UN/BALANCED

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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.
2
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.
1
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.
4
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.
2
47:13

June 2023

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.
5
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.
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…
1
46:47

January 2023

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