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Thanks for having me on Harvey. Congrats on the growth of your podcast and congrats on Duke’s #2 (best ever) pre-season collegiate rugby ranking amongst D-3 schools. I really enjoyed our conversation. See you on the field this spring!

Unless I am mistaken, this is a first #1 ranking for Duke. Proud dad moment

This was me last night returning to Beijing. A ten hour drive was trasnformed into a 16 hour drive because it was the last day of the eight day long National Holiday. Next time, I may stay home for the holidays.

I've long argued the overly condescending narratives on China does public disservice. For those of us who get to see things on the ground regularly tried to tell the world the MSM is wrong often got labelled as ‘brainwashed’ or ‘propagandist’. Guess it's finally clear who's been

🇨🇳🇺🇸The former US Ambassador to China, Nicolas Burns, spoke honestly about China when he was out of the office: "We've underestimated Chinese power... I think the Chinese technology, military, and economics are stronger than we think they are." He articulated his points by

We will remember the players who focused on the real scientific problems without pivoting to porn after hyping AGI for 3 years to raise tens of billions. Thank you.

I will be hopping on X spaces soon to explain my vision with the fund! x.com/gave_vincent/s…

Looks like I got hacked - again- So there is no doubt: any post where I am promoting shit-coins, or any kind of crypto, is not me…

Today’s mood…

I think Gavekal put it best - TRUMP 1: Full haymaker to the cheek, China blindsided, but realized urgency - so they popped their real estate bubble in order to redirect capital towards industry and full self-reliance. Americans rejoice at “real estate collapse”, not

Luckily since the Louvre made NFTs of their jewelry, even though the crowns physically were stolen, they still own the same assets. Because the tokens still exist and are in limited supply just as before. Nothing has changed. few understand blockchain technology.

Gavekal Dragonomics’s Arthur Kroeber joins this week’s Trumponomics to discuss the long-term implications of the latest round of US-China trade war tit-for-tat bloomberg.com/news/articles/…

There was a whole genre of science fiction devoted to this fear. Authors around the world devoted their lives to it.

With ⁦Kuppy⁩ at the @gavekal global (HK) headquarters

They have 125,000 engineers at BYD. We have soybeans. The trade war isn’t going to be won the way Trump is doing it…

Was great to see you on our side of the pond Kuppy. Come back more often!

I am saddened to learn of the passing of former Emperor Sheev Palpatine. Emperor Palpatine was a devoted public servant, from the halls of the Imperial Senate to many positions of leadership in multiple Imperial administrations. His passing marks the loss of a figure who, with a

We just published a terrific guest piece from my friend Weijian Shan. I think it is a must read for anyone looking to understand China’s advances in manufacturing. research.gavekal.com/article/unrave… The piece has no firewall and is open to everyone. Incidentally, Weijian Shan wrote one

Shan Weijian is the GOAT! His insightful analysis deserves a wide audience. I call him the numbers guy because his essays always have stats neatly contained in a few paragraphs. His background in higher education shows through in the succinct clarity he brings to his writings.