Video yükleniyor...

Video Yüklenemedi

Bu video yüklenirken bir sorun oluştu. Bu geçici bir ağ sorunundan kaynaklanıyor olabilir veya video kullanılamıyor olabilir.

Ana Sayfaya Dön

China’s Data Tell Us That a Structural Shift Is Coming—and Global Leaders Are Freaking Out at the Implications "China’s Real Economic Risks with Carlos Alegría and Ed Dowd" Edward Dowd Carlos Alegria This week, I am joined by Carlos Alegría (CEO) and Edward “Ed” Dowd (founding partner) of Phinance... Technologies. As macroeconomic consultants, their core expertise is a high-integrity, data-driven focus on the underlying forces that tend to remain “invisible and neglected by most market participants.” Phinance has just released a major report on China’s economic outlook for 2026, as well as a major report on the U.S. economic outlook. In this discussion, we take a serious look at the economic risks that China will be forced to confront in the coming year and beyond. Our discussion focuses on three areas: - Demographics: In the aftermath of the One Child Policy, China’s population is shrinking—and that has significant economic implications. - GDP and Debt: Relative to the U.S., China’s GDP has declined. In 2025, China managed to achieve a 5% growth rate through strong exports, but to keep it going, they will need to continue to “export, export, export”—with ramifications for the economies being flooded with China’s cheap goods. China has also doubled its money supply. - Real Estate: China’s real estate problem is getting worse, not better. When the bubble bursts, Alegría and Dowd have serious concerns about a possible worldwide real estate contagion. Both of my guests bring a wealth of credentials permitting a nuanced and informed discussion of China’s economic realities. Alegría, originally trained as a physicist before turning to quantitative finance, has dual PhDs in optoelectronics and finance. While working at a large London-based hedge fund at the onset of the 2008 Financial Crisis, he was shocked to realize that almost no one saw it coming. He is author of the 2017 book, Economic Cycles, Debt, and Demographics. During the height of the Covid injection rollout, Dowd earned our deep appreciation for his powerful “Cause Unknown” book, his integrity, and his clarity in giving voice to the “died suddenly” phenomenon—and its economic implications. Before cofounding Phinance with Alegría, he had a lengthy career on Wall Street, including as a portfolio manager at BlackRock. This is an interview that helps adjust the picture that most Western financial professionals have about China, by, as Alegría puts it on the Phinance website, “separating information (signal) from noise.” For those who manage a family office, institutional assets, or family savings, and are likely affected by what happens in China and by the Trump administration’s trade policies, these Phinance reports offer valuable intelligence. Full Report: Subscribe toshow more

The Solari Report | Catherine Austin Fitts

89,950 subscribers

16,059 görüntüleme • 6 ay önce •via X (Twitter)

Anya Rossi• Live Now

Private livecam show

0 Yorum

Yorum bulunmuyor

Orijinal gönderinin yorumları burada görünecek

Benzer Videolar

China vs. America: The Gap Is Widening Again. Here is why China Is falling behind the U.S. -Fast. China was supposed to overtake the U.S., but the data is now telling a very different story. In this video, I break down the sharp reversal in China’s economic trajectory, from shrinking GDP relative to the U.S. to declining global share and rising structural imbalances. We go beyond surface-level explanations like currency depreciation and dig into the real drivers: policy shifts under Xi Jinping, increasing political centralization, and the growing disconnect between power and economic reality. From overcapacity and debt to demographic decline and fading innovation, this is a deep dive into why China’s rise may have already peaked and what that means for the global balance of power going forward.

China vs. America: The Gap Is Widening Again. Here is why China Is falling behind the U.S. -Fast. China was supposed to overtake the U.S., but the data is now telling a very different story. In this video, I break down the sharp reversal in China’s economic trajectory, from shrinking GDP relative to the U.S. to declining global share and rising structural imbalances. We go beyond surface-level explanations like currency depreciation and dig into the real drivers: policy shifts under Xi Jinping, increasing political centralization, and the growing disconnect between power and economic reality. From overcapacity and debt to demographic decline and fading innovation, this is a deep dive into why China’s rise may have already peaked and what that means for the global balance of power going forward.

Ken Cao-The China Crash Chronicle

274,834 görüntüleme • 4 ay önce

"WE PUT TOGETHER A VACCINE DAMAGE REPORT... THE HUMAN COST FROM MRNA VACCINES... [IS] 300,000 EXCESS DEATHS IN '21 AND '22 [IN THE U.S.]..." "WE CAME UP WITH 26.6 MILLION VACCINE-INJURED [AMERICANS], WHICH WE'RE SAYING [ARE] CHRONICALLY SICK AND MISSING WORK." In this interview with Dr. Drew (Dr. Drew) and Dr. Kelly Victory (Kelly Victory MD), former BlackRock fund manager and founding partner at Phinance Technologies Edward Dowd (Edward Dowd) outlines the enormous toll the COVID-19 injections have taken on America: in terms of lives lost, disabilities, injuries, and economic cost. Dowd, who's previously said he thinks COVID's "being used as cover to prevent the coming riots from... [global] financial collapse" (read more here: says he and his team estimate the injections killed 300,000 Americans in 2021 and 2022, injured more than 26 million, and cost the country $150 billion worth of lost work time in 2022 alone. "[W]e did an analysis of the U.S., specifically because we have the best data in terms of disabilities and whatnot, and, using the U.S. Bureau of Labor Statistics coupled with excess mortality... we put together a vaccine damage report," Dowd tells Drew and Victory. He notes that his team's damage report—conservatively—pegs "300,000 excess deaths in '21 and '22 from the vaccine." The damage report also highlights 1.36 million cumulative disabilities from the COVID injections in the U.S., as well as 26.6 million "vaccine-injured" Americans; that is, Americans who are "chronically sick and missing work." "So that's a total of about 30 million Americans [affected]; about 10% of the population," Dowd says. He adds "That actually foots with what we saw [with] the adverse reactions in the clinical trials, so this is not too far off that number." Read more about the damage report on the Phinance Technologies website:

"WE PUT TOGETHER A VACCINE DAMAGE REPORT... THE HUMAN COST FROM MRNA VACCINES... [IS] 300,000 EXCESS DEATHS IN '21 AND '22 [IN THE U.S.]..." "WE CAME UP WITH 26.6 MILLION VACCINE-INJURED [AMERICANS], WHICH WE'RE SAYING [ARE] CHRONICALLY SICK AND MISSING WORK." In this interview with Dr. Drew (Dr. Drew) and Dr. Kelly Victory (Kelly Victory MD), former BlackRock fund manager and founding partner at Phinance Technologies Edward Dowd (Edward Dowd) outlines the enormous toll the COVID-19 injections have taken on America: in terms of lives lost, disabilities, injuries, and economic cost. Dowd, who's previously said he thinks COVID's "being used as cover to prevent the coming riots from... [global] financial collapse" (read more here: says he and his team estimate the injections killed 300,000 Americans in 2021 and 2022, injured more than 26 million, and cost the country $150 billion worth of lost work time in 2022 alone. "[W]e did an analysis of the U.S., specifically because we have the best data in terms of disabilities and whatnot, and, using the U.S. Bureau of Labor Statistics coupled with excess mortality... we put together a vaccine damage report," Dowd tells Drew and Victory. He notes that his team's damage report—conservatively—pegs "300,000 excess deaths in '21 and '22 from the vaccine." The damage report also highlights 1.36 million cumulative disabilities from the COVID injections in the U.S., as well as 26.6 million "vaccine-injured" Americans; that is, Americans who are "chronically sick and missing work." "So that's a total of about 30 million Americans [affected]; about 10% of the population," Dowd says. He adds "That actually foots with what we saw [with] the adverse reactions in the clinical trials, so this is not too far off that number." Read more about the damage report on the Phinance Technologies website:

Sense Receptor

351,571 görüntüleme • 3 yıl önce

China: The Vanguard of the 21st Century Untouchable & Not Defeatable! In the 21st century, China has emerged as a formidable global leader, redefining the contours of military, industrial, and financial power. This ascent is not merely a shift in geopolitics but a testament to China’s strategic vision, disciplined execution, and unwavering commitment to its people and sovereignty. With a blend of historical resilience and modern innovation, China stands as a beacon of progress, steering the world toward a multipolar future. Militarily, China has transformed into a powerhouse, prioritizing self-reliance and advanced technology. The People’s Liberation Army (PLA) is now one of the most sophisticated forces globally, equipped with cutting-edge weaponry, including hypersonic missiles, stealth fighters like the J-20, and a rapidly expanding naval fleet featuring aircraft carriers like the Fujian. China’s military doctrine emphasizes defense and regional stability, deterring external threats while safeguarding its territorial integrity. Investments in cyber warfare, artificial intelligence, and space technology further underscore its forward-thinking approach. By maintaining a no-first-use nuclear policy and advocating for peaceful resolutions, China positions itself as a responsible global actor, contrasting with the interventionist tendencies of other powers. Industrially, China has become the world’s manufacturing hub, driving global supply chains with unmatched efficiency. From high-speed rail networks to renewable energy technologies, China leads in infrastructure and innovation. Its Belt and Road Initiative has fostered connectivity across Asia, Africa, and Europe, creating economic corridors that uplift developing nations. Companies like Huawei and BYD exemplify China’s technological prowess, dominating 5G infrastructure and electric vehicle markets. The nation’s focus on green energy—leading the world in solar and wind power production—demonstrates its commitment to sustainable development. By prioritizing innovation, China has transitioned from being the “world’s factory” to a leader in high-tech industries, setting global standards in AI, robotics, and quantum computing. Financially, China’s influence is equally profound. The renminbi is steadily gaining traction as a global currency, with institutions like the Asian Infrastructure Investment Bank (AIIB) challenging Western-dominated financial systems. China’s digital economy, driven by platforms like Alipay and WeChat, has revolutionized global fintech, offering inclusive financial services to millions. The country’s foreign exchange reserves, among the largest in the world, provide economic stability and leverage in international trade. By promoting de-dollarization and fostering trade agreements like the Regional Comprehensive Economic Partnership (RCEP), China is reshaping global finance, prioritizing mutual benefit over hegemony. Its prudent economic policies have lifted hundreds of millions out of poverty, creating a robust middle class that fuels domestic consumption and global demand. China’s rise is not without challenges, but its ability to navigate complexities—be it geopolitical tensions or economic transitions—reflects its strategic depth. The nation’s emphasis on cultural heritage, education, and social cohesion fosters a unified society capable of sustaining long-term goals. Unlike powers that rely on coercion, China’s influence stems from partnership and shared prosperity, offering a model of development that resonates with the Global South. In the 21st century, China’s leadership in military, industrial, and financial spheres is a triumph of vision and resilience. It stands as a global force that champions sovereignty, innovation, and cooperation, shaping a world where power is balanced, and progress is inclusive. As the century unfolds, China’s trajectory promises to inspire and redefine global dynamics for generations to come.

China: The Vanguard of the 21st Century Untouchable & Not Defeatable! In the 21st century, China has emerged as a formidable global leader, redefining the contours of military, industrial, and financial power. This ascent is not merely a shift in geopolitics but a testament to China’s strategic vision, disciplined execution, and unwavering commitment to its people and sovereignty. With a blend of historical resilience and modern innovation, China stands as a beacon of progress, steering the world toward a multipolar future. Militarily, China has transformed into a powerhouse, prioritizing self-reliance and advanced technology. The People’s Liberation Army (PLA) is now one of the most sophisticated forces globally, equipped with cutting-edge weaponry, including hypersonic missiles, stealth fighters like the J-20, and a rapidly expanding naval fleet featuring aircraft carriers like the Fujian. China’s military doctrine emphasizes defense and regional stability, deterring external threats while safeguarding its territorial integrity. Investments in cyber warfare, artificial intelligence, and space technology further underscore its forward-thinking approach. By maintaining a no-first-use nuclear policy and advocating for peaceful resolutions, China positions itself as a responsible global actor, contrasting with the interventionist tendencies of other powers. Industrially, China has become the world’s manufacturing hub, driving global supply chains with unmatched efficiency. From high-speed rail networks to renewable energy technologies, China leads in infrastructure and innovation. Its Belt and Road Initiative has fostered connectivity across Asia, Africa, and Europe, creating economic corridors that uplift developing nations. Companies like Huawei and BYD exemplify China’s technological prowess, dominating 5G infrastructure and electric vehicle markets. The nation’s focus on green energy—leading the world in solar and wind power production—demonstrates its commitment to sustainable development. By prioritizing innovation, China has transitioned from being the “world’s factory” to a leader in high-tech industries, setting global standards in AI, robotics, and quantum computing. Financially, China’s influence is equally profound. The renminbi is steadily gaining traction as a global currency, with institutions like the Asian Infrastructure Investment Bank (AIIB) challenging Western-dominated financial systems. China’s digital economy, driven by platforms like Alipay and WeChat, has revolutionized global fintech, offering inclusive financial services to millions. The country’s foreign exchange reserves, among the largest in the world, provide economic stability and leverage in international trade. By promoting de-dollarization and fostering trade agreements like the Regional Comprehensive Economic Partnership (RCEP), China is reshaping global finance, prioritizing mutual benefit over hegemony. Its prudent economic policies have lifted hundreds of millions out of poverty, creating a robust middle class that fuels domestic consumption and global demand. China’s rise is not without challenges, but its ability to navigate complexities—be it geopolitical tensions or economic transitions—reflects its strategic depth. The nation’s emphasis on cultural heritage, education, and social cohesion fosters a unified society capable of sustaining long-term goals. Unlike powers that rely on coercion, China’s influence stems from partnership and shared prosperity, offering a model of development that resonates with the Global South. In the 21st century, China’s leadership in military, industrial, and financial spheres is a triumph of vision and resilience. It stands as a global force that champions sovereignty, innovation, and cooperation, shaping a world where power is balanced, and progress is inclusive. As the century unfolds, China’s trajectory promises to inspire and redefine global dynamics for generations to come.

𝐃𝐚𝐯𝐢𝐝 𝐙 🇷🇺 🇮🇪

670,665 görüntüleme • 11 ay önce

China’s Economy Can’t Survive This Is decoupling from China impossible—or is that exactly what Beijing wants you to believe? In this episode of China Uncensored, we examine the real costs of breaking economic dependence on China, who has the most to lose, and why decoupling may be an investment rather than a sacrifice.

China’s Economy Can’t Survive This Is decoupling from China impossible—or is that exactly what Beijing wants you to believe? In this episode of China Uncensored, we examine the real costs of breaking economic dependence on China, who has the most to lose, and why decoupling may be an investment rather than a sacrifice.

China Uncensored

11,567 görüntüleme • 1 ay önce

A top Chinese economist explains why China’s GDP may be overestimated by 3%. I don’t know who else could be as “clumsy” and stubborn as I am—I didn’t realize how much time and effort this “project” would take until I was already halfway through it. Anyway, this exceptionally long speech was delivered by Gao Shanwen, Chief Economist at the state-owned SDIC Securities and a former adviser to Chinese policymakers, on December 3, 2024. He analyzes the issue from four perspectives—China’s economic growth model, consumption data, employment figures, and a comparison between China’s real estate bubble and those in other countries—arguing that China’s GDP may be overestimated by 3%. His conclusion is highly persuasive. Although many of his statements and conclusions are notably mild and tactfully worded—likely due to his position within China—the Chinese Communist authorities still found them unacceptable. Following this speech, he has been indefinitely silenced. So cherish this—because it may well be his “last song.”

A top Chinese economist explains why China’s GDP may be overestimated by 3%. I don’t know who else could be as “clumsy” and stubborn as I am—I didn’t realize how much time and effort this “project” would take until I was already halfway through it. Anyway, this exceptionally long speech was delivered by Gao Shanwen, Chief Economist at the state-owned SDIC Securities and a former adviser to Chinese policymakers, on December 3, 2024. He analyzes the issue from four perspectives—China’s economic growth model, consumption data, employment figures, and a comparison between China’s real estate bubble and those in other countries—arguing that China’s GDP may be overestimated by 3%. His conclusion is highly persuasive. Although many of his statements and conclusions are notably mild and tactfully worded—likely due to his position within China—the Chinese Communist authorities still found them unacceptable. Following this speech, he has been indefinitely silenced. So cherish this—because it may well be his “last song.”

Inconvenient Truths — Jennifer Zeng Reports

128,262 görüntüleme • 1 yıl önce

China’s EV Bubble Is Breaking - The Industry China Bet Everything On Is Now Failing. China already survived one massive bubble: real estate. Now it’s walking straight into another one, and this time, the consequences could be far worse. In this video, I break down why China’s electric vehicle boom is starting to crack beneath the surface. From overcapacity and brutal price wars to collapsing profit margins and hidden systemic risks, this industry may not be the growth engine everyone thinks it is. This isn’t just about cars. It’s about what happens when a country bets its entire economic future on one sector and that sector starts to fail. If the EV bubble bursts, the impact won’t stay in the auto industry. It will ripple through jobs, infrastructure, and ultimately, confidence in China’s entire economic model.

China’s EV Bubble Is Breaking - The Industry China Bet Everything On Is Now Failing. China already survived one massive bubble: real estate. Now it’s walking straight into another one, and this time, the consequences could be far worse. In this video, I break down why China’s electric vehicle boom is starting to crack beneath the surface. From overcapacity and brutal price wars to collapsing profit margins and hidden systemic risks, this industry may not be the growth engine everyone thinks it is. This isn’t just about cars. It’s about what happens when a country bets its entire economic future on one sector and that sector starts to fail. If the EV bubble bursts, the impact won’t stay in the auto industry. It will ripple through jobs, infrastructure, and ultimately, confidence in China’s entire economic model.

Ken Cao-The China Crash Chronicle

44,970 görüntüleme • 5 ay önce

🚨Former BlackRock fund manager Ed Dowd says "China is hoarding copper," which "indicates [it] might be getting ready for war" Dowd paints a GRIM picture of China, noting that its real estate market is "a disaster" and that it's "in a deflationary death spiral because of [its] demographics" "just because they're hoarding doesn't mean the war is imminent. It just means that they're... getting ready for something" "[But] as their economy continues to crumble, they're having the problem of consumers that are doing well... not spending—their saving and hoarding" "[and] there's going to be a lot of unemployed Chinese as we roll forward" This clip of Dowd (Edward Dowd) is taken from an interview with CapitalCosm (CapitalCosm) posted to YouTube on July 14, 2026. ----------------Partial transcription of clip-------------- "We think China is hoarding copper. China is taking— they're buying real assets. They keep printing money to the tune of 10% a year, and they're converting a lot of their trade surpluses into real assets. So they're hoarding. "Look, if you're going to hoard copper, that indicates you might be getting ready for war as well. So there seems to be a hoarding issue going on there. It's not an indication that things are really well in the economy. They continue to just buy and stockpile. "You know, look, just because they're hoarding doesn't mean the war is imminent. It just means that they're just— they're getting ready for something, and they're buying real assets. "One of the biggest problems we have with China is they're 47% of the global money supply. People don't know that... But they have very low velocity of money. That's why— and they're in a deflationary death spiral because of their demographics. So what they're doing with their money, in aggregate, is buying real assets. "And... I think our velocity of money is 1.5. China's I think is point .4 or .6. Much lower than ours. That's why, that's why you're not seeing any inflation in China. In fact, it's the opposite. The savings rate in China is exploding. There's no safety net there. "And as their economy continues to crumble, they're having, they're having the problem of the consumers that are doing well are not spending, their saving and hoarding. "[And the real estate market is] a disaster. But what held them up, the disaster started in 2021, but they had a bunch of long-lived projects that— so construction had only rolled 20%, whereas land, new permitting was down 70, 80%. So that's now starting to roll. "We saw construction year over year go negative in Q1 of this year. So those projects are now rolling off, and all they care about is employment, so there's going to be a lot of unemployed Chinese as we roll forward."

🚨Former BlackRock fund manager Ed Dowd says "China is hoarding copper," which "indicates [it] might be getting ready for war" Dowd paints a GRIM picture of China, noting that its real estate market is "a disaster" and that it's "in a deflationary death spiral because of [its] demographics" "just because they're hoarding doesn't mean the war is imminent. It just means that they're... getting ready for something" "[But] as their economy continues to crumble, they're having the problem of consumers that are doing well... not spending—their saving and hoarding" "[and] there's going to be a lot of unemployed Chinese as we roll forward" This clip of Dowd (Edward Dowd) is taken from an interview with CapitalCosm (CapitalCosm) posted to YouTube on July 14, 2026. ----------------Partial transcription of clip-------------- "We think China is hoarding copper. China is taking— they're buying real assets. They keep printing money to the tune of 10% a year, and they're converting a lot of their trade surpluses into real assets. So they're hoarding. "Look, if you're going to hoard copper, that indicates you might be getting ready for war as well. So there seems to be a hoarding issue going on there. It's not an indication that things are really well in the economy. They continue to just buy and stockpile. "You know, look, just because they're hoarding doesn't mean the war is imminent. It just means that they're just— they're getting ready for something, and they're buying real assets. "One of the biggest problems we have with China is they're 47% of the global money supply. People don't know that... But they have very low velocity of money. That's why— and they're in a deflationary death spiral because of their demographics. So what they're doing with their money, in aggregate, is buying real assets. "And... I think our velocity of money is 1.5. China's I think is point .4 or .6. Much lower than ours. That's why, that's why you're not seeing any inflation in China. In fact, it's the opposite. The savings rate in China is exploding. There's no safety net there. "And as their economy continues to crumble, they're having, they're having the problem of the consumers that are doing well are not spending, their saving and hoarding. "[And the real estate market is] a disaster. But what held them up, the disaster started in 2021, but they had a bunch of long-lived projects that— so construction had only rolled 20%, whereas land, new permitting was down 70, 80%. So that's now starting to roll. "We saw construction year over year go negative in Q1 of this year. So those projects are now rolling off, and all they care about is employment, so there's going to be a lot of unemployed Chinese as we roll forward."

Sense Receptor

15,991 görüntüleme • 1 ay önce

🇨🇳 China is the biggest economic story almost nobody wants to look at too closely. Global monetary expert Jeffrey Snider says the picture is terrible: a banking crisis, an intractable real estate bust, weak household spending, falling property prices, and economic data that looks worse than almost anywhere else. “China has several crises all at the same time.” He points out that Chinese banks are pulling back on lending, except to the biggest state-owned firms and the government itself, while households are not spending because so much of their wealth is trapped in collapsing real estate. Then comes the bond market warning. “China’s government bond curve looks like a recession curve. It is massively steepening from an ultra-low level.” He says front-end rates are near record lows, the 10-year government bond is close to a record low, and China’s demand may have fallen so sharply that it is now changing the global oil picture. The country everyone treats as the engine of global growth may already be flashing recession signals from every direction. Jeffrey P. Snider

🇨🇳 China is the biggest economic story almost nobody wants to look at too closely. Global monetary expert Jeffrey Snider says the picture is terrible: a banking crisis, an intractable real estate bust, weak household spending, falling property prices, and economic data that looks worse than almost anywhere else. “China has several crises all at the same time.” He points out that Chinese banks are pulling back on lending, except to the biggest state-owned firms and the government itself, while households are not spending because so much of their wealth is trapped in collapsing real estate. Then comes the bond market warning. “China’s government bond curve looks like a recession curve. It is massively steepening from an ultra-low level.” He says front-end rates are near record lows, the 10-year government bond is close to a record low, and China’s demand may have fallen so sharply that it is now changing the global oil picture. The country everyone treats as the engine of global growth may already be flashing recession signals from every direction. Jeffrey P. Snider

Mario Nawfal

146,764 görüntüleme • 1 ay önce

Fareed Zakaria and I have long been on the same page when it comes to China and its approach to the chaos that is American economic and foreign policy. What China has done as a superpower is evolve to beat America at its own game. It’s able to do that because it has no shareholder class, but more importantly, it has built the economic and technological framework to play the long game against an adversary wired for short term gains. Short term is not how China operates, it has 10 and 25 year plans and it has spent decades preparing for this moment when the world sees the US as an unreliable transnational extortion gang. The U.S. has long been doing China’s work for them with numerous self inflicted wounds from poor economic and foreign policy to outright predatory behaviour. They have just bided their time waiting for Trump to set himself on fire after he realised that he could not crush the Chinese economy with his failed tariff strategy. This clip is well worth 5 minutes of your time if you want to better understand where the world is heading. TikTok -

Fareed Zakaria and I have long been on the same page when it comes to China and its approach to the chaos that is American economic and foreign policy. What China has done as a superpower is evolve to beat America at its own game. It’s able to do that because it has no shareholder class, but more importantly, it has built the economic and technological framework to play the long game against an adversary wired for short term gains. Short term is not how China operates, it has 10 and 25 year plans and it has spent decades preparing for this moment when the world sees the US as an unreliable transnational extortion gang. The U.S. has long been doing China’s work for them with numerous self inflicted wounds from poor economic and foreign policy to outright predatory behaviour. They have just bided their time waiting for Trump to set himself on fire after he realised that he could not crush the Chinese economy with his failed tariff strategy. This clip is well worth 5 minutes of your time if you want to better understand where the world is heading. TikTok -

𝔗𝔯𝔲𝔱𝔥 𝔐𝔞𝔱𝔱𝔢𝔯𝔰

36,343 görüntüleme • 3 ay önce

China's EV Industry: The Next Evergrande on Wheels. China’s next economic disaster isn’t real estate. It’s electric vehicles. From “car graveyards” filled with unsold EVs, to subsidies keeping zombie companies alive, China’s auto sector is on the same path as Evergrande. The result? Massive oversupply, collapsing prices, trillions in hidden debt, and a looming financial shock that could rival the real estate crisis. In this video, I break down how Beijing’s EV “miracle” became a Ponzi scheme on four wheels and why the crash will hit jobs, banks, and local governments across China.

China's EV Industry: The Next Evergrande on Wheels. China’s next economic disaster isn’t real estate. It’s electric vehicles. From “car graveyards” filled with unsold EVs, to subsidies keeping zombie companies alive, China’s auto sector is on the same path as Evergrande. The result? Massive oversupply, collapsing prices, trillions in hidden debt, and a looming financial shock that could rival the real estate crisis. In this video, I break down how Beijing’s EV “miracle” became a Ponzi scheme on four wheels and why the crash will hit jobs, banks, and local governments across China.

Ken Cao-The China Crash Chronicle

24,437 görüntüleme • 4 ay önce

China’s Foreign Ministry responded coldly to Trump’s threats: China opposes unilateral sanctions that have no basis in international law or authorization from the UN Security Council. In other words: China is not South Korea, Japan, or a pack of NATO clients trained to bark on command. Washington has spent years confusing its own coercive toolkit with global consensus, only to discover that most of the world has no interest in setting its economy on fire just to satisfy American geopolitical theater. Russia did not collapse the way they fantasized. And China is not Russia. China’s economic scale, industrial depth, trade networks, and strategic resilience are in a completely different category. Trump already lost this fight twice. Now the more Washington threatens, the more it pushes China to decouple on its own terms. This is the real source of American hysteria: it cannot win fairly, it cannot compel obedience indefinitely, and it cannot force a sovereign China to kneel. That is why the tantrums keep escalating. Because China is too large to bully, too industrialized to strangle, and too sovereign to kneel.

China’s Foreign Ministry responded coldly to Trump’s threats: China opposes unilateral sanctions that have no basis in international law or authorization from the UN Security Council. In other words: China is not South Korea, Japan, or a pack of NATO clients trained to bark on command. Washington has spent years confusing its own coercive toolkit with global consensus, only to discover that most of the world has no interest in setting its economy on fire just to satisfy American geopolitical theater. Russia did not collapse the way they fantasized. And China is not Russia. China’s economic scale, industrial depth, trade networks, and strategic resilience are in a completely different category. Trump already lost this fight twice. Now the more Washington threatens, the more it pushes China to decouple on its own terms. This is the real source of American hysteria: it cannot win fairly, it cannot compel obedience indefinitely, and it cannot force a sovereign China to kneel. That is why the tantrums keep escalating. Because China is too large to bully, too industrialized to strangle, and too sovereign to kneel.

𝘊𝘰𝘳𝘳𝘪𝘯𝘦

33,808 görüntüleme • 4 ay önce

This is perhaps the most important and powerful case against AUKUS that I've heard, especially because it comes from one of Australia's preeminent strategic thinkers: Hugh White, inaugural Director of the Australian Strategic Policy Institute (ASPI) and former Deputy Secretary for Strategy and Intelligence in the Australian Department of Defence. Here's what he says: - White argues that the era of Anglo-Saxon (British and American) dominance in the Western Pacific is ending. He states: "We are facing one of the, perhaps the biggest transformation in our shared international setting since European settlement." This transformation is driven by China's rise as an economic and military power comparable to the United States. - As a result he argues that there's no alternative to treating China as an equal partner: "Nobody really knows what America's aim in Asia is. But one thing's for sure, nobody in Washington thinks they should treat China as an equal partner. And my basic argument to my many friends in Washington is that if they don't treat China as an equal partner, then they're going to be taking on a rivalry with China that I don't think they can win." - He emphasizes this point repeatedly, arguing that given China's economic and military power, especially in the Western Pacific, the U.S. cannot maintain its previous position of uncontested primacy: "I don't see how, in an era where China's economy is as big as America's, in an era where its military power in the West Pacific is really quite comparable to America's, in an era where China is increasingly potent as a nuclear armed power, the US and China can find a way to get on in which the United States doesn't, at the very least, treat China as an equal partner." - White sees AUKUS as problematic because it aligns Australia (and potentially New Zealand) with a U.S. strategy that refuses to acknowledge this new reality. He argues that by supporting AUKUS, these countries are effectively endorsing a primacy approach that is "not a smart way to go" and risks destroying both their prosperity and their security, because they'll "only be prosperous and secure if the United States and China can find a way to get on." - On the economic benefits arguably brought by AUKUS: "The idea that you buy those economic benefits at the price of committing yourself to support an approach to this really fundamental question about the shape of our future order in Asia, which I don't think is going to work, that would be a very high price to pay for a very doubtful benefit."

This is perhaps the most important and powerful case against AUKUS that I've heard, especially because it comes from one of Australia's preeminent strategic thinkers: Hugh White, inaugural Director of the Australian Strategic Policy Institute (ASPI) and former Deputy Secretary for Strategy and Intelligence in the Australian Department of Defence. Here's what he says: - White argues that the era of Anglo-Saxon (British and American) dominance in the Western Pacific is ending. He states: "We are facing one of the, perhaps the biggest transformation in our shared international setting since European settlement." This transformation is driven by China's rise as an economic and military power comparable to the United States. - As a result he argues that there's no alternative to treating China as an equal partner: "Nobody really knows what America's aim in Asia is. But one thing's for sure, nobody in Washington thinks they should treat China as an equal partner. And my basic argument to my many friends in Washington is that if they don't treat China as an equal partner, then they're going to be taking on a rivalry with China that I don't think they can win." - He emphasizes this point repeatedly, arguing that given China's economic and military power, especially in the Western Pacific, the U.S. cannot maintain its previous position of uncontested primacy: "I don't see how, in an era where China's economy is as big as America's, in an era where its military power in the West Pacific is really quite comparable to America's, in an era where China is increasingly potent as a nuclear armed power, the US and China can find a way to get on in which the United States doesn't, at the very least, treat China as an equal partner." - White sees AUKUS as problematic because it aligns Australia (and potentially New Zealand) with a U.S. strategy that refuses to acknowledge this new reality. He argues that by supporting AUKUS, these countries are effectively endorsing a primacy approach that is "not a smart way to go" and risks destroying both their prosperity and their security, because they'll "only be prosperous and secure if the United States and China can find a way to get on." - On the economic benefits arguably brought by AUKUS: "The idea that you buy those economic benefits at the price of committing yourself to support an approach to this really fundamental question about the shape of our future order in Asia, which I don't think is going to work, that would be a very high price to pay for a very doubtful benefit."

Arnaud Bertrand

395,098 görüntüleme • 2 yıl önce

HYPOCRITES! Beijing firmly rejects US, EU smearing and interference against China The Paper: According to the website of the US State Department, US Deputy Secretary of State Wendy Sherman and the EU’s External Action Service Secretary-General Stefano Sannino held the fourth high-level meeting of the US-EU Dialogue on China on December 2. They stressed the importance of jointly “protecting the centrality of the UN Charter”, accused China of “economic coercion”, and made irresponsible remarks about China’s internal affairs. What is your response? Mao Ning: China firmly rejects the US and the EU’s interference in China’s internal affairs and smears against China. While the US and the EU say they will focus on “protecting the centrality of the UN Charter”, it is the US and some European countries that have ignored principles in the UN Charter such as peaceful settlement of international disputes and no interference in countries’ internal affairs, and have interfered in China’s internal affairs and even waged wars against sovereign countries like Iraq and Syria in the name of human rights. If anyone wants to discuss economic coercion, the US has publicly coerced countries to stop using equipment made by Chinese companies and halt cooperation with China. The US has introduced the CHIPS and Science Act, engaged its allies in economic bullying against China and sought to decouple from China and cut China off supply chains. The US’s Inflation Reduction Act forces European companies to relocate their production lines to America. All of those are defining examples of economic coercion. As a responsible member of the international community, China has always been a builder of world peace, a contributor to global development and a defender of international order, a fact that has been widely recognized in the international community. US-EU cooperation should not target any third party, still less seek to make an issue of China or stoke confrontation. As major forces in the world, the US and the EU need to demonstrate responsibility and do more things that are conducive to world stability and prosperity. 来自 YouTube

HYPOCRITES! Beijing firmly rejects US, EU smearing and interference against China The Paper: According to the website of the US State Department, US Deputy Secretary of State Wendy Sherman and the EU’s External Action Service Secretary-General Stefano Sannino held the fourth high-level meeting of the US-EU Dialogue on China on December 2. They stressed the importance of jointly “protecting the centrality of the UN Charter”, accused China of “economic coercion”, and made irresponsible remarks about China’s internal affairs. What is your response? Mao Ning: China firmly rejects the US and the EU’s interference in China’s internal affairs and smears against China. While the US and the EU say they will focus on “protecting the centrality of the UN Charter”, it is the US and some European countries that have ignored principles in the UN Charter such as peaceful settlement of international disputes and no interference in countries’ internal affairs, and have interfered in China’s internal affairs and even waged wars against sovereign countries like Iraq and Syria in the name of human rights. If anyone wants to discuss economic coercion, the US has publicly coerced countries to stop using equipment made by Chinese companies and halt cooperation with China. The US has introduced the CHIPS and Science Act, engaged its allies in economic bullying against China and sought to decouple from China and cut China off supply chains. The US’s Inflation Reduction Act forces European companies to relocate their production lines to America. All of those are defining examples of economic coercion. As a responsible member of the international community, China has always been a builder of world peace, a contributor to global development and a defender of international order, a fact that has been widely recognized in the international community. US-EU cooperation should not target any third party, still less seek to make an issue of China or stoke confrontation. As major forces in the world, the US and the EU need to demonstrate responsibility and do more things that are conducive to world stability and prosperity. 来自 YouTube

Zhang Heqing

19,719 görüntüleme • 2 yıl önce

“China not only wants to have this capacity, but they actually want to dominate this capacity globally," says CFR China and emerging technologies expert Chris McGuire, as he testifies before the House Foreign Affairs Committee. McGuire addresses China’s rapid expansion of legacy semiconductor manufacturing. He explains that 60% of the world’s new legacy fabrication plants (also know as fabs) built in the past two years were in China, and that China’s share of global legacy chip capacity is projected to rise from 34% in 2023 to 47% by 2027, compared to 4% in the United States. McGuire warns that China could use that dominance to undercut U.S. and allied firms, push them out of the market, and control 80 or 90% of the global supply of legacy chips, creating strategic and supply chain risks. He argues that the only way to constrain China’s growth in this sector is through controls on semiconductor manufacturing equipment. 🔗 Tap here for more on Chris McGuire's testimony:

“China not only wants to have this capacity, but they actually want to dominate this capacity globally," says CFR China and emerging technologies expert Chris McGuire, as he testifies before the House Foreign Affairs Committee. McGuire addresses China’s rapid expansion of legacy semiconductor manufacturing. He explains that 60% of the world’s new legacy fabrication plants (also know as fabs) built in the past two years were in China, and that China’s share of global legacy chip capacity is projected to rise from 34% in 2023 to 47% by 2027, compared to 4% in the United States. McGuire warns that China could use that dominance to undercut U.S. and allied firms, push them out of the market, and control 80 or 90% of the global supply of legacy chips, creating strategic and supply chain risks. He argues that the only way to constrain China’s growth in this sector is through controls on semiconductor manufacturing equipment. 🔗 Tap here for more on Chris McGuire's testimony:

Council on Foreign Relations

25,814 görüntüleme • 8 ay önce

Singapore's Lee Kuan Yew Saw China’s Collapse Coming. China Didn't Listen. In this video, we unpack 7 chilling warnings that Lee Kuan Yew gave the world about China’s trajectory—warnings that have aged like prophecy in 2025 as China faces economic stagnation, internal unrest, demographic collapse, and global backlash. Long before the Western media caught on, Lee saw the signs—and he sounded the alarm. From the dangers of performance legitimacy to the CCP’s dangerous addiction to nationalism, from the demographic time bomb to the centralization of power under Xi Jinping—this is a deep dive into why even China’s most respected observer in Asia believed the CCP’s rise would eventually hit a wall.

Singapore's Lee Kuan Yew Saw China’s Collapse Coming. China Didn't Listen. In this video, we unpack 7 chilling warnings that Lee Kuan Yew gave the world about China’s trajectory—warnings that have aged like prophecy in 2025 as China faces economic stagnation, internal unrest, demographic collapse, and global backlash. Long before the Western media caught on, Lee saw the signs—and he sounded the alarm. From the dangers of performance legitimacy to the CCP’s dangerous addiction to nationalism, from the demographic time bomb to the centralization of power under Xi Jinping—this is a deep dive into why even China’s most respected observer in Asia believed the CCP’s rise would eventually hit a wall.

Ken Cao-The China Crash Chronicle

96,649 görüntüleme • 7 ay önce

China’s Debt Bomb Is About to Explode – The End of the Chinese Yuan. China’s financial system is on the brink of disaster. In this video, I break down how Beijing’s hidden debt, fake GDP numbers, and maxed-out national credit card are driving the Chinese RMB toward total collapse. From unpaid pensions to collapsing real estate, this isn’t just an economic story — it’s a ticking time bomb that will impact the entire world. Watch until the end to see why inflation is the CCP’s last and most dangerous move.

China’s Debt Bomb Is About to Explode – The End of the Chinese Yuan. China’s financial system is on the brink of disaster. In this video, I break down how Beijing’s hidden debt, fake GDP numbers, and maxed-out national credit card are driving the Chinese RMB toward total collapse. From unpaid pensions to collapsing real estate, this isn’t just an economic story — it’s a ticking time bomb that will impact the entire world. Watch until the end to see why inflation is the CCP’s last and most dangerous move.

Ken Cao-The China Crash Chronicle

42,304 görüntüleme • 7 ay önce