World Ledger with Coco Kee

China’s Woes, Gold & Bitcoin Surge, and the U.S. Dollar’s Dominance


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No better time than now to take a step back and explore the global economy from a broader perspective. In this engaging new episode, I sit down with Shengbei Guo, CEO of New York-based GSB Podium Advisors, to unpack some of the most critical economic developments shaping the world. With his unique experience spanning the U.S., Japan, and China, Shengbei brings a global lens to these complex topics.

Here is what we cover in this episode:

    1. China’s economic challenges: We dig into the root causes behind its current struggles and what they mean for the global economy. Monetary and fiscal strategies: How is China working to revitalize its economy and what’s the potential outlook?
    2. Gold and Bitcoin rallies: We explore the driving forces behind these surges and what they signal for investors.
    3. The U.S. dollar’s dominance: Is its position as the world’s reserve currency under threat? We weigh the evidence.
    4. The global outlook: Shengbei shares his predictions for the economy and key asset classes moving forward.

  • Follow Shengbei:

    LinkedIn: https://www.linkedin.com/in/shengbei-guo-9362811/

    X:https://x.com/Shengbei3

    Subscribe to my newsletter: worldledger.substack.com

    Timestamps:

    00:59 Challenges Facing China's Economy

    02:07 The Unique Growth Model of China

    04:48 The Turning Point: 2021

    10:45 China's Transition to New Growth Engines

    16:53 Monetary and Fiscal Policies

    25:21 Global Trade and U.S. Dollar as a Reserve Currency

    27:28 The Gold Rally, Bitcoin and MicroStrategy

    39:17 2025 Economic Outlook and Asset Classes

    42:51 Conclusion and Final Thoughts


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    World Ledger with Coco KeeBy Coco Kee