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China's Ronald Reagan - Ken Rogoff
Xi Jinping

China's Ronald Reagan - Ken Rogoff

Jun 13, 2025

Key Takeaways


Ken Rogoff is the former chief economist of the IMF, a professor of Economics at Harvard, and author of the newly released "Our Dollar, Your Problem" and "This Time is Different".

On this episode, Ken predicts that, within the next decade, the US will have a debt-induced inflation crisis, but not a Japan-type financial crisis (the latter is much worse, and can make a country poorer for generations).

Ken also explains how China is trapped: in order to solve their current problems, they keep leaning on financial repression and state-directed investment, which only makes their situation worse.

We also discuss the erosion of dollar dominance, why there will be a rebalancing toward foreign equities, how AGI will impact the deficit and interest rate, and much more!

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