Testimony before the U.S.-China Economic and Security Review Commission (January, 2020)
In my prepared testimony, I explain why Chinese capital controls are the “original sin” of global imblances (10 min).
Testimony before the U.S.-China Economic and Security Review Commission (January 2020)
Here’s the entire panel session, entitled “China’s Quest for Capital: Motivations, Methods and Implications.”
RealVision: Dollar Liquidity Crisis – The End Game for China (2019)
In one of the most-watched RealVision episodes ever, I explained the roots of the 2015-16 RMB crisis and how the response put China on a one-way road to debt-deflation.
Podcast: China Real Estate Collapse Has Only Just Begun (2024)
Ranking as the #2 all-time Forward Guidance podcast on Youtube, I explained why the real estate bust will be a drag on China’s economy for years to come
Yahoo Finance, February 11, 2025
I called for a 20% drawdown in stocks a week before a 20% drawdown commenced.
CNBC, Aug. 25, 2025
I predict that “all the large Chinese property developers will become zombies.”