UN/BALANCED

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UN/BALANCED

UN/BALANCED

Matt Klein and Michael Pettis discuss the global economy and financial system.
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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.
3
UN/BALANCED Episode 6: China's Lackluster Reopening, What Chinese Leaders Have in Common With Herbert Hoover, Learning from Japan, and the…
Listen now (47 mins) | Matt and Michael review China's surprisingly weak 2023H1 economic data and what it might mean for the future.
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UN/BALANCED Episode 5: The U.S. Banking System Reacts to Rate Hikes
Listen now (41 mins) | Matt and Michael discuss how the blowups of Silicon Valley Bank, Signature Bank, and First Republic resemble--and differ…
UN/BALANCED Episode 4: China's Two Sessions, Who Should Run Economic Policy, and the "Negative Convexity" of China's Local Debts
Listen now (38 mins) | Matt and Michael discuss the state of Chinese political economy in the aftermath of Covid Zero.
5
UN/BALANCED Episode 3: Globalization, Mary Poppins, the IRA, and the Opinion that Might Get Michael Pettis Shot
Listen now (49 mins) | Matt and Michael discuss how to make cross-border economic integration work better.
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
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…
2
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