Brad Setser
speaker
466 appearances
2 recordings
1 series
first heard Nov 2024
last heard Apr 2025
Brad Setser’s voice in public audio — every appearance, attributed to the second.
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Appearances
Then Caterpillar sets up shop in China.
Then a bunch of Chinese companies with state capital backing them, they're not all state-owned, get into the excavator business.
Then Chinese demand for excavator goes ballistic with the property market.
Then the property market tanks.
And guess who's exporting excavators?
To the world.
China.
So and obviously everyone's petrified that this is the same pattern will replicate itself in electric cars and potentially legacy semiconductors and potentially cutting edge chips, but that's a little
There's a little tech war going on to stop that.
Look, uh start.
Well w I I would start
To some degree, uh, with some of the points that Secretary Yellen and Leo Brainerd have made about uh China's own unbalanced economy.
And fundamentally, the US has, in my view, an interest in a more balanced Chinese economy.
And we have an interest in convincing our allies and partners who also join us in putting pressure to get a more balanced Chinese economy.
That's a long, hard slog.
It depends a bit on choices China makes.
So one interesting example, at least I find it interesting, you know, Trump talks a lot about uh replacing the income tax with tariffs.
That's been one of his ideas.
It's unclear if he's actually gonna do it, but it's an idea.
China currently collects more revenue from tariffs than from its personal income tax.
Showing 401–420 of 466 · page 21 of 24
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