Uploaded July 2023 | Updated September 2026, 1 day ago
In episode 3, Noah Smith and Erik Torenberg track China's housing bubble, its healthcare crisis, and Taiwan in relation to China and Japan. Econ 102 is a part of the Turpentine podcast network. To learn more: turpentine.co
RECOMMENDED PODCAST:
@TheLimitedPartnerPodcast from Turpentine
Looking at Venture Capital through the lens of limited partners.
TIMESTAMPS:
(00:00) Episode Preview
(01:20) Metabanter and how Noah TA'ed Erik's Econ 102 class
(02:41) Overview of China's economy
(05:11) Why are we seeing a slowdown in China's growth?
(07:13) The US housing bubble compared to China's
(10:03) What are the concerns around China's real estate?
(13:28) Evergrande, the Lehman Brothers of China
(15:08) Predictions for the next few years of China's economy
(17:02) What does China's slowdown mean for their position in the world at large?
(18:19) China's demographics in a decade
(21:36) US-China relations
(25:01) US vs China's defence capabilities
(27:54) Noah's plan for dealing with China
(32:24) The political coalition preserving regulations
(33:40) What should China be doing to course correct?
(37:24) China's calculus about Taiwan
(38:53) Japan's views on Taiwan and China
(41:30) One Belt One Road Initiative and Xi Jinping's Legacy
SPONSOR THIS PODCAST:
We're looking for sponsors to partner with on this show. If you or your business might be interested, send us a note at erik@turpentine.co. Find out more here: turpentine.co/sponsors
LINKS REFERENCED:
- Noah's interview with Dan Wang, China technology analyst: https://www.noahpinion.blog/p/interview-dan-wang-china-specialist
- China's Real Estate: https://www.noahpinion.blog/p/real-estate-is-chinas-economic-achilles
- All of Noah's analysis on China since 2021: https://www.noahpinion.blog/p/the-china-2023-series
TWITTER:
@noahpinion (Noah)
@eriktorenberg (Erik)
In episode 3, Noah Smith and Erik Torenberg track China's housing bubble, its healthcare crisis, and Taiwan in relation to China and Japan. Econ 102 is a part of the Turpentine podcast network. To learn more: turpentine.co
RECOMMENDED PODCAST:
@TheLimitedPartnerPodcast from Turpentine
Looking at Venture Capital through the lens of limited partners.
TIMESTAMPS:
(00:00) Episode Preview
(01:20) Metabanter and how Noah TA'ed Erik's Econ 102 class
(02:41) Overview of China's economy
(05:11) Why are we seeing a slowdown in China's growth?
(07:13) The US housing bubble compared to China's
(10:03) What are the concerns around China's real estate?
(13:28) Evergrande, the Lehman Brothers of China
(15:08) Predictions for the next few years of China's economy
(17:02) What does China's slowdown mean for their position in the world at large?
(18:19) China's demographics in a decade
(21:36) US-China relations
(25:01) US vs China's defence capabilities
(27:54) Noah's plan for dealing with China
(32:24) The political coalition preserving regulations
(33:40) What should China be doing to course correct?
(37:24) China's calculus about Taiwan
(38:53) Japan's views on Taiwan and China
(41:30) One Belt One Road Initiative and Xi Jinping's Legacy
SPONSOR THIS PODCAST:
We're looking for sponsors to partner with on this show. If you or your business might be interested, send us a note at erik@turpentine.co. Find out more here: turpentine.co/sponsors
LINKS REFERENCED:
- Noah's interview with Dan Wang, China technology analyst: https://www.noahpinion.blog/p/interview-dan-wang-china-specialist
- China's Real Estate: https://www.noahpinion.blog/p/real-estate-is-chinas-economic-achilles
- All of Noah's analysis on China since 2021: https://www.noahpinion.blog/p/the-china-2023-series
TWITTER:
@noahpinion (Noah)
@eriktorenberg (Erik)
