackdowns in the technology and education sectors, are dampening prospects ... Show More
34m 12s