Gaonengliang
Li Xiang & Lu Ming on AI, Involution, Housing Prices and Consumption
2026/10/26 12:50:22
Vol. 237: A Conversation with Feng Lun — Be a Useful Old Geezer
2026/10/16 01:00:00
Vol.236 Macro Talk 111 | China-U.S. Summit Talks, AI's Limits, and the Global “Reservoir” Logic of Capital
2026/10/01 02:07:00
Macro Talk 110: Liquidity Bind & China's Five Actors' Financial Shift
2026/09/07 08:46:18
Vol.233 Media, Communities and Investing: Talking with 张鹏 About Geek Park’s History and Its Unitree Investment
2026/09/04 22:00:00
Vol.229 Macro Talk 109 | We Are at the Tail End of an Upward Dollar-Dominated Capital Cycle (recorded Aug. 6)
2026/08/12 04:23:28
Vol.226 Macro Talk 108 | China's 2026 Midyear Economic Review and 2 Strange Chinese Economic Phenomena (Recorded 7.16)
2026/07/21 10:16:15
Primary-Market View of 2026 AI's First Half: FOMO, Data Loops, IPOs
2026/07/08 09:35:10
Macro Talk 107: Four Shifts in China's Economy Since Early 2026
2026/06/26 08:46:15
Outbound Investment Rules, the Dollar Tide and the AI Capital Frenzy
2026/06/08 06:39:01
Macro Talk 105: From AI Boom to Petrodollar Challenge, History Repeats
2026/05/28 09:03:46
Vol.214 Macro Talk 104 | Q1 GDP Growth of 5%: Who Is Supporting China’s Economy (Recorded 4.25)
2026/04/30 07:21:37
U.S.-Israel-Iran Conflict: Underlying Logic Has Changed Since Iraq War
2026/03/31 11:59:11
Vol. 209 Macro Talk 102 | The AI Shift and Capital Flows Under Global “Risk Off” (Recorded Feb. 27)
2026/03/04 13:37:43
Vol.208 Macro Conversations 101 | Chinese New Year Special: China's 2026, 2001 and 2016 (Recorded 2.5)
2026/02/10 10:23:45
Vol.207 Macro Conversations 100 | Year-End Special: The Logic of AI Investment and the 2026 Macro Outlook
2026/02/02 09:08:05
Macro Talk 99: 2026 Outlook Part II—China's Opening, Markets, AI
2026/01/13 11:36:39
2026 Macro Outlook (Part 1): Geopolitics and China’s Adjustment
2026/01/07 13:18:55
Vol.200 Exclusive Interview with 林凡 of Maimai: What New Changes Can AI Bring to Social Networking and Recruitment
2025/12/31 08:40:07
Vol.198 Macro Talk 97: 2025’s Second Half at a Historical Juncture
2025/12/23 10:57:26
Vol.193 Macro Talk 96 | A Look at China’s October Economic Data (Recorded Nov. 20)
2025/11/25 12:44:57
Vol.192 Macro Talk 95 | The New China-US Tariff Accord and the 15th Five-Year Plan (Recorded Nov. 5)
2025/11/08 13:51:09
Vol.190 Macro Talk 94 | How to View the New Round of Maneuvering in China-U.S. Tariff Negotiations (Recorded Oct. 17)
2025/10/23 12:48:54
A Conversation with Dai Yusen: From Jumei to ZhenFund in the AI Era
2025/10/20 16:00:00
Macro Conversations 93: China’s 15th Five-Year Plan Through Porter
2025/10/20 10:19:15
Vol.185 Industry Watch 34 | Where Are the Non-Consensus Opportunities in AI Companion Robots?
2025/10/08 13:35:49
Macro Talk 92: China’s Economic Restructuring Is Halfway Through
2025/09/24 11:26:40
Macro Chats 91: Why A-Shares’ “Water Bull” Emerged After 3,800
2025/09/02 09:29:35
Industry Watch 32: Embodied Robotics—Bubbles, Challenges, Value
2025/08/18 12:10:41
Macro Talk 90: Aug–Dec: Stocks, Anti-Involution & Next DeepSeek Moment
2025/08/10 08:08:54
任永亮谈测测：从工具社区到情绪大模型与具身智能
2025/08/06 07:22:00
Macro Talk 89: Money Flows and Related Investment Questions
2025/07/01 12:51:48
Macro Conversations 88: Hong Kong, U.S., A-Shares and AI Investing
2025/06/22 02:19:25
Macro Talk 87: U.S.-China Call, Trump-Musk Fallout, Nuclear Policy
2025/06/09 10:50:06
Vol.172 Interview with Qunhe Technology’s Huang Xiaohuang: 14 Years as a Technical Entrepreneur
2025/05/30 00:07:41
Vol.171 Macro Talk 86 | Tariff War Disrupts Confidence Recovery, Government Steps Up Policy Support (Recorded May 21)
2025/05/25 01:30:00
Macro Conversations 85: China Gave Others a Tariff Model
2025/05/18 01:36:45
Vol.168 Macro Talk 84: China's Economy Amid Upheaval
2025/04/26 09:48:51
Vol.167 Macro Conversations 83 | Changes in the Dollar, U.S. Treasuries, and the China–U.S. Trade War (Recorded Apr. 9)
2025/04/11 10:42:15
Vol.166 Macro Talk 82 | How Will Reciprocal Tariffs Reshape Global Trade?
2025/04/10 07:27:19
Vol.165 Macro Talk 81 | The Tariff Shock, and Some Changes in China’s Consumption and Capital Markets (Recorded Apr. 3)
2025/04/06 12:26:33
Macro Talk 80: U.S.–China Contest and Large Models in Robotics
2025/03/31 11:06:32
Macro Conversations 79: Three Lenses on the Two Sessions
2025/03/21 10:43:57
Macro Talk 78: Global Order and Capital Markets After Trump’s Return
2025/03/16 10:23:25
Vol.160 Macro Conversations 77 | A Different Lens on These Nine Things in the Government Work Report (Recorded March 7)
2025/03/08 10:54:03
Macro Talk 76: Private-Sector Symposium and Trump–Zelensky Diplomacy
2025/03/07 10:38:08
Macro Conversations 75: Ne Zha 2, DeepSeek and Spring Festival Economy
2025/02/17 13:19:02