57: Tom Orlik on why the China bubble never seems to pop

<p>After taking some time to welcome his newborn son, James returns to his co-hosting duties, as he and Elliott welcome Bloomberg Chief Economist Tom Orlik to the pod to discuss Tom’s new book <i>China: The Bubble that Never Pops</i>. Ell, James, and Tom discuss reasons to be optimistic about the future of the Chinese economy, and why it has avoided a major crisis in the decades following Reform and Opening Up. </p><p>James and Elliott also cover a few other hot topics in the news recently, such as the prospect of a Tiktok ban in the US. </p><p><strong>Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.</strong></p><p><a href="https://cdn.technode.com/wp-content/uploads/2019/08/cti-podcast-20190812-ytd-china-consumer-index.pdf">Get the PDF of the China Consumer Index.</a></p><p>Watchlist:</p><ul><li>Tencent</li><li>Alibaba</li><li>Baidu</li><li>iQiyi</li><li>Xiaomi</li><li>J...