Christopher Balding, associate professor at the Fulbright University of Vietnam, calls in to discuss all things China.
1:43 Dramatic change in the air. Social credit risk5:15 Economic growth, real and reported9:25 "They are shorter on dollar liquidity than most people realize"15:11 Huawei: What do we make of it?23:18 Inflation vs. deflation
James "Jim" Grant is an American writer and publisher and the founder of Grant's Interest Rate Observer, a twice-monthly journal of the financial markets. He is the author , most recently, of The Forgotten Depression: 1921: The Crash That Cured Itself. Grant's television appearances include "60 Minutes," "The Charlie Rose Show," Bloomberg TV, CNBC and other well-known financial news sources. His journalism has appeared in a variety of periodicals, including the "Financial Times", "The Wall Street Journal" and "Foreign Affairs."