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Lex Fridman Podcast

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

13 Aug 2025

Description

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 See below for timestamps, transcript, and to give feedback, submit questions, contact Lex, etc. Transcript: https://lexfridman.com/keyu-jin-transcript CONTACT LEX: Feedback - give feedback to Lex: https://lexfridman.com/survey AMA - submit questions, videos or call-in: https://lexfridman.com/ama Hiring - join our team: https://lexfridman.com/hiring Other - other ways to get in touch: https://lexfridman.com/contact EPISODE LINKS: Keyu's X: https://x.com/KeyuJin Keyu's Website: https://keyujin.com/ The New China Playbook (Book): 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/ UPLIFT Desk: Standing desks and office ergonomics. Go to https://upliftdesk.com/lex Hampton: Community for high-growth founders and CEOs. Go to https://joinhampton.com/lex Lindy: No-code AI agent builder. Go to https://go.lindy.ai/lex LMNT: Zero-sugar electrolyte drink mix. Go to 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 - Apple Podcasts: https://apple.co/2lwqZIr - Spotify: https://spoti.fi/2nEwCF8 - RSS: https://lexfridman.com/feed/podcast/ - Podcast Playlist: https://www.youtube.com/playlist?list=PLrAXtmErZgOdP_8GztsuKi9nrraNbKKp4 - Clips Channel: https://www.youtube.com/lexclips

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