#477 – Keyu Jin: China’s Economy, Tariffs, Trade, Trump, Communism & Capitalism

Keyu Jin is an economist specializing in China's economy, international macroeconomics, global trade imbalances, and financial policy. She is the author of The New China Playbook: Beyond Socialism and Capitalism. Thank you for listening ❤ Check out our sponsors: https://lexfridman.com/sponsors/ep477-sc See below for timestamps, transcript, and to give feedback, submit questions, contact Lex, etc. Transcript: https://lexfridman.com/keyu-jin-transcript CONTACT LEX: Feedback - give feedback to Lex: https://lexfridman.com/survey AMA - submit questions, videos or call-in: https://lexfridman.com/ama Hiring - join our team: https://lexfridman.com/hiring Other - other ways to get in touch: https://lexfridman.com/contact EPISODE LINKS: Keyu's X: https://x.com/KeyuJin Keyu's Website: https://keyujin.com/ The New China Playbook (Book): https://amzn.to/4lpgmyK SPONSORS: To support this podcast, check out our sponsors & get discounts: Allio Capital: AI-powered investment app that uses global macroeconomic trends. Go to https://alliocapital.com/ UPLIFT Desk: Standing desks and office ergonomics. Go to https://upliftdesk.com/lex Hampton: Community for high-growth founders and CEOs. Go to https://joinhampton.com/lex Lindy: No-code AI agent builder. Go to https://go.lindy.ai/lex LMNT: Zero-sugar electrolyte drink mix. Go to https://drinkLMNT.com/lex OUTLINE: (00:00) - Introduction (00:35) - Sponsors, Comments, and Reflections (08:26) - Misconceptions about China (12:57) - Education in China (22:14) - Economic reforms of Deng Xiaoping (27:33) - Mayor economy and GDP growth race (41:20) - Growing up in China (46:58) - First time in the US (51:12) - China's government vs business sector (54:46) - Communism and capitalism (58:25) - Jack Ma (1:04:37) - China's view on innovation and copying ideas (1:11:15) - DeepSeek moment (1:15:09) - CHIPS Act (1:16:56) - Tariffs and Trade (1:29:21) - Immigration (1:34:08) - Taiwan (1:39:54) - One-child policy (1:47:51) - China's economy collapse predictions (1:52:34) - Advice for visiting China PODCAST LINKS: - Podcast Website: https://lexfridman.com/podcast - Apple Podcasts: https://apple.co/2lwqZIr - Spotify: https://spoti.fi/2nEwCF8 - RSS: https://lexfridman.com/feed/podcast/ - Podcast Playlist: https://www.youtube.com/playlist?list=PLrAXtmErZgOdP_8GztsuKi9nrraNbKKp4 - Clips Channel: https://www.youtube.com/lexclips