New Episode of UN/BALANCED!

Michael Pettis and I discuss the Chinese economy after "Covid Zero" and the "Two Sessions"

As I mentioned in the note announcing my parental leave, Michael and I were able to record the April episode of UN/BALANCED in advance. Check it out! Paid subscribers to The Overshoot are eligible for a substantial discount to UN/BALANCED.

UN/BALANCED Episode 4: China's Two Sessions, Who Should Run Economic Policy, and the "Negative Convexity" of China's Local Debts

I have also commissioned some pieces by outside contributors, which I look forward to begin publishing soon.

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