Thoughtful Money with Adam Taggart Are China & The USA Working Together To Carve Up The Globe? | Peter Alexander
24 snips
Mar 17, 2026 Peter Alexander, founder and CEO of Z-Ben Advisors and longtime China market expert, walks through China’s economic transition and strategic moves. He discusses China’s infrastructure and manufacturing dynamism. He explains China's gold-backed RMB settlement ambitions and possible quiet power-sharing with the US over regional influence. The conversation focuses on practical geopolitical and economic shifts, not alarmist rhetoric.
AI Snips
Chapters
Transcript
Episode notes
China Is Undergoing A Managed Economic Transition
- China is mid-transition from a growth-at-all-costs model to quality, next-gen manufacturing under Xi since 2017.
- That shift created systemic stress but shows deliberate policy, industrial upgrading, and significant resilience against collapse predictions.
Shanghai EV Charging Shows Infrastructure Payoff
- Peter recounts Shanghai EV charging: a one-hour charge cost
49 RMB ($6) and chargers are ubiquitous. - He uses this to illustrate built electricity capacity and everyday infrastructure that enables rapid EV adoption and mobility.
China's Manufacturing Moat Is Embedded In Global Supply Chains
- China built a massive manufacturing moat where 47% of exports are intermediate goods, embedding it in global supply chains.
- This makes many Western products dependent on Chinese inputs even if final assembly is elsewhere.