Hi friend,

Welcome to On The Ground in China Episode 6!

Why do we believe that China will outpace the U.S and secure the top economic spot? China now possess a trillion-USD-trade-surplus, a superior manufacturing supply chain and a fostered culture of innovation seen everywhere in the political machinery of Beijing and local governments. Is the “Collapse” narrative that is so popular in Western media about China’s economy really true?

Expect to learn: the next EV revolution might be in China as BYD might outpace Tesla, the unique China’s culture of innovation in its political environment, AI development differences between China and the US, internal risks to Chinese development like the real estate bubble, and our strategic counsel for business clients and much more…

Visit our website: OnGlobalLeadership.com

For more info on Doug Guthrie: profguthrie.com

Contact us for sponsorship options: [email protected]

Timestamp

00:00: Introduction

04:05 Prediction on Chinese economy being the largest in the world

05:06: Trillion-Dollar Question

07:01 BYD is set to surpass Tesla as EV manufacturer

09:17 China Cultivates an Effective Culture of Innovation

13:23 Differences in AI Development between China and U.S

14:45 Zhou Qnfei and Innovation in Manufacturing at Lens

16:05 Soft Power and Cultural influences

18:57 Policy Planning and Strategic Positioning of China and the Global Economy

21:50 Potential Risks to the Chinese Economy

22:34 Are the Real Estate Bubble and Consumption Economy Really a Problem?

25:28 Instability Caused by Major International Conflicts

29:47 How We Are Counseling Our Business Clients To Do Business in China

We are married to China. And tariffs might not be the best solution.

The ground is shifting beneath the global economy. In this episode, Doug Guthrie and Aubrey Martinson unpack the recent Supreme Court ruling declaring certain tariffs illegal and what it means for the "G2" relationship between the US and China.

Expect to hear: How can officials in China advance their career within the Chinese Communist Party? What US mayors could learn from Chinese local officials about economic development? And a case study in how Chinese youth are remixing Western pop culture with traditional "Fu" (fortune) signs.

This podcast also features exclusive on-the-ground footage from our OGL team in China, capturing the unique atmosphere of the Chinese New Year celebrations. Enjoy!

In this episode, Doug joins Aubrey to recount his recent two-week trip to Beijing and Shanghai, highlighting a major push for a new university collaboration between Arizona State University and Chinese partners. The conversation explores a significant "rupture" in global geopolitics, examining Canadian Prime Minister Mark Carney’s strategic visit to China and what it signals about the diminishing trust in U.S. global leadership. Doug also provides deep insights into the resilience of the Chinese economy, the notable "dumping" of U.S. Treasury bonds, and the growing importance of people-to-people exchange as a foundation for cultural and economic stability in an increasingly unstable world. Expect also to learn why an unexpected character in Harry Potter suddenly becomes the centerpiece for Chinese New Year!

00:00 : Recent Trip to China and Future of US-China relations through education

07:29: The U.S-China Relationship and Global Implications

10:44: Mark Carney’s Visit to China

15:00 Canada’s Strategic Shift towards China

21:30: China’s Economic Rise and Global Partnerships

24:30: The Decline of the US dollar

33:20: People-to-People Exchange

38:03: The Decline of U.S Educational Exchange

38:50: Chinese New Year and an unexpected rise of the Slytherin house

42:00: The Epstein File and How the World sees the U.S 

Welcome to On Global Leadership's (https://ongloballeadership.com) most recent podcast/video. In this podcast/video, we discuss the relationship between China and Japan. On November 7, 2025, Japanese Prime Minister, Sanae Takaichi, suggested in parliament that a hypothetical Chinese attack on island Taiwan could constitute an existential threat to Japan and could trigger a military response from Tokyo. Beijing viewed the remark as a serious provocation and promptly lodged solemn representations and issued strong protests. So far, despite China’s counter-moves and the objections at home and abroad, Takaichi has not retracted her remarks. This podcast/video is heavy in history, but we aspire to give our listeners and right historical context to think about the important geopolitical circumstances that are unfolding right now.

00:00 -- Introduction

1:09 -- Methodological Issues: The Importance of Historical Context

3:30- -- What Happened in November: Prime Minister Takaichi's Comments About Taiwan (Heavy Emphasis on Historical Context)

12:10 -- Implications of the Comment (for China-Japan Relations and for the World)18:25 -- One China Policy/Principle

20:40 -- What Does This Mean for US-China Relations and American Citizens?

25:55 -- Chinese and Japanese Citizens' Views of Each Other

35:13 -- Closing Out: Commercial Perspctive... What Does This Mean for Companies? (Strategic Perspectives, Companies Advocating for Deep Cooperation and Collaboration...)

ENJOY! and looking forward to your comments!

Welcome to episode 2 of On Global Leadership's (https://ongloballeadership.com) podcast. In this podcast/video, we discuss three important topics the OGL Team has been engaged with in recent months. In particular, we discuss OGL’s work on the China’s Consumption Economy, our work on the Rare Earths Economy, and the US actions in Venezuela and the implications of these actions for US-China relations.

00:00 -- Introduction

1:05 -- China’s Consumption Economy

16:13- -- China’s Dominance in Rare Earths

22:55 -- US Military Action in Venezuela, Implications for US-China Relations

33:30 -- Closing out

ENJOY! and looking forward to your comments!

Welcome to On Global Leadership's (https://ongloballeadership.com) most recent podcast/video. In this podcast/video, we discuss the hot topics OGL has engaged in over the last year and over the last month. In particular, we discuss AI in China and Chinese companies going global. Please watch our podcast/video, and we will look forward to hearing dialogue over these important topics.

00:00 -- Introduction to Doug Guthrie, Aubrey Martinson, OGL, and OGL Methodology ("Economic Analysis and Boots on the Ground...")

12:40 -- AI in China

24:25 -- Chinese Companies Going Global

43:15 -- Getting in Trouble with the US Department of State

44:05 -- Celebrating Justin Lin's work

45:55-END -- Closing out.