This week, Noah Smith and Erik Torenberg discuss China’s economic strategies, technological advancements, and geopolitical challenges, contrasting them with U.S. policy. They discuss topics from the Hong Kong protests to battery manufacturing and emphasize the need for American industrial policy, education reform, and strategic investment to stay competitive.
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SEND US YOUR Q’s FOR NOAH TO ANSWER ON AIR: [email protected]
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FOLLOW ON X:
@noahpinion
@eriktorenberg
@turpentinemedia
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RECOMMENDED IN THIS EPISODE:
Is the U.S. in a “high-level equilibrium trap”?: https://www.noahpinion.blog/p/is-the-us-in-a-high-level-equilibrium
Noahpinion: https://www.noahpinion.blog/
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TIMESTAMPS:
(00:00) Intro
(00:21) Disclosure
(01:26) Casual conversation and personal updates
(02:19) Discussion on China and Hong Kong protests
(03:35) China’s economic and demographic challenges
(07:24) China’s financial system and real estate issues
(11:30) Sponsors: Netsuite | Shopify
(14:04) China’s economic slowdown
(16:15) Technological strengths and future projections
(20:50) US vs China in drone manufacturing
(22:44) Rise of electric motors
(24:14) China’s dominance in electric tech
(25:54) Challenges for American manufacturing
(28:38) Importance of solar and batteries
(31:19) Elon Musk’s role in electric tech
(36:46) Overcoming bottlenecks in manufacturing
(41:32) Sponsor: Adquick
(42:27) Political dynamics and industrial policy
(43:41) Wrap Read More
