POPULARITY
16 episodes with leland miller
6 episodes with leland miller
3 episodes with leland miller
3 episodes with leland miller
2 episodes with leland miller
2 episodes with leland miller
Wilmington Trust's CIO lays out the case for why there's probably more downside risk ahead for stocks. China Beige Book CEO, Leland Miller, reacts to reports China is open to trade discussions with the US if the country starts showing more respect. Plus, WeBull shares have jumped more than 300% since its public debut last week. Its CEO weighs in on current sentiment among retail investors and the recent volatility in the shares of his own company.
Leland Miller joins Michael Green and Harley Bassman to discuss what the China Beige Book reveals about the investment universe. For more information, https://www.simplify.us. Questions about the content discussed in this video? Please contact info@simplify.us. Simplify Asset Management Inc. is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Simplify Asset Management Inc. and its representatives are properly licensed or exempt from licensure. SEC registration does not constitute an endorsement of the firm by the Commission, nor does it indicate that the advisor has attained a particular level of skill or ability. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This content is not intended to provide investment, tax, or legal advice. This content is solely for informational purposes and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. These materials are made available on an “as is” basis, without representation or warranty. The information contained in these materials has been obtained from sources that Simplify Asset Management Inc. believes to be reliable, but accuracy and completeness are not guaranteed. This information is only current as of the date indicated and may be superseded by subsequent market events or for other reasons. Neither the author nor Simplify Asset Management Inc. undertakes to advise you of any changes in the views expressed herein.
Join us for an enlightening discussion with Leland Miller from China Beige Book as we unpack the intricate web of China's economic landscape. From the challenges faced by Chinese households in securing diversified investments to the enigmatic nature of the stock market, we navigate a realm where policy often overshadows growth. Discover why even the most anticipated government stimuli may fall short without pivotal reforms in foreign investment and legal infrastructure. Through a critical lens, we examine the structural dynamics that favor state enterprises and dissect the demographic hurdles that loom over China's economic horizon.Our dialogue takes an intriguing turn as we explore China's geopolitical maneuvers, delving into its strategic engagements with nations like India and its technological aspirations in AI, quantum computing, and biotech. The episode unveils the implications of these ambitions on both military capabilities and global tech policies, with a particular focus on the U.S. stance on technology transfers. We also cast a spotlight on China's military ambitions and its intense focus on Taiwan, fueled by a resource-intensive strategy aimed at achieving its objectives by 2027.We wrap up by casting a spotlight on key sectors within China, from the shifting dynamics in the luxury market to the resilient rise of the electric vehicle industry, propelled by substantial state support. As we dissect the property sector's evolution and the government's intricate balancing act to maintain stability, the episode challenges the reliability of traditional economic indicators, advocating for a more nuanced understanding of China's economic health. Whether you're an investor, policy maker, or simply curious about China's evolving role on the global stage, this conversation promises to offer valuable insights and provoke thought.The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions. Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Foodies unite…with HowUdish!It's social media with a secret sauce: FOOD! The world's first network for food enthusiasts. HowUdish connects foodies across the world!Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!HowUdish makes it simple to connect through food anywhere in the world.So, how do YOU dish? Download HowUdish on the Apple App Store today:
Commissioner Leland R. Miller is the co-founder and CEO of China Beige Book. A noted authority on China's economy and financial system, he is a frequent commentator on media outlets such as CNBC, Bloomberg TV, CNN, and FOX Business, and he has served as guest host of two of the financial world's top morning news shows, CNBC Squawk Box and Bloomberg Surveillance. His work is featured regularly in the Wall Street Journal, New York Times, Financial Times, Washington Post and many others. Before co-founding China Beige Book in 2010, Leland was a capital markets attorney based out of New York and Hong Kong and worked on the deal team at a major investment bank. He holds a law degree from the University of Virginia School of Law, where he was Hardy C. Dillard fellow and editor-in-chief of the International Law Journal; a master's degree in Chinese History from Oxford University; a BA in European History from Washington & Lee University; and a graduate Chinese language fellowship from Tunghai University (Taiwan). He returned to W&L as the Williams School's Executive-in-Residence in 2015. Leland is an elected member of the National Committee on U.S.-China Relations, an elected life member of the Council on Foreign Relations, a board member of the Global Interdependence Center, and a non-resident Senior Fellow at the Brent Scowcroft Center on International Security at the Atlantic Council. Commissioner Miller was appointed by Speaker Mike Johnson for a term expiring December 31, 2025.
Guests: Mary Kissel, Leland Miller, Tony NashMary KisselMary is Executive Vice President and Senior Policy Advisor at Stephens Inc. In this role, she provides advice on geopolitical risk and macroeconomic trends to Stephens clients and the Stephens management team.From October 2018 to January 2021, Ms. Kissel served as Senior Advisor to Secretary of State Michael R. Pompeo. Prior to joining the State Department, she had a long and distinguished career on The Wall Street Journal editorial board, including stints as chief foreign policy writer in New York City and Asia-Pacific editorial page editor, based in Hong Kong. She began her career at Goldman Sachs. Leland MillerLeland is the co-founder and CEO of China Beige Book.A noted authority on China's economy and financial system, he is a frequent commentator on media outlets such as CNBC, Bloomberg TV, CNN, and FOX Business, and he has served as guest host of two of the financial world's top morning news shows, CNBC Squawk Box and Bloomberg Surveillance. Before co-founding China Beige Book in 2010, Leland was a capital markets attorney based out of New York and Hong Kong and worked on the deal team at a major investment bank. He holds a law degree from the University of Virginia, and a master's degree in Chinese History from Oxford UniversityLeland is an elected member of the National Committee on U.S.-China Relations, an elected life member of the Council on Foreign RelationsIn February 2024, Leland was appointed Commissioner to the congressionally-mandated U.S.-China Economic & Security Review Commission by Speaker of the House Mike Johnson Tony NashTony Nash is the CEO and Founder of Complete Intelligence. Previously, Tony built and led the global research business for The Economist and the Asia consulting business for IHS (now part of S&P). He is a frequent public speaker and a contributor to leading global media (BBC, CNBC, Bloomberg, etc.) and has served as an advisor to government and think tanks in Tokyo, Singapore, Beijing, Washington D.C. and others.Tony is an international advisory board member for Texas A&M University. He has a Master's Degree in International Relations from the Fletcher School of Law & Diplomacy at Tufts University and a BA in Business Management from Texas A&M University.Host: Tracy Shuchart (@chigrl)Disclaimer: This material is presented solely for informational and entertainment purposes and is not to be construed as a recommendation, solicitation, or an offer to buy or sell / long or short any securities, commodities, or any related financial instruments. Please contact a licensed professional before making any investment or trading decisions
China is the United States' largest trading partner, but its domestic economy is opaque. Leland Miller, co-founder and CEO of China Beige Book International, has used independent and alternative data to shed light on China's economy and financial system for more than a decade. Miller will explain the structure of China's economy and the current state of play. Leland Miller - CEO - China Beige Book International Craig Fuller - Founder and CEO - FreightWaves Learn more about your ad choices. Visit megaphone.fm/adchoices
China is the United States' largest trading partner, but its domestic economy is opaque. Leland Miller, co-founder and CEO of China Beige Book International, has used independent and alternative data to shed light on China's economy and financial system for more than a decade. Miller will explain the structure of China's economy and the current state of play. Leland Miller - CEO - China Beige Book International Craig Fuller - Founder and CEO - FreightWaves Learn more about your ad choices. Visit megaphone.fm/adchoices
What is the truth about China' economy today? Read the headlines or social media and we could be forgiven for thinking that the People's Republic is falling apart. The 42 trillion property market seems to be in a death spiral. Youth unemployment is at record highs. Government debt keeps rocketing higher. And just this week, reports that foreign companies took $160 billion out of the country in the past 6 quarters. All of this makes for a riveting picture of a fragile China, a cracking and crumbling China. But is it accurate? Enter Leland Miller, CEO, The China Beige Book. Tracking China's economy since the 1990s, Leland knows China. And he knows that to really understand what is going on, you must compare and discount several streams of information at the same time. His take on where China stands to today and her economy will surprise many. China is never as good as it seems from afar. Nor is it as bad. I know you will enjoy this conversation with Leland Miller, CEO, China Beige Book.
Eric and Eliot welcome Leland Miller, a non-resident senior fellow at the Asia Security Initiative of the Atlantic Council's Scowcroft Center on Strategy and Security and co-founder & CEO of China Beige Book International. Lee explains how China Beige Book acquires data on the PRC economy as well as the pitfalls of using official Chinese government data. They discuss both the short and longer run prospects for China's economy, the specific dysfunctions of one man rule of managing a large economy, the question of whether or not we have seen “peak China” and if that will make the PRC more or less aggressive vis a vis Taiwan. They consider whether an invasion or blockade of the island is more likely and why any of this should matter to the broader American public. Shield of the Republic is a Bulwark podcast co-sponsored by the Miller Center of Public Affairs at the University of Virginia.
Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- On today's episode, Leland Miller CEO of China Beige Book joins the show for a discussion on the death of China's old economic model. With China's weaker than expected reopening & many expecting the imminent collapse of China, we invited Leland Miller to the show to give a data driven look into the Chinese economy, to help us understand what is really going on beneath the surface. To hear all this & more, you'll have to tune in! -- Follow Leland: https://twitter.com/ChinaBeigeBook Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Michael: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- (00:00) Introduction (02:31) Thing Aren't Great In China, But It Isn't Collapsing (10:20) China's Old Economic Model Is Dying (14:05) Xi Jinping's Push To "Common Prosperity" (20:59) Blockworks Research Ad (21:46) Inflation & Deflation In China (27:30) How China's Growth Impacts Market's (32:46) China's Rippling Inflation Impact (37:54) U.S & China Relations -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
Leland Miller, CEO of China Beige Book International, shares his thoughts on the latest economic data out of China. Dana Simberkoff, Chief Risk, Privacy and Information Security Officer at AvePoint, explains why cybersecurity is not ready for the boom in AI. Edelman CEO Richard Edelman provides the details of the communication firm's Trust at Work report. And we Drive to the Close with Abhay Deshpande, CIO at Centerstone Investors. Hosts: Tim Stenovec and Jess Menton. Producer: Paul Brennan. See omnystudio.com/listener for privacy information.
Leland Miller, CEO of China Beige Book International, shares his thoughts on the latest economic data out of China. Dana Simberkoff, Chief Risk, Privacy and Information Security Officer at AvePoint, explains why cybersecurity is not ready for the boom in AI. Edelman CEO Richard Edelman provides the details of the communication firm's Trust at Work report. And we Drive to the Close with Abhay Deshpande, CIO at Centerstone Investors. Hosts: Tim Stenovec and Jess Menton. Producer: Paul Brennan. See omnystudio.com/listener for privacy information.
Leland Miller, founder of China Beige Book, sits down with Jack Farley at Camp Kotok to give a brief update on the state of the Chinese economy. Miller argues that, cyclically, Chinese growth is actually better than many economists believe. However, he reiterates his view that from a secular point of view, he expects Chinese growth to continue to encounter major headwinds. Recorded on August 5, 2023. Follow Leland Miller on Twitter https://twitter.com/ChinaBeigeBook Follow Jack Farley on Twitter https://twitter.com/JackFarley96 Follow Dave Nadig on Twitter https://twitter.com/DaveNadig Follow David Kotok on Twitter https://twitter.com/DavidKotokGIC Follow Cumberland Advisors on Twitter https://twitter.com/CumberlandADV Follow Global Interdependence Center on Twitter https://twitter.com/Interdependence Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance Follow Blockworks on Twitter https://twitter.com/Blockworks_ Big thank you to David Nadig of VettaFi for supplying the drone footage: https://www.youtube.com/watch?v=wT1H7or-sHo ___ Timecodes: (04:32) Chinese Real Estate Is An Absolute Mess (06:09) China's Economic Growth Model Has Changed (09:11) China's Economic Is Cyclically Better, But Securlarly Worse, Than Many Expect
Jordan Rochester, Nomura G-10 FX Strategist, says an ECB rate of 4% is not the base case but is "possible" after the latest 25 bps hike. Jay Bryson, Wells Fargo Chief Economist, says more shocks are hitting Europe than the US. Amy Wu Silverman, Head of Derivatives Strategy RBC Capital Markets, discusses the equity market following the Fed decision. Pat Toomey, Former Senator (R-PA), says Trump is his own worst enemy. Leland Miller, China Beige Book CEO & Co-Founder, discusses the PBOC lowering its main policy rate.Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.
Erik Schatzker, editor-at-large with Bloomberg TV, discusses Bridgewater's major revamp post-Ray Dalio. Andrea Auerbach, head of private investments at Cambridge Associates, joins the program to discuss the risks of private credit and outlook for it in 2023. Sonali Basak sits down with Coinbase CEO Brian Armstrong to discuss the company and the crypto industry. Leland Miller, CEO of China Beige Book, joins the program to discuss the latest PMI data China's Rebound. George Patterson, CIO, PGIM quantitative solutions, joins the program to discuss the firm's latest data as it comes to predicting the global and US economic outlook. Angela Seidler, VP of Investor Relations at Aurubis, joins the program to discuss commodities outlook with China's rapid reopening, market in Germany amid CPI data today, and US commodities market. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.
Matthew Luzzetti, Deutsche Bank Chief US Economist, says it's remarkable that the Fed has tightened as much as they have and you don't see the labor market coming into better balance. Julian Emanuel, Evercore ISI Chief Equity & Quantitative Strategist, sees a 30% chance of recession. Lara Rhame, FS Investments Chief US Economist, says the Fed needs to move the needle on employment. Leland Miller, China Beige Book International CEO, says there will be a cyclical bounce-back in China starting in 2Q. See omnystudio.com/listener for privacy information.
Seth Carpenter, Morgan Stanley Global Chief Economist, says the Fed will hike by 25 basis points on Wednesday, but "they are going to be done" after that. Stuart Kaiser, Citigroup Head of US Equity Trading Strategy, says the Fed is reiterating a message the markets have already gotten comfortable with. Leland Miller, China Beige Book International CEO, says despite China's manufacturing rebound, it won't help to drive growth. Paul Jacobson, General Motors CFO, discusses EV demand following the company's latest earnings results. See omnystudio.com/listener for privacy information.
In Episode 295 of Hidden Forces, Demetri Kofinas speaks with Shehzad Qazi, the Managing Director of China Beige Book, which provides institutional investors and corporate decision-makers with market-leading insights derived directly from their nationwide proprietary data on the Chinese economy. China Beige Book CEO Leland Miller was previously on Hidden Forces to talk about the impact of Covid-19 on China's economy and banking system, the latter of which has been a persistent source of weakness for the country's growth prospects. He and Demetri also discussed some of the geopolitical consequences that could potentially flow from the ongoing global disruptions caused by the pandemic and the effects on China's highly levered real estate market. Today's conversation with Shehzad Qazi picks up where that conversation with Leland Miller left off. With the Chinese economy's long-awaited reopening potentially picking up steam and the US and Europe possibly teetering on the edge of recession, the health of the Chinese economy remains the predominant demand variable driving the market's expectations for inflation and commodity prices globally. Shehzad shares with us what he and his team are seeing in terms of growth expectations for 2023 and why markets seem to be having such a difficult time pricing the risks associated with China's covid re-opening and its effect on the prices of key commodities such as oil, copper, and iron ore. He and Demetri also discuss the ongoing impact of geopolitical tensions on global supply chains and the effect of recent export controls on China's semiconductor industry. This is the latest in a series of episodes that we have published over the years on China's economy, its political system, and the challenges to US-China relations. You can find other such related podcasts on this week's episode page, where you can also access to the second part of today's conversation by joining one of our three content tiers. This gives you access to our premium feed which you can use to listen to the second part of today's conversation on your mobile device using your favorite podcast app. You can subscribe to our premium content and gain access to our premium feed, episode transcripts, and Intelligence Reports at HiddenForces.io/subscribe. If you want to join in on the conversation and become a member of the Hidden Forces genius community, which includes Q&A calls with guests, access to special research and analysis, in-person events, and dinners, you can also do that on our subscriber page. If you still have questions, feel free to email info@hiddenforces.io, and Demetri or someone else from our team will get right back to you. If you enjoyed listening to today's episode of Hidden Forces you can help support the show by doing the following: Subscribe on Apple Podcasts | YouTube | Spotify | Stitcher | SoundCloud | CastBox | RSS Feed Write us a review on Apple Podcasts & Spotify Subscribe to our mailing list at https://hiddenforces.io/newsletter/ Producer & Host: Demetri Kofinas Editor & Engineer: Stylianos Nicolaou Subscribe & Support the Podcast at https://hiddenforces.io Join the conversation on Facebook, Instagram, and Twitter at @hiddenforcespod Follow Demetri on Twitter at @Kofinas Episode Recorded on 01/24/2023
The Biden document drama intensified Friday as the FBI discovered an additional batch of classified papers at his Wilmington, Delaware home. Democrats are increasingly uneasy about the political damage to Biden as he prepares to formally announce his candidacy for a second term. Joining the show to discuss is Greg Valliere, chief US policy strategist at AGF Investments. Also on today's show: Leland Miller, CEO of the independent data platform China Beige Book. To learn more about how CNN protects listener privacy, visit cnn.com/privacy
Learn more about CI Futures: https://www.completeintel.com/futuresThis Week Ahead episode discusses the current state of the Chinese economy and its potential trajectory in the future, with experts Leland Miller, Mary Kissel, and Samuel Rines. In this episode, the panel discusses China's gradual reopening, China's place in the world, and the Chinese Communist Party's economy. Leland Miller, who leads China Beige Book, talks about China's Great(ish) Re-opening. He notes that the reopening has been a gradual process and not as quick as some had claimed it would be. He raises the question of when we will see China really break out, whether it will be after the Lunar New Year/Spring Festival or later. He also discussed what activity we should be watching to know that China is really back to normal, such as investment, hiring, etc. He concludes by commenting on what a "normal" Chinese economy will look like in 2024 and beyond. Mary Kissel, from Stephens, leads a discussion on China's place in the world. She notes that with confirmation that China's population has already peaked, there seems to be a subtle reassessment of the "China opportunity." She points out that there is a very different view of China from the European perspective vs the US perspective. Europe seems to be growing closer to China while the US seems to be pulling back. She also shares how US-China relations will change as China normalizes and whether US companies are really moving out of China. She also discusses the push-and-pull factors that influence these decisions and if US companies will be complacent and stop moving to manufacture elsewhere after the slower opening in China. Samuel Rines, from Corbu, leads a discussion on The Party's economy. He notes that under Xi's leadership, we've seen the Chinese Communist Party return to a more involved role across Chinese society. He shares if the government will be more assertive toward businesses - both domestic and foreign businesses - in a post-Covid world and if that could impact how foreign investors view investments in China. He also mentions recent central government intervention in several sectors, most notably tech and real estate, and asks how involved the government will be in the repair of the real estate sector and protecting the tech sector. He also shares that if given renewed government involvement as well as factors like population and economic slowdown, we expect these sectors to return to rapid growth anytime soon. Finally, the panel members share what they are thinking about China that they're not sure most people see. Key themes: 1. China's Great(ish) Re-opening 2. China's place in the world 3. The Party's economy This is the 50th episode of The Week Ahead, where experts talk about the week that just happened and what will most likely happen in the coming week. Follow The Week Ahead panel on Twitter: Tony: https://twitter.com/TonyNashNerd Leland: https://twitter.com/ChinaBeigeBook Mary: https://twitter.com/marykissel Sam: https://twitter.com/SamuelRinesWatch this on Youtube: https://youtu.be/1rP6mlxU4AE
Vincent Reinhart, Dreyfus and Mellon Chief Economist, discusses the Fed's path following US inflation cooling. Leland Miller, China Beige Book CEO, says we could see extremely high GDP growth in China next year. Carl Weinberg, High Frequency Economics Chief Economist & Managing Director, says the Fed will keep hiking rates even though we will see inflation metrics coming down this year. Dana Telsey, Telsey Advisory Group CEO & Chief Research Officer, talks retail in the wake of CPI. See omnystudio.com/listener for privacy information.
Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses the Fed, rate hike outlook, and the probability of a US recession in 2023. Leland Miller, CEO of the China Beige Book, discusses the latest data findings coming out of China and outlook for the country as 2023 kicks off. Per Norlen, CEO at Evaxion Biotech (NASDAQ: EVAX), discusses today's stock surge (as high as 43%) after getting FDA approval on its mid-stage cancer drug trial. Nathan Dean, Senior US policy analyst with Bloomberg Intelligence, joins to talk about potential policy proposals on deck for a divided Congress that's being welcome in today, including legislation related to crypto, marijuana, and other economic-related laws. Bob Minter, director of ETF investment strategy at abrdn, joins the program to discuss ETFs and outlook in 2023. Gina Martin Adams, Chief Equity Analyst with Bloomberg Intelligence, discusses equities and sectors she expects to outperform in 2023. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.
Health officials in China are promising to modify how some Covid-19 restrictions are applied following massive protests over the government's zero Covid policy. Joining the show to share his insights on both the protests as well as China's overall economic outlook is Leland Miller, CEO of the China Beige Book.To learn more about how CNN protects listener privacy, visit cnn.com/privacy
Leland Miller, CEO at China Beige Book, discusses the political and global economic implications of protests in China. Gina Martin Adams, Chief Equity Analyst with Bloomberg Intelligence, and Anurag Rana, Senior Tech Analyst with Bloomberg Intelligence, join the show to discuss China's impact on markets and iPhone production. Kevin Carter, CIO of EMQQ Global and EM equity expert, joins the show to talk about China and India, other emerging markets, and ETF flows. Fernando Valle, Senior Analyst with Bloomberg Intelligence, and Mike McGlone, with Bloomberg Intelligence, join the show to talk about the global energy market and how China's protests could affect crude, corn, copper, and other commodities. Jen Bartashus, Senior Analyst: Packaged Food & Retail Staples with Bloomberg Intelligence, joins the show to talk about Beyond Meat's stock move this morning and gives an update on how businesses are faring on Black Friday and Cyber Monday. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.
Leland Miller, CEO at China Beige Book, discusses China's economy and Chinese President Xi Jinping trying to improve ties with the West. He spoke with Juliette Saly on Bloomberg Radio.See omnystudio.com/listener for privacy information.
But for how long? Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTube: https://www.youtube.com/c/theleadlagreportFacebook: https://www.facebook.com/leadlagreportInstagram: https://instagram.com/leadlagreport Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off. Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Investing, Energy, China, and SCOTUS (Podcast) Phil Toews, CEO at Toews Asset Management, joins us in studio to talk about why he's put so much into cash and why he believes a defensive play will give him solid returns both in the short- and long-term. Gaurav Patankar, head of alternative investments and manager research at Bloomberg Intelligence, joins us to discuss outlook for university endowment returns. Fernando Valle, Senior Oil & Gas Analyst with Bloomberg Intelligence, joins the show to discuss oil demand after getting weak manufacturing data out of China and how the energy market is shifting amid a global slowdown. Drew Wilkerson, newly appointed CEO of RXO the truck brokerage spinoff of XPO Logistics, joins the show to discusses XPO's earnings record, the RXO spinoff, supply chain, and shipping outlook. Leland Miller, CEO at China Beige Book, joins the show to talk about the latest eco data out of China and outlook for the country. Kelsey Butler, Equality Reporter with Bloomberg News, joins the show to talk about today's Big Take story on and discusses the new Big Take podcast. Hosted by Paul Sweeney and Katie Greifeld.See omnystudio.com/listener for privacy information.
On today's episode of "On the Margin", Leland Miller CEO of China Beige Book joins the show for a discussion on China after their 20th party congress. Markets plunged on Monday after Xi Jinping clearly signalled to the world a new era within China. Leland walks through the paradigm shift in China's growth model going forward and how this spills-over into politics, economics, business and everything in between. Expecting a "slower, healthier" level of growth going forward, Leland helps investors walk through the new landscape he has been identifying for many years to come, but to hear that, you'll have to tune in! -- Follow Leland: https://twitter.com/ChinaBeigeBook Follow Mike: https://twitter.com/MikeIppolito_ Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/blockworks_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Circle's USDC is one of the most trusted and widely used stablecoins in the digital asset industry. Check out their Transparency Hub at circle.com/transparency that outlines everything from links to USDC weekly reserve reports, monthly attestations, and blog posts written by their executive team highlighting how and why USDC was built the way it is. -- Timestamps: (00:00) Introduction (03:06) China's Economic Growth Model Has Changed (10:45) The Evergrande Fallout (15:02) Targeting "Common Prosperity" The New Social Contract In China (22:30) Circle Ad (23:50) China's Zero Covid Policy (29:38) Xi Jinping Signals A New Era For China (33:10) Chinese Markets Slide On Monday's Open (38:20) China vs U.S (43:52) The Strategic Importance of Taiwan (51:08) Final Thoughts -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Disclaimer: Scammers are impersonating Blockworks and replying to comments on some of our videos. Please be advised that we will NEVER reply to your comment asking you to contact us on whatsapp, telegram, provide investment advice, or solicit money from you. These are scam impersonator accounts and you should not respond to them.
Oliver Bäte, Allianz CEO, says investors are underestimating liquidity traps. Bob Miller, BlackRock Head of Americas Fundamental Fixed Income, says returns are "starting to look reasonable" for investors in high-quality assets. Lori Calvasina, RBC Capital Markets US Equity Strategy Head, says defensives are at peak valuation. Ebrahim Rahbari, Citi Global Head of FX Analysis, expects even further dollar upside from here. Leland Miller, China Beige Book International Co-Founder & CEO, says China President Xi Jinping is unlikely to change his strategy. See omnystudio.com/listener for privacy information.
Leland Miller, CEO of China Beige Book, discusses China eco data. He spoke with hosts Bryan Curtis and Rishaad Salamat on Bloomberg Radio.See omnystudio.com/listener for privacy information.
How is growth looking in China?Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreport YouTube: https://www.youtube.com/c/theleadlagreport Facebook: https://www.facebook.com/leadlagreport Instagram: https://instagram.com/leadlagreport Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off. Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions. See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com) The Personal Finance PodcastSubscribe now and Master Your Money in Less than 30 Minutes Per Week! Listen on: Apple Podcasts Spotify
Lori Calvasina, RBC Capital Markets Head of US Equity Strategy, says to set up for further volatility ahead. Ian Shepherdson, Pantheon Macroeconomics Chief Economist, if you're not expecting a recession in Europe, you haven't been paying attention. Peter Trubowitz, LSE Professor of International Relations & Chatham House Associate Fellow, expects the war in Ukraine to continue to be a long slog. Jordan Rochester, Nomura International G-10 FX Strategist, says the FX market is mispricing Europe. Leland Miller, China Beige Book International Founder & CEO, says China's official data have gotten a lot more honest. Doug Kass, Seabreeze Partners President, details why he thinks the S&P 500 is topping out, and where he sees vulnerability in the market. See omnystudio.com/listener for privacy information.
David Osman of the IRF is joined by Leland Miller, the Founder and CEO of China Beige Book, an independent advisory firm that was established in 2010. ----more---- Leland Miller is a noted authority on China's economy and financial system. He is an elected member of the National Committee on US-China Relations, the Economic Club of New York and the Council on Foreign Relations. Leland is also a board member of the Global Interdependence Center and a non-resident Senior Fellow at the Brent Scowcroft Center on International Security at the Atlantic Council. China Beige Book (CBB) operates its own extensive in-country private data network in China that provides independent economic data to their corporate and financial sector clients, including nearly two dozen of the world's largest central banks. Every quarter CBB collects private data from surveys of 4,000 executives across 34 industries. In this podcast, Leland discusses the severe challenges that are facing the Chinese economy today. Using CBB's proprietary data and analysis, Leland assesses the current state of the mainland economy and explains the policy implications. He also discusses the prospects for Sino-US relations in the run up to the next US presidential election in 2024, with a particular focus on the crucial US-Taiwan relationship and the heightened risk of a clash with China. In addition, Leland explains the poorly understood dynamics of the Chinese stock market, the impact of the ongoing regulatory crackdown on big companies and the investment implications for the year ahead.
Brian Deese, US National Economic Council Director, says US economic strengths can help bring prices down. Peter Oppenheimer, Goldman Sachs Chief Global Equity Strategist, says margins are more of a problem than growth. James Stavridis, Former Supreme Allied Commander at NATO and Author, "To Risk It All: Nine Conflicts & The Crucible of Decision," says opening the seas to Ukraine will be the next big move in the war. Leland Miller, China Beige Book International CEO, says the economic conditions in China are the worst they've been in years. Ellen Wald, Atlantic Council Senior Fellow, says the US needs more consistency in its energy regulation. See omnystudio.com/listener for privacy information.
Ed Morse, Citigroup Global Head of Commodity Research, says China oil demand growth will be negative this year and won't come back quickly.Leland Miller, China Beige Book International CEO, sees widespread weakness in China. Julian Emanuel, Evercore Chief Equity & Quantitative Strategist, says picking stocks wins the day. Kathy Bostjancic, Oxford Economics Chief U.S. Financial Economist, says the Federal Reserve will go less aggressive than the markets believe. See omnystudio.com/listener for privacy information.
Michael Nathanson, Founding Partner and Senior Research Analyst at Moffettnathanson, discusses Netflix's shocking Q1 earnings and outlook for the company and other streaming services. Leland Miller, CEO of China Beige Book International, talks about China's stock market, COVID in China, and what it means for global economies. Brad Dillman, Chief Economist at Cortland, discusses the latest trends in the housing market. Laura Martin, Managing Director and Senior Analyst of Entertainment at Needham & Co, LLC, discusses why she believes in Netflix after a terrible Q1 earnings report. Hosted by Paul Sweeney and Matt Miller. See omnystudio.com/listener for privacy information.
Stephen Sestanovich, Columbia University Professor of International Diplomacy and CFR Senior Fellow, says Russia's political future today is more uncertain than it has been in years. Kathy Bostjancic, Oxford Economics Chief U.S. Financial Economist, says a recession in the U.S. doesn't look likely. Ellen Wald, Atlantic Council Senior Fellow, says we haven't seen the last of high oil prices. Leland Miller, China Beige Book International Co-Founder CEO, says it's unrealistic to think China will violate sanctions or supply weapons to Russia. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
In this episode of On The Margin Mike Ippolito is joined by Leland Miller, CEO of China Beige Book International for a deep dive into the Chinese financial system. After founding China Beige Book over 12 years ago, Leland provides a data driven assessment of the Chinese economy exploring whether China's growth model is coming to an end. Leland also discusses China's financial deleveraging, the demographics of China's population, the reversal in globalization, tensions with the U.S, conflict between Russia & Ukraine & much more. -- Follow Leland Miller: @ChinaBeigeBook Follow Mike: @MikeIppolito_ Follow Blockworks: @Blockworks_ -- Listen to this episode on Apple or Spotify. Apple: https://tinyurl.com/mry8y4k3 Spotify: https://tinyurl.com/3vnnkrkw -- Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks serves over 725 financial institutions, has secured the transfer of over $1.5 trillion in digital assets, and has a unique insurance policy that covers assets in storage & transit. For more information, please visit https://onthemargin.link/fireblocks -- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter
Tom Porcelli, RBC Capital Markets Chief U.S. Economist, expects 2022 to be a slower growth year. Seema Shah, Principal Global Investors Chief Strategist, says we should anticipate some volatility in the year ahead. Gregory Staples, DWS Investment Management Fixed Income Co-Head, says the ECB will be under some considerable pressure in 2022 to lift the PEPP. Dr. Chris Beyrer, Johns Hopkins Bloomberg School of Public Health Professor and Epidemiologist, says hospitals are still jammed, but ICUs are become less crowded. Leland Miller, China Beige Book CEO, discusses the way China is managing their Covid policy in light of the upcoming olympics. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
美國獨立研究機構中國褐皮書（China Beige Book）首席執行官利蘭‧米勒（Leland Miller）週三（10月20日）表示，大家所熟知的在中國做生意的時代已經結束，只剩下那些能承受高風險的投資組合，或許還能有機可圖。 更多內容請見：https://www.epochtimes.com/b5/21/10/20/n13318130.htm 大纪元,大纪元新闻,大紀元,大紀元新聞,美企中國投資, 北京冬奧會, 投資中國, 在華美企 Support this podcast
Lyn Alden on the Petro-Dollar:https://youtu.be/sTKObw_-OBYKeith Dicker explains why the US Dollar is King:https://youtu.be/gLmoJYqZuksJim Rogers on the Rise of China:https://youtu.be/SfLaJtXfx3wPaul Kingsnorth critiques Neo-liberalism:https://youtu.be/HJViqeBovvQFirst Interview with Simon Mikhailovich:https://youtu.be/Na9SA84JJ1EJeff Booth on Tech Deflation:https://youtu.be/qlF_AG-0QC8
Leland Miller, China Beige Book International CEO, says Evergrande is not China's Lehman moment. Michael Gapen, Barclays Chief U.S. Economist, says a day of reckoning is eventually coming for markets. Mike Darda, MKM Partners Chief Economist & Macro Strategist, says Fed tapering is all but in the bag. Patrick Armstrong, Plurimi Wealth Chief Investment Officer, says stocks are in for a bumpier grind higher. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Howard Ward, Gabelli Funds CIO of Growth Equities, sees several years of good earnings ahead. Leland Miller, China Beige Book CEO, says we have to watch the mini virus spikes that appear in China. Stephen Stanley, Amherst Pierpont Chief Economist, expects the Fed's first rate hike to come in June 2022. Lisa Hornby, Schroders Head of U.S. Multi-Sector Fixed Income, says yields belong higher. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Howard Ward, Gabelli Funds CIO of Growth Equities, sees several years of good earnings ahead. Leland Miller, China Beige Book CEO, says we have to watch the mini virus spikes that appear in China. Stephen Stanley, Amherst Pierpont Chief Economist, expects the Fed's first rate hike to come in June 2022. Lisa Hornby, Schroders Head of U.S. Multi-Sector Fixed Income, says yields belong higher. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Leland Miller, CEO of China Beige Book International, discusses China's crackdown on Didi. Jordan Jackson, VP, Global Market Strategist at J.P. Morgan Investment Management, talks markets. Dan Devorsetz, CIO and Executive VP at Horizon Technology Finance, talks about opportunity and demand for venture debt. James Rasteh, CIO and Founding Partner of Coast Capital, discusses bitcoin, gold, and ESG investing. Hosted by Paul Sweeney and Matt Miller. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Real Vision Live Replay: Leland Miller, CEO of China Beige Book, joins Ed Harrison on Real Vision Live to share his perspective on the true health and trajectory of the Chinese economy. By mainstream measures, China has made a swift recovery from the shock of COVID—but not everyone is willing to trust this data. Leland Miller has made it his business to dig deeper than the official Chinese data to get a true gauge of what is happening in the world's second-largest economy. Miller and Harrison will break down the discrepancies between China Beige Book's data and the official data, discussing how investors should react to these differences. Recorded on Mar 3 , 2021 Learn more about your ad choices. Visit megaphone.fm/adchoices
Christian Bolu, Autonomous Research Senior Analyst, discusses key growth drivers shaping the banking industry. Brent Schutte, Northwestern Mutual Wealth Management Chief Investment Strategist, says investors should focus on real returns. Leland Miller, China Beige Book CEO, dissects China's GDP data. Dr. Grace Lee, Stanford University School of Medicine Professor of Pediatrics, discusses Covid-19 vaccine safety, efficacy and trials for children. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Tony Dwyer, Cannacord Genuity Chief Market Strategist, says a negative feedback loop will become great enough that lawmakers in Washington will reach a stimulus deal. Lisa Hornby, Schroder Investment U.S. Fixed Income Portfolio Manager, says there is a tremendous dislocation between where markets are trading today and what the underlying economy tells us. Leland Miller, China Beige Book CEO, says the chances of seeing a broad-based solution regarding President Trump's ban of WeChat is quite low. Ian Lyngen, BMO Capital Markets Head of U.S. Rates Strategy, says the recent spike in Covid-19 cases has not flowed through the labor market yet. Jason Furman, Harvard Professor and Former Chairman of the Council of Economic Advisers during the Obama Administration, says it is unlikely that an economic stimulus deal from Congress will be reached this month. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Leland Miller, China Beige Book International CEO, says loan demand will be the absolute key thing to watch in China for the next three or four months. Kate Moore, BlackRock Head of Thematic Strategy for the Global Allocation Team, expects investors to ride the risk wave heading into the election cycle. Bob Crandall, Former American Airlines CEO, says it will be a long time before the airline industry sees as much business travel as they did pre-Covid-19. Dr. Vivian Lee, Verily Life Sciences President of Health Platforms & Author of "The Long Fix: Solving America's Health Care Crisis with Strategies," says testing asymptomatic people will be a critical component in getting people back to work. Craig Gordon, Bloomberg Washington Bureau Chief, says the current national poll numbers between Joe Biden and President Trump will narrow towards the election. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Julian Emanuel, BTIG Chief Equities and Derivatices Strategist, says I am not entirely sold on the idea that we have entered a bull market. Kathy Jones, Charles Schwab Chief Fixed Income Strategist, says we have to get through deflation before we worry about inflation. Marty Walsh, Mayor of Boston, says the reopening process should be done state-by state, not federally. Leland Miller, China Beige Book CEO, says sanctions are looming over Hong Kong. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Julian Emanuel, BTIG Chief Equity & Derivatives Strategist, says sellers are exhausted and a bottoming process is starting. Angela Rasmussen, Columbia University Virologist, says opening back up parts of the U.S. economy is a bad idea without further virus testing. Randall Kroszner, Former Federal Reserve Board Member, says the Fed's actions have been crucial in avoiding a financial crisis so far. Bob Crandall, Former AMR Corp. President, CEO & Chairman, says the government needs to make a public investment in the airline industry in order to keep it functional. Leland Miller, China Beige Book CEO, says the idea of a full economic recovery any time soon is nonsense. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Leland Miller, John Lee, and Eric Brown discuss the viability of the Chinese authoritarian economic model.
© 2020-2025 Ivy Podcast Discovery LLC
