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From podcastDwarkesh PodcastFrom guestKen Rogoff

Episode #86

"China is digging out of a crisis. And America’s luck is wearing thin." — Ken Rogoff

A debt shock is coming for both China and the US.

June 12, 20251h 36m7 chaptersKen Rogoff
More from Dwarkesh PodcastRead transcript
What this episode covers

A debt shock is coming for both China and the US.

Where to start

America's inflation crisis is coming

America's inflation crisis is coming

Start at 37:06

How the US broke Japan's economy

How the US broke Japan's economy

Start at 25:46

The erosion of dollar dominance

The erosion of dollar dominance

Start at 1:22:24

People and topics
Key takeaways
  • China is stagnating
  • How the US broke Japan's economy
  • America's inflation crisis is coming
  • Will AGI solve the US deficit?
  • Why interest rates will go up
All moments
"China is digging out of a crisis. And America’s luck is wearing thin." — Ken Rogoff podcast chapters, timestamps & summary | EpisodeIndex