Odd Lots

How Chinese Real Estate Became the Biggest Bubble in History

November 10, 2025·47 min·6-min readconversationalbusiness
Podzilla Summary (6 min)
TLDR
The episode explores the global housing affordability crisis through the lens of Mike Bird’s book The Land Trap, focusing on China’s reliance on land sales to finance local governments and the resulting speculative real estate bubble. The conversation unpacks how housing has become both

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Guest

M

Mike Bird

conversational on Odd Lots

Mentions

Books, people, and resources mentioned in this episode.

People

Mike BirdHenry FangZhao ZiyangHenry George

Books

The Land Trapby Mike Bird

Companies

EvergrandeHousing and Development Board

Topics

Business ModelsEconomicsEntrepreneurshipFintechFundraisingStartupsVenture Capital

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