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.”
CNBC, December 23, 2025
China may have decided to “rip the ban-aid” off the property market
The Bitcoin Layer Podcast, January 22, 2026
Trump’s China policy, rare earth supply chains, and China’s economic troubles.
Market Huddle Podcast, March 14, 2026
A fun discussion with Kevin Muri on the war in the Middle East, what that means for markets, and why I’m fading the renewed China optimism
CNBC’s The China Connection May 25, 2026
AI capex demand, not the war in Iran, are pressuring bond yields