China Watch

Game Theory, Pain Points, and Economic Vulnerability—A Macro Investor’s Analysis of Trade War 2.0


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It’s easy to say that another country is weak, vulnerable, or unable to win in a confrontation. But what about when those claims are backed up by concrete numbers?

In this episode, Terri converses with Alexander Campbell, who has an extensive history in global macro investing and a penchant for analyzing both numbers and strategy. 

In his book “China Can’t Win,” he describes through various lenses, such as Game Theory methodology and hedge fund experience, how one can conclude that the Chinese Communist Party is more economically vulnerable than it’s letting on.

Find more about this episode’s guest on Alexander Campbell’s Substack.

Views expressed in this episode are opinions of the host and guests and do not necessarily reflect the views of The Epoch Times.

Terri Wu is a Washington-based freelance reporter for The Epoch Times covering education and China-related issues. Send tips to [email protected].

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