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China’s Housing Bubble, Healthcare Crisis, and Taiwan Relations

China’s Housing Bubble, Healthcare Crisis, and Taiwan Relations

From"Econ 102" with Noah Smith and Erik Torenberg


China’s Housing Bubble, Healthcare Crisis, and Taiwan Relations

From"Econ 102" with Noah Smith and Erik Torenberg

ratings:
Length:
47 minutes
Released:
Jul 25, 2023
Format:
Podcast episode

Description

In episode 3, Noah Smith and Erik Torenberg track China's housing bubble, its healthcare crisis, and Taiwan in relation to China and Japan. Econ 102 is a part of the Turpentine podcast network. To learn more: www.turpentine.co
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TIMESTAMPS:
(00:00) Episode Preview
(01:20) Metabanter and how Noah TA'ed Erik's Econ 102 class
(02:41) Overview of China's economy
(05:11) Why are we seeing a slowdown in China's growth?
(07:13) The US housing bubble compared to China's
(10:03) What are the concerns around China's real estate?
(13:28) Evergrande, the Lehman Brothers of China
(15:08) Predictions for the next few years of China's economy
(17:02) What does China's slowdown mean for their position in the world at large?
(18:19) China's demographics in a decade
(21:36) US-China relations
(25:01) US vs China's defence capabilities
(27:54) Noah's plan for dealing with China
(32:24) The political coalition preserving regulations
(33:40) What should China be doing to course correct?
(37:24) China's calculus about Taiwan
(38:53) Japan's views on Taiwan and China
(41:30) One Belt One Road Initiative and Xi Jinping's Legacy
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SPONSOR THIS PODCAST:
We're looking for sponsors to partner with on this show. If you or your business might be interested, send us a note at erik@turpentine.co. Find out more here: https://www.turpentine.co/sponsors
Released:
Jul 25, 2023
Format:
Podcast episode

Titles in the series (43)

Economist and Substack writer Noah Smith and investor Erik Torenberg make sense of what’s happening in the news, technology, business, and beyond, through the lens of economics. Econ 102 is a part of the Turpentine podcast network. Learn more: turpentine.co