Episode Details
| Title | #477 – Keyu Jin: China’s Economy, Tariffs, Trade, Trump, Communism & Capitalism |
|---|---|
| Date | 8/13/2025 |
| Podcast | Lex Fridman Podcast ↗ |
Key Insights
Bullish:
- 🟢 $CHINESECON - The new generation in China is driving significant growth in consumer spending, particularly in entertainment, travel, clothing, and dining out. This shift in consumption patterns suggests strong potential for Chinese consumer-focused companies.
- “They spend so much more on entertainment, travel, clothing, restaurants. They have come out with these amazing coffee chains that have beaten completely Starbucks within a very short amount of time. This is all the new generation.” - Keyu (1:53:28)
- 🟢 $CHINESETECH - 🔒
- 🟢 $XIAOMI - 🔒