Will a Bazooka Stimulus Revive China’s Economy? — ft. Alice Han | Prof G Markets

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This week on Prof G Markets, Scott and Ed open the show by discussing Tesla’s Robotaxi event, JPMorgan’s earnings, and the bull market’s second birthday. Then Alice Han, China economist and director at Greenmantle, joins the show to break down the latest fiscal policies coming out of China. She also shares how she thinks about investing in Chinese markets, discusses the likelihood that China will invade Taiwan, and explains why China’s trade surplus is causing problems for the country.

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Timestamps:
00:00 - Today's number
00:17 - Today's episode
03:12 - Headlines
21:48 - Break
19:10 - Will a Bazooka Stimulus Revive China’s Economy? — ft. Alice Han
19:21 - What are the measures that the Chinese government is taking to re-stimulate the economy?
20:49 - Why don’t you think the stimulus will transpire?
22:41 - What threat does the debt in the real estate sector pose to the Chinese economy?
24:56 - Do you think the property stresses you highlighted create too much risk to invest in China right now?
27:06 - What is your view on the risk of China invading Taiwan?
29:51 - Have you seen the data that one of the arguments against an invasion is actually demographic?
30:58 - What is your read on Xi Jinping and what do you think he is trying to accomplish?
34:09 - Break
34:23 - Do you think an autocratic society has more growth potential than a democratic society?
36:36 - Do you think it’s possible that “the king will go crazy”?
38:15 - What actions do you think China is more likely to take under a Harris administration?
39:49 - What do you think is the likelihood that the U.S. and China will kiss and make up?
44:42 - Break
44:52 - Conclusion

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Headlines:
Tesla’s Robotaxi Event Disappoints Investors'

US bank stocks pass pre-SVB high on hopes for economic ‘soft landing’

The bull market is 2 years old. Here's where Wall Street thinks stocks go next.

#business #news #tech #finance #stockmarket #profg #scottgalloway #profgmarkets #ai #tesla #robotaxi #jpmorganchase #alicehan #china #chinastock #chinesestock #taiwan #invasion #stimulus #realestate #xijinping #autocracy #democracy #kamalaharris #donaldtrump #unitedstates #usa
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Holly shit!!!! I think I just saw a superstar in the making. Alice Han is knowledgeable, articulate, facts driven in her analysis. She's IMPRESSIVE all around! Please invite her back OFTEN!

tomtran
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Dang, no joke! Alice Han is amazingly intelligent and should definitely be on again.

ntimnr
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Solid analysis from Alice Han on China. Nice to see analysis based on actual data instead of feelings.

rpersaud
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I agree Alice Han is a level up, she presents with a very high level of Intelligence and Truth Density. Prof G just got schooled, and he is obviously impressed. I'm gonna watch her part again.

skipsteel
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Thank you Alice for a truly educational dive into the U.S.-China future relationship. Like Ed, you can take complex situations and put into laymen's terms for simpletons like me. Please start a podcast soon as the world desperately needs your input.

GregCurtin
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I know Alice Han from Masterchef and now here she is, what a legend

Linny
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Like Scott, young people like Ed and Alice renew my faith in humanity.

future
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Alice has been very impressive. Great to listen to her.

Автор

Scott had a rare "the kids are alright" moment

MrTgrund
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Fascinating conversation that is only possible in this format. This woman is an incredible source of information. Another incredible guest who deserves to be known. Great job @TheProfGShow

TommySaucierPlourde
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First time in years I’ve said wow listening to an analyst. Alice was brilliant. Is.

TxRedMan
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Great pod. Alice Han is an impressive, articulate individual.

daves
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Never heard from han before, but Scott said it. She did excellent!

childoftheweb_
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Ms Han is a wonderful analyst & guest! Please invite her to join you regularly!

-Gramps
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More of Alice please! Damn she is knowledgeable.

AlexanderRose-jc
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I don’t comment often but wow…she has a a rock star could listen to her all day

wadethoms
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Wow, watch out Ed! Alice Han is IMPRESSIVE!

grumpygus
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First time experienced Prof G’s chemistry with Ed Elson at the same level that he has with Kara Swisher on Pivot

AjjKaim
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Alice Han very knowledgeable/impressive. I follow Ray Dalio, Peter Zeihan and Kyle Bass, but this is a different level.

timlangford
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This was a great episode. I watch regularly but this is info I’m not hearing in other media. It’s appreciated.

nathanmanuel