Episode Details
Title | Notes on China |
---|---|
Date | 3/5/2025 |
Podcast | Dwarkesh Podcast ↗ |
Key Insights
Bearish:
- 🔻 $CHINAEQUITIES - Chinese equities have been performing poorly for an extended period, indicating a bearish outlook for the overall Chinese stock market.
- “And even if you somehow make it to the public markets, Chinese equities have been performing terribly for years.” - Dwarkesh (33:45)
- 🔻 $CHINAVC - 🔒
- 🔻 $CHINATECH - 🔒
- 🔻 $CHINAEDU - 🔒
- 🔻 $CHINARE - 🔒