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China’s Growth: The End Is Near | Leland Miller



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In this episode of On The Margin Mike Ippolito is joined by Leland Miller, CEO of China Beige Book International for a deep dive into the Chinese financial system. After founding China Beige Book over 12 years ago, Leland provides a data driven assessment of the Chinese economy exploring whether China's growth model is coming to an end.

Leland also discusses China's financial deleveraging, the demographics of China's population, the reversal in globalization, tensions with the U.S, conflict between Russia & Ukraine & much more.
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Follow Leland Miller: @ChinaBeigeBook
Follow Mike: @MikeIppolito_
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Listen to this episode on Apple or Spotify.
Apple: https://tinyurl.com/mry8y4k3
Spotify: https://tinyurl.com/3vnnkrkw
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Timestamps:
00:00・Introduction
01:00・Founding China Beige Book
07:10・Is China Hitting Peak Growth
13:32・Financial Deleveraging In China
17:06・China's Demographic's
22:36・Fireblocks Ad
23:54・China & Russia
33:06・The End Of Globalization?
38:23・What Should China Be Worried About?
41:18・A Transition To Sustainable Growth
44:30・U.S vs China
Category
Management
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