June 14, 2022 • 80 mins
- The narrative that China can do no wrong and why Noah says it is out of date at this point.
- The long-term headwinds that China is facing, including demographic changes, resource limitations, and real estate challenges.
- Why America should raise tariffs on anything made in China where it would be strategically important for those goods to be made somewhere else.
- The state of real estate in China, including the fact that China’s economy is 30% real estate (double the percentage in the US) and that cities in China are sprawling and more akin to Chicago than Tokyo or Seoul.
- Xi Jinping’s performance to date, why he’s “picking losers” in the Chinese stock market to try to bolster certain industries, and why the Zero COVID push is about Xi trying to appear strong.
- The fact that China could be moderately competent and could still take over the world because of its sheer size.
- Noah’s book recommendations for people who want to learn more about China.
Thanks for listening — if you like what you hear, please review us on your favorite podcast platform.
Check us out on the web at www.villageglobal.vc or get in touch with us on Twitter @villageglobal.
Want to get updates from us? Subscribe to get a peek inside the Village. We’ll send you reading recommendations, exclusive event invites, and commentary on the latest happenings in Silicon Valley. www.villageglobal.vc/signup
- The long-term headwinds that China is facing, including demographic changes, resource limitations, and real estate challenges.
- Why America should raise tariffs on anything made in China where it would be strategically important for those goods to be made somewhere else.
- The state of real estate in China, including the fact that China’s economy is 30% real estate (double the percentage in the US) and that cities in China are sprawling and more akin to Chicago than Tokyo or Seoul.
- Xi Jinping’s performance to date, why he’s “picking losers” in the Chinese stock market to try to bolster certain industries, and why the Zero COVID push is about Xi trying to appear strong.
- The fact that China could be moderately competent and could still take over the world because of its sheer size.
- Noah’s book recommendations for people who want to learn more about China.
Thanks for listening — if you like what you hear, please review us on your favorite podcast platform.
Check us out on the web at www.villageglobal.vc or get in touch with us on Twitter @villageglobal.
Want to get updates from us? Subscribe to get a peek inside the Village. We’ll send you reading recommendations, exclusive event invites, and commentary on the latest happenings in Silicon Valley. www.villageglobal.vc/signup
Mark as Played
Popular Podcasts
Dateline NBC
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations.
Death, Sex & Money
Anna Sale explores the big questions and hard choices that are often left out of polite conversation.
Stuff You Should Know
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.