Surveying the Damage: The State of China's Economy in the Wake of COVID-19 | Leland Miller
Hidden Forces
Demetri Kofinas
4.8 • 1.6K Ratings
🗓️ 13 April 2020
⏱️ 55 minutes
🧾️ Download transcript
Summary
In Episode 133 of Hidden Forces, Demetri Kofinas speaks with Leland Miller, CEO of China Beige Book, which runs the largest private Chinese data collection operation in the world, about the state of China's economy in the wake of COVID-19. The two discuss the impact of the global shutdown on all the major sectors of China's economy, as well as the implications for China's already fragile banking system.
During the overtime, Leland and Demetri consider a host of geopolitical consequences that could flow from the ongoing global disruptions. They also discuss the effects to Chinese real estate and how the CCP may try a catastrophic contraction.
You can access the episode overtime, as well as the transcript and rundown to this week's episode through the Hidden Forces Patreon Page. All subscribers gain access to our overtime feed, which can be easily added to your favorite podcast application.
Producer & Host: Demetri Kofinas
Editor & Engineer: Stylianos Nicolaou
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Transcript
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| 0:00.0 | Today's episode of Hidden Forces is made possible by listeners like you. |
| 0:04.4 | For more information about this week's episode or for easy access to related programming |
| 0:09.7 | visit our website at hidden Forces. I.O. and subscribe to our free email list. |
| 0:16.4 | If you listen to the show on your Apple Podcast app, remember, you can give us a review. |
| 0:21.5 | Each review helps more people find the show and join our |
| 0:24.9 | amazing community. And with that, please enjoy this week's episode. And the What's up everybody? My guest today is Leeland Miller, chief executive officer of China Bejebok, which runs the largest |
| 0:57.2 | private data collection operation in the world, inside China, interviewing thousands of Chinese firms across every major sector |
| 1:06.2 | and region, focusing not just on the growth picture, but also key dynamics, such as inflation, the jobs market, credit and shadow finance. |
| 1:16.3 | Leland, welcome to Hidden Forces. |
| 1:19.7 | Thanks for having me. |
| 1:20.7 | I'm very excited to have you on Leland. |
| 1:23.0 | How are you doing? |
| 1:24.8 | Doing well, all things considered. |
| 1:27.1 | Bunker down. |
| 1:28.3 | Trying to stay safe. |
| 1:29.6 | How long have you been in quarantine? |
| 1:30.8 | Now, have you been in quarantine on US time or Beijing time? |
| 1:34.7 | US time. My team is based in New York so I have actually been out of New York for the |
| 1:41.2 | last over three weeks, bunker down outside of New York for the last over three weeks, bonkered down outside of New York, |
| 1:45.4 | self-quarantining with the family. |
| 1:47.9 | Our team has spread out everywhere, New York, D.C., San Francisco, London, Hong Kong, and doing what we need to do remotely. |
| 1:56.0 | Yeah, I've been also, I'm based in New York City, that's where our studio is, but I've been, |
... |
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