China‘s Syndrome, Part 1

In this episode of the Plutonomix Podcast, Laurie Kamhi and Barnaby Levin discuss China and its history and ideology to provide context for the next episode which will discuss how this will affect long-term investment strategies.

 

TIMESTAMPS

• [00:01] Intro
• [01:17] Understanding China
• [04:48] Its history with war
• [08:46] What are we to do?
• [10:16] Outro

 

RESOURCES

• CNBC’s full interview with Hayman’s Kyle Bass on investing in China
• The Art of War by Sun Tzu
• Destined for War: Can America and China Escape Thucydides's Trap? by Graham T. Allison
• Confucius
• Contact Barnaby
• Contact Laurie