Evergrande
Wikimedia disambiguation page
Every podcast mention of Evergrande in one pod.
7 videos. Track how it's discussed, by whom, and what experts actually think.
Common Themes
Videos Mentioning Evergrande
E82: All-In Summit: Claire Cormier Thielke on China + Q&A with Flexport's Ryan Petersen
All-In Podcast
A major Chinese property developer that faced significant debt problems, impacting capital markets and investor sentiment in the real estate sector.
E106: SBF's media strategy, FTX culpability, ChatGPT, SaaS slowdown & more
All-In Podcast
A major Chinese real estate developer that experienced a debt crisis, discussed in the context of China's economic challenges and potential contagion.
E61: 2022 Predictions! Business, politics, science, tech, crypto, & more
All-In Podcast
A real estate developer facing a massive debt implosion in China, potentially causing contagion.
Keyu Jin: China's Economy, Tariffs, Trade, Trump, Communism & Capitalism | Lex Fridman Podcast #477
Lex Fridman
A real estate company mentioned as an example of private firms given too much latitude to invest in non-core businesses such as soccer clubs and EVs, leading to consequences.
The Debt Spiral Just Started — And the Bond Market Is Breaking
Tom Bilyeu
The largest property developer in China that defaulted and was liquidated due to strict lending restrictions.
This Is Why You Can't Find Work Right Now
Tom Bilyeu
Mentioned as an example of Chinese developers defaulting, highlighting the pattern of contract tearing and attempts to move bankruptcy proceedings within mainland China, questioning the respect for contract law.
Emergency Discussion #3: Xi Visits Trump
Predictive History
A classic example of a Ponzi scheme in China's real estate market that Xi Jinping refused to bail out, contributing to the collapse of the real estate bubble.