EP233: Long Takes From The Road: Thoughts on "Peak China"

Podcast: Super-Spiked Podcast · Arjun Murti

Opublikowano: 2026-10-24

WATCH the video on Substack by clicking the play button above or on YouTube (here). STREAM audio only on Apple Podcasts (here), Spotify (here), or your favorite podcast player app. DOWNLOAD a pdf of a moderately edited transcript using the blue Download button below. A recurring theme from many of our recent meetings and engagements is around the role of China in energy markets going forward. Here are nine China-related thoughts in the context of our Geopolitical Super Vol macro framework. * China’s massive trade surplus with the rest of the wo...