01 Sept 2025
49m

Dan Wang on China's Breakneck Economic Growth

Podcast cover

Odd Lots

In this episode of the Odd Lots podcast, hosts Tracy Alloway and Joe Weisenthal interview Dan Wang, a research scholar at the Hoover Institution and author of "BREAKNECK: China's Quest to Engineer the Future." They discuss China's focus on building and manufacturing, the political and economic factors driving this trend, and the implications for both China and the rest of the world. The conversation covers topics such as China's engineering-heavy leadership, the success and challenges of central planning, overproduction issues, the impact of US export controls, and China's ambitions beyond its borders. They also touch on the potential for the US to emulate certain aspects of China's economic model and the competition between the US and China in areas like AI and manufacturing.

Outlines

Part 1: Introduction, Engineering State

Part 2: Financials, Policy, AI

Part 3: Global Ambitions, Overcapacity

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