Supply Shock

China's Old Economic Model Is Dying | Leland Miller


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On today’s episode, Leland Miller CEO of China Beige Book joins the show for a discussion on the death of China's old economic model.


With China's weaker than expected reopening & many expecting the imminent collapse of China, we invited Leland Miller to the show to give a data driven look into the Chinese economy, to help us understand what is really going on beneath the surface. To hear all this & more, you'll have to tune in!

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Follow Leland: https://twitter.com/ChinaBeigeBook

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Michael: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_

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Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/

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(00:00) Introduction

(02:31) Thing Aren't Great In China, But It Isn't Collapsing

(10:20) China's Old Economic Model Is Dying

(14:05) Xi Jinping's Push To "Common Prosperity"

(20:59) Blockworks Research Ad

(21:46) Inflation & Deflation In China

(27:30) How China's Growth Impacts Market's

(32:46) China's Rippling Inflation Impact

(37:54) U.S & China Relations

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Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

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Supply ShockBy Blockworks

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