Intro

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

We're hiring across the board at Turpentine and for Erik's personal team on other projects he's incubating. He's hiring a Chief of Staff, EA, Head of Special Projects, Investment Associate, and more. For a list of JDs, check out: eriktorenberg.com.

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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

This show is produced by Turpentine: a network of podcasts, newsletters, and more, covering technology, business, and culture — all from the perspective of industry insiders and experts. We’re launching new shows every week, and we’re looking for industry-leading sponsors — if you think that might be you and your company, email us at erik@turpentine.co.

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