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

Show notes

Keyu Jin is an economist specializing in China’s economy, international macroeconomics, global trade imbalances, and financial policy. She is the author of The New China Playbook: Beyond Socialism and Capitalism. Thank you for listening ❤ Check out our sponsors: [https://lexfridman.com/sponsors/ep477-sc]( https://lexfridman.com/sponsors/ep477-sc">https://lexfridman.com/sponsors/ep477-sc See below for timestamps, transcript, and to give feedback, submit questions, contact Lex, etc. **Transcript:** [https://lexfridman.com/keyu-jin-transcript]( https://lexfridman.com/keyu-jin-transcript">https://lexfridman.com/keyu-jin-transcript **CONTACT LEX:** **Feedback** – give feedback to Lex: [https://lexfridman.com/survey]( https://lexfridman.com/survey">https://lexfridman.com/survey **AMA** – submit questions, videos or call-in: [https://lexfridman.com/ama]( https://lexfridman.com/ama">https://lexfridman.com/ama **Hiring** – join our team: [https://lexfridman.com/hiring]( https://lexfridman.com/hiring">https://lexfridman.com/hiring **Other** – other ways to get in touch: [https://lexfridman.com/contact]( https://lexfridman.com/contact">https://lexfridman.com/contact **EPISODE LINKS:** Keyu’s X: [https://x.com/KeyuJin]( https://x.com/KeyuJin">https://x.com/KeyuJin Keyu’s Website: [https://keyujin.com/]( https://keyujin.com/">https://keyujin.com/ The New China Playbook (Book): [https://amzn.to/4lpgmyK]( https://amzn.to/4lpgmyK">https://amzn.to/4lpgmyK **SPONSORS:** To support this podcast, check out our sponsors & get discounts: **Allio Capital:** AI-powered investment app that uses global macroeconomic trends. Go to [https://alliocapital.com/]( https://lexfridman.com/s/allio\_capital-ep477-sc">https://alliocapital.com/ **UPLIFT Desk:** Standing desks and office ergonomics. Go to [https://upliftdesk.com/lex]( https://lexfridman.com/s/uplift\_desk-ep477-sc">https://upliftdesk.com/lex **Hampton:** Community for high-growth founders and CEOs. Go to [https://joinhampton.com/lex]( https://lexfridman.com/s/hampton-ep477-sc">https://joinhampton.com/lex **Lindy:** No-code AI agent builder. Go to [https://go.lindy.ai/lex]( https://lexfridman.com/s/lindy-ep477-sc">https://go.lindy.ai/lex **LMNT:** Zero-sugar electrolyte drink mix. Go to [https://drinkLMNT.com/lex]( https://lexfridman.com/s/lmnt-ep477-sc">https://drinkLMNT.com/lex **OUTLINE:** (00:00) – Introduction (00:35) – Sponsors, Comments, and Reflections (08:26) – Misconceptions about China (12:57) – Education in China (22:14) – Economic reforms of Deng Xiaoping (27:33) – Mayor economy and GDP growth race (41:20) – Growing up in China (46:58) – First time in the US (51:12) – China’s government vs business sector (54:46) – Communism and capitalism (58:25) – Jack Ma (1:04:37) – China’s view on innovation and copying ideas (1:11:15) – DeepSeek moment (1:15:09) – CHIPS Act (1:16:56) – Tariffs and Trade (1:29:21) – Immigration (1:34:08) – Taiwan (1:39:54) – One-child policy (1:47:51) – China’s economy collapse predictions (1:52:34) – Advice for visiting China **PODCAST LINKS:** – Podcast Website: [https://lexfridman.com/podcast]( https://lexfridman.com/podcast">https://lexfridman.com/podcast – Apple Podcasts: [https://apple.co/2lwqZIr]( https://apple.co/2lwqZIr">https://apple.co/2lwqZIr – Spotify: [https://spoti.fi/2nEwCF8]( https://spoti.fi/2nEwCF8">https://spoti.fi/2nEwCF8 – RSS: [https://lexfridman.com/feed/podcast/]( https://lexfridman.com/feed/podcast/">https://lexfridman.com/feed/podcast/ – Podcast Playlist: [https://www.youtube.com/playlist?list=PLrAXtmErZgOdP\_8GztsuKi9nrraNbKKp4]( https://www.youtube.com/playlist?list=PLrAXtmErZgOdP\_8GztsuKi9nrraNbKKp4">https://www.youtube.com/playlist?list=PLrAXtmErZgOdP\_8GztsuKi9nrraNbKKp4 – Clips Channel: [https://www.youtube.com/lexclips]( https://www.youtube.com/lexclips">https://www.youtube.com/lexclips