#477 – Keyu Jin: China’s Economy, Tariffs, Trade, Trump, Communism & Capitalism

Keyu Jin is an economist specializing in China’s economy, international macroeconomics, global trade imbalances, and financial policy. She is the author of The New China Playbook: Beyond Socialism and Capitalism.
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Transcript:
https://lexfridman.com/keyu-jin-transcript

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EPISODE LINKS:
Keyu’s X: https://x.com/KeyuJin
Keyu’s Website: https://keyujin.com/
The New China Playbook (Book): https://amzn.to/4lpgmyK

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OUTLINE:
(00:00) – Introduction
(00:35) – Sponsors, Comments, and Reflections
(08:26) – Misconceptions about China
(12:57) – Education in China
(22:14) – Economic reforms of Deng Xiaoping
(27:33) – Mayor economy and GDP growth race
(41:20) – Growing up in China
(46:58) – First time in the US
(51:12) – China’s government vs business sector
(54:46) – Communism and capitalism
(58:25) – Jack Ma
(1:04:37) – China’s view on innovation and copying ideas
(1:11:15) – DeepSeek moment
(1:15:09) – CHIPS Act
(1:16:56) – Tariffs and Trade
(1:29:21) – Immigration
(1:34:08) – Taiwan
(1:39:54) – One-child policy
(1:47:51) – China’s economy collapse predictions
(1:52:34) – Advice for visiting China

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