- The long-term headwinds that China is facing, including demographic changes, resource limitations, and real estate challenges.
- Why America should raise tariffs on anything made in China where it would be strategically important for those goods to be made somewhere else.
- The state of real estate in China, including the fact that China’s economy is 30% real estate (double the percentage in the US) and that cities in China are sprawling and more akin to Chicago than Tokyo or Seoul.
- Xi Jinping’s performance to date, why he’s “picking losers” in the Chinese stock market to try to bolster certain industries, and why the Zero COVID push is about Xi trying to appear strong.
- The fact that China could be moderately competent and could still take over the world because of its sheer size.
- Noah’s book recommendations for people who want to learn more about China.
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