EPISODE · Apr 8, 2026 · 40 MIN
Will China overtake the U.S.? Probably—but not how you think
from Růžička & Vořechovský · host Jan Růžička
China produces over one-third of global industrial output. That’s not a trend. That’s a structural fact. Plus China keeps growing—but also keeps hitting constraints: weak consumption, high savings, terrible demographics and pressure to shift its model. So, will it find enough energy to jump over the U.S?
What this episode covers
China produces over one-third of global industrial output. That’s not a trend. That’s a structural fact. Plus China keeps growing—but also keeps hitting constraints: weak consumption, high savings, terrible demographics and pressure to shift its model. So, will it find enough energy to jump over the U.S?
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Will China overtake the U.S.? Probably—but not how you think
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