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

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<p>Keyu Jin is an economist specializing in China&#8217;s economy, international macroeconomics, global trade imbalances, and financial policy. She is the author of The New China Playbook: Beyond Socialism and Capitalism.<br /> Thank you for listening ❤ Check out our sponsors: <a href="https://lexfridman.com/sponsors/ep477-sc">https://lexfridman.com/sponsors/ep477-sc</a><br /> See below for timestamps, transcript, and to give feedback, submit questions, contact Lex, etc.</p> <p><b>Transcript:</b><br /> <a href="https://lexfridman.com/keyu-jin-transcript">https://lexfridman.com/keyu-jin-transcript</a></p> <p><b>CONTACT LEX:</b><br /> <b>Feedback</b> &#8211; give feedback to Lex: <a href="https://lexfridman.com/survey">https://lexfridman.com/survey</a><br /> <b>AMA</b> &#8211; submit questions, videos or call-in: <a href="https://lexfridman.com/ama">https://lexfridman.com/ama</a><br /> <b>Hiring</b> &#8211; join our team: <a href="https://lexfridman.com/hiring">https://lexfridman.com/hiring</a><br /> <b>Other</b> &#8211; other ways to get in touch: <a href="https://lexfridman.com/contact">https://lexfridman.com/contact</a></p> <p><b>EPISODE LINKS:</b><br /> Keyu&#8217;s X: <a href="https://x.com/KeyuJin">https://x.com/KeyuJin</a><br /> Keyu&#8217;s Website: <a href="https://keyujin.com/">https://keyujin.com/</a><br /> The New China Playbook (Book): <a href="https://amzn.to/4lpgmyK">https://amzn.to/4lpgmyK</a></p> <p><b>SPONSORS:</b><br /> To support this podcast, check out our sponsors &#38; get discounts:<br /> <b>Allio Capital:</b> AI-powered investment app that uses global macroeconomic trends.<br /> Go to <a href="https://lexfridman.com/s/allio_capital-ep477-sc">https://alliocapital.com/</a><br /> <b>UPLIFT Desk:</b> Standing desks and office ergonomics.<br /> Go to <a href="https://lexfridman.com/s/uplift_desk-ep477-sc">https://upliftdesk.com/lex</a><br /> <b>Hampton:</b> Community for high-growth founders and CEOs.<br /> Go to <a href="https://lexfridman.com/s/hampton-ep477-sc">https://joinhampton.com/lex</a><br /> <b>Lindy:</b> No-code AI agent builder.<br /> Go to <a href="https://lexfridman.com/s/lindy-ep477-sc">https://go.lindy.ai/lex</a><br /> <b>LMNT:</b> Zero-sugar electrolyte drink mix.<br /> Go to <a href="https://lexfridman.com/s/lmnt-ep477-sc">https://drinkLMNT.com/lex</a></p> <p><b>OUTLINE:</b><br /> (00:00) &#8211; Introduction<br /> (00:35) &#8211; Sponsors, Comments, and Reflections<br /> (08:26) &#8211; Misconceptions about China<br /> (12:57) &#8211; Education in China<br /> (22:14) &#8211; Economic reforms of Deng Xiaoping<br /> (27:33) &#8211; Mayor economy and GDP growth race<br /> (41:20) &#8211; Growing up in China<br /> (46:58) &#8211; First time in the US<br /> (51:12) &#8211; China&#8217;s government vs business sector<br /> (54:46) &#8211; Communism and capitalism<br /> (58:25) &#8211; Jack Ma<br /> (1:04:37) &#8211; China&#8217;s view on innovation and copying ideas<br /> (1:11:15) &#8211; DeepSeek moment<br /> (1:15:09) &#8211; CHIPS Act<br /> (1:16:56) &#8211; Tariffs and Trade<br /> (1:29:21) &#8211; Immigration<br /> (1:34:08) &#8211; Taiwan<br /> (1:39:54) &#8211; One-child policy<br /> (1:47:51) &#8211; China&#8217;s economy collapse predictions<br /> (1:52:34) &#8211; Advice for visiting China</p> <p><b>PODCAST LINKS:</b><br /> &#8211; Podcast Website: <a href="https://lexfridman.com/podcast">https://lexfridman.com/podcast</a><br /> &#8211; Apple Podcasts: <a href="https://apple.co/2lwqZIr">https://apple.co/2lwqZIr</a><br /> &#8211; Spotify: <a href="https://spoti.fi/2nEwCF8">https://spoti.fi/2nEwCF8</a><br /> &#8211; RSS: <a href="https://lexfridman.com/feed/podcast/">https://lexfridman.com/feed/podcast/</a><br /> &#8211; Podcast Playlist: <a href="https://www.youtube.com/playlist?list=PLrAXtmErZgOdP_8GztsuKi9nrraNbKKp4">https://www.youtube.com/playlist?list=PLrAXtmErZgOdP_8GztsuKi9nrraNbKKp4</a><br /> &#8211; Clips Channel: <a href="https://www.youtube.com/lexclips">https://www.youtube.com/lexclips</a></p>