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57: Tom Orlik on why the China bubble never seems to pop
China Tech Investor
English - July 21, 2020 03:25 - 1 hour - 66.6 MB - ★★★★★ - 35 ratingsTechnology Business Investing china retail investment tech Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
After taking some time to welcome his newborn son, James returns to his co-hosting duties, as he and Elliott welcome Bloomberg Chief Economist Tom Orlik to the pod to discuss Tom’s new book China: The Bubble that Never Pops. Ell, James, and Tom discuss reasons to be optimistic about the future of the Chinese economy, and why it has avoided a major crisis in the decades following Reform and Opening Up.
James and Elliott also cover a few other hot topics in the news recently, such as the prospect of a Tiktok ban in the US.
Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.
Get the PDF of the China Consumer Index.
Watchlist:
TencentAlibabaBaiduiQiyiXiaomiJDPinduoduoMeituan-DianpingLuckin CoffeeHosts:
Elliott Zaagman– @elliottzaagmanJames Hull– @jameshullxGuest:
Tom Orlik - @TomOrlikEditor
Peter IsachenkoPodcast information:
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