IN THIS EPISODE, YOU’LL LEARN:

• How the Chinese central bank operates, and which interests they have in manipulating their interest rate.
• What the real drivers behind the trade war are.
• How to understand the Chinese economy and the impact of the US and the rest of the world.
• Why China will soon grow only 1-2% annually.
• Why the Chinese banking system prevents acute crises, but also limits growth.
• How to invest in China and to capture the premium from uncertainties.

TRANSCRIPT

Disclaimer: The transcript that follows has been generated using artificial intelligence. We strive to be as accurate as possible, but minor errors and slightly off timestamps may be present due to platform differences.

Preston Pysh  00:03

On today’s show, we have Mr. Leland Miller, who’s the president of China Beige Book International. Mr. Miller is a leading expert on China’s financial system, and our discussion today focuses on all the intricacies of that complicated and often confusing marketplace. Mr. Miller is a regular guest on CNBC, Bloomberg, and countless other global media outlets. I have no doubt you’re going to capture a ton of value from this interview because it’s hard to find someone that’s more tuned to the Chinese economy. In the interview, I was not able to accompany Stig, but I’ll be back with you guys on the following episodes. With that, I hope you guys enjoy the show!

Intro  00:40

You are listening to The Investors Podcast, where we study the financial markets and read the books that influence self-made billionaires the most. We keep you informed and prepared for the unexpected.

Stig Brodersen  01:00

Welcome to today’s show! I’m your host, Stig Brodersen. Leland, thank you so much for joining us here today.

Leland Miller  01:06

Thanks for having me!

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BOOKS AND RESOURCES

• China Beige Book website.

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