All Episodes
Inside China Business — 88 episodes
These high-paying American careers will be destroyed by Chinese competition within 10 years
Big winners in Iran War shipping mess: oil tankers making $1 million a day, and Chinese shipyards
Why China is winning.
Real China Business: "Friendly Fraud", flowers, and why we hate credit cards
China is winning the trade war. China passes Germany and Japan to lead the world in car exports.
Over a thousand "dark fleet" tankers sell sanctioned oil. And nobody really wants them to stop.
Amazon Logistics and China Factories will bankrupt millions of online stores, shippers, and brokers
Canada's exports to China soar to highest level in decades, in pivot away from the US
The biggest Christian country in the world is . . . China?
AI: Why is Oracle leasing Nvidia chips to China at huge discounts?
Personal interest story: inside a China full-service gym. Central Business District, $23 per month
The Iran War and China are destroying gas-powered cars
John Deere, Jon Tester, and the "Right To Repair" movement suggest that things are broken at home.
The China rare earth metals fix: still over a trillion dollars and a decade away
Bullet trains, golf carts, and reindeer sleighs: A day in the life of an equipment buyer in China.
Desperation: Why OpenAI added a Chinese LLM to their platform to keep enterprise users
The spectacular rise and inevitable collapse of indoor vertical farming
SpaceX, China, and the global rocket shortage
China's monopoly in Rare Earth metals will last for decades, which is a national security crisis.
6 networks, 5 years, $4 trillion
China now has superiority in satellite navigation. This means decades of commercial dominance.
China's dilemma: help the Pentagon build jets and radars? Or win the 6G race?
The world is running out of sand. Will Chinese coal work instead?
Is medical tourism the answer to high drug prices, and long drug approval times?
Iran and China blew up the petrodollar system
China ships over 5 billion RISC-V chips as sanctions fail. But did the sanctions save Qualcomm?
How Amazon customers and Chinese companies avoid tariffs, by routing orders through Mexico
China's export curbs: a disaster for Japan, a boon for the Trump family
Cost of reshoring EV battery industry from China to US: $584 billion and an Opportunity Cost problem
US and NATO have a weapons manufacturing problem: we need China's rare earth metals to build them
Not even the World Cup saved the American travel industry, as China takes over top spot
A BRICS+ grain AND energy exchange could be bigger than the Euro
Russia and China were quietly taking over helium markets. Then Iran blew them up for everyone else
How to win in China
China's "underground carrier" goes deep to find vast new reserves of critical minerals
Simple Math: why construction companies buy materials directly from Chinese factories. Should you?
America is giving up in Vietnam, again as Chinese investment in VN grows to 16x
The world has a shortage of a hundred million homes. Chinese companies are supplying them.
Why we cannot convert office buildings into affordable housing
We were wrong about DeepSeek. Now Chinese AI companies export trillions of AI tokens.
Sanctions were supposed to stop China's semiconductor industry. The opposite happened.
Chinese robots will not replace Chinese workers. They will replace ours.
We are introducing channel memberships. Thank you for your support.
The Chinese want the RMB to be a top trading currency. The US government is helping them.
The University of Chicago has the best business school in the world. So why are they broke?
Investor alert: Rare earth mining isn't paying off
German FDI to China breaks record as large companies move in. Small companies should do the same.
One big winner in War on Iran: US natural gas exporters. Big loser: Europe.
We have a Chinese de-risking problem: where else can we find a billion consumers?
Why are gold mining stocks so cheap?
Is China selling off its US Treasury and dollar bonds? It's complicated.
European governments in a bind over Chinese solar panel imports
Global shipping is a disaster
China's AI ambitions have a major sand problem
Giant US deficits and debt rollovers wreak havoc among China's Belt and Road Initiative borrowers
Why US tariffs are pushing factories back to China
Adidas fires consultants, bets big on cricket and India. Share price doubles while Nike falls.
China's coal liquefaction remade global supply chains for energy and food. (Almost) nobody noticed
Nvidia, AMD, and data centers need diamonds from China
Manmade climate change is turning the world green. Literally. Bad news for fertilizer stocks.
Russian sanctions fail again: a new, faster financial system outside USD and SWIFT
Terrible US jobs report: all net new job creation since 2018 has been for immigrants; PT jobs soar
Chinese robots in suitcases and Trump's new robot bans: did Tesla just win the humanoid war?
Investor warning: de-dollarization, Chinese swaps, and plunging demand are destroying US oil and gas
The Urban Mining race: US and Europe already a decade behind, and probably cannot catch up
Good news: the prestige of a university doesn't matter. 10 years later, the salaries are the same.
How China destroyed US sanctions against Iran, Russia, and North Korea
Investor warning: tough times ahead for John Deere
(Almost) everyone hates data centers. And the economics are bad. They also can't be plugged in.
China has caught up in space. That changes everything, everywhere.
Billions in subsidies and credits for US solar panel industry. Is it enough to displace China?
Diesel fuel costs are blowing up American farmers. How China benefits from the coming shift.
Over a trillion dollars in equity wiped out as China, Canada dump commercial property. Who's next?
World's biggest consumer markets in 2030: China, India, Asia to boom. US, EUR up slightly, JPN down
Tens of thousands of US university jobs at risk as Chinese students -- and their money -- stay home
Wall Street investment funds lose billions on Evergrande bonds gamble
China has a massive wind power industry. And a massive waste problem.
How did Wall Street lose money in China? By buying high and selling low, we are the dumb money.
Investors Beware: China's factories are moving. But not to Mexico or Vietnam.
China's huge new port in Peru cost the same as 12 F-16's
China will NOT replace the USD as the world's reserve currency. What's ahead will be much worse.
Persian Gulf War and Venezuela takeover push Canada to build new oil pipelines for Asia
Social security, or community cafeterias? Medicare, or family care? US and China systems compared
Iran spent $1 million to wipe out $30 billion in data center plans, and take down Amazon in the ME
US universities lose billions of dollars, thousands of admins to lose their jobs.
Why is everyone buying Chinese electric buses?
Why doesn't Apple make iPhones in the US? Because China will not allow it.
Power projects in US shut down after Trump's anti-China Executive Order