This episode of Odd Lots, hosted by Tracy Alloway and Joe Weisenthal, explores the massive role of real estate in China’s economy, examining how land became both a social necessity and a speculative asset, leading to the world’s largest property bubble. Guest Mike Bird, Wall Street edit
Sign up to read the full summary
Free AI-powered recaps of every episode, delivered to your inbox.
Free forever for up to 3 podcasts. No credit card required.
Guest
Mike Bird
conversational on Search Engine
Mentions
Books, people, and resources mentioned in this episode.
People
Books
Companies
Research & Papers
Topics
Listen to This Episode
More from Search Engine
A Strange Voyage
The many lives of Taiwan
Colossus 1
What if the cemetery goes out of business? (classic)
Why is the pool at Buckingham Palace a secret? (classic)
Colossus 2
Related episodes
From other shows on similar topics.
How Chinese Real Estate Became the Biggest Bubble in History
Odd Lots
Ep. 1800 - The Hidden Reasons Why You Can't Afford A House
The Matt Walsh Show
OpenAI's Identity Crisis, Datacenter Wars, Market Up on Iran News, Mamdani's First Tax, Swalwell Out
All-In with Chamath, Jason, Sacks & Friedberg
A "starter" home for $1 million?
Marketplace
Michaels Stages a Crafty Comeback & Americans Don’t Read Anymore
Morning Brew Daily
5/6/26: Shark Tank Host Faces Data Center Backlash, Nick Shirley Visists Cuba, Trump Attacks Disloyal MAGA, 2026 Dire Job Market
Breaking Points with Krystal and Saagar
Get summaries like this every morning.
Free AI-powered recaps of Search Engine and your other favorite podcasts, delivered to your inbox.
Free forever for up to 3 podcasts. No credit card required.