Archive - UN/BALANCED

UN/BALANCED Episode 9: Argentina's (Lack of) Development, the Promises and Perils of Dollarization, and Pettis on Peronism

Matt and Michael discuss the Argentinian election and the deep roots of Argentina's current troubles.

Dec 15, 2023

46:59

October 2023

UN/BALANCED Episode 8: How China's Booming Car Exports Might Force European Rebalancing, Plus How Protection Can Work (or Not)

Matt and Michael discuss the sudden emergence of the Chinese motor vehicle trade surplus, what it says about China, and what it means for Europeans.

Oct 19, 2023

41:55

August 2023

UN/BALANCED Episode 7: Europe's Crises, Dogs Getting Credit Cards, German Tourists Finally Save the World(?), and What Does "Saving" Mean…

Listen now | Matt and Michael catch up on what has happened in Europe since the start of the pandemic.

Aug 21, 2023

36:54

July 2023

UN/BALANCED Episode 6: China's Lackluster Reopening, What Chinese Leaders Have in Common With Herbert Hoover, Learning from Japan, and the…

Matt and Michael review China's surprisingly weak 2023H1 economic data and what it might mean for the future.

Jul 28, 2023

47:13

June 2023

UN/BALANCED Episode 5: The U.S. Banking System Reacts to Rate Hikes

Matt and Michael discuss how the blowups of Silicon Valley Bank, Signature Bank, and First Republic resemble--and differ from--previous failures. Plus…

Jun 20, 2023

41:24

April 2023

UN/BALANCED Episode 4: China's Two Sessions, Who Should Run Economic Policy, and the "Negative Convexity" of China's Local Debts

Matt and Michael discuss the state of Chinese political economy in the aftermath of Covid Zero.

Apr 11, 2023

38:13

March 2023

UN/BALANCED Episode 3: Globalization, Mary Poppins, the IRA, and the Opinion that Might Get Michael Pettis Shot

Matt and Michael discuss how to make cross-border economic integration work better.

Mar 10, 2023

48:50

February 2023

UN/BALANCED Episode 2: China's Reopening, Incredible Shrinking Surpluses, Russia's Balance of Payments, and Why Aging in Germany Could Lead…

Listen now | Matt and Michael discuss life in Beijing after the end of Covid Zero, the financial and economic impact of the war in Ukraine, and whether…

Feb 6, 2023

46:47

January 2023

UN/BALANCED Episode 1: Trade Wars Are Class Wars in 2020-2022

Listen now | In our inaugural episode, Matt Klein and Michael Pettis discuss the impact of the pandemic--and the varied policy responses--on global…

Jan 9, 2023

40:44

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