Future growth forecasts

Is China more decentralized than the US?

0:00

How the Politburo Standing Committee makes decisions

3:16

Xi’s right hand man in charge of AGI

21:07

DeepSeek was trained to track CCP policy

35:37

Local government debt crisis

45:35

BYD, CATL, & financial repression

50:00

How corruption leads to overbuilding

58:12

Probability of Taiwan invasion

1:10:46

Succession after Xi

1:18:56