这两年的日本经济在中国人的视角中有些冰火两重天:一方面股市重回睽违三十四年的历史高点;一方面日元跌破160换1美元大关。
与此同时,中国经济增长乏力、人口拐点出现、房产泡沫破裂......各路人马也迫不及待的拿当下的中国和上世纪80、90年代的日本作类比。
我对此有很明确的观点:
中日间跨时代的类比太过牵强,在宏观经济上缺乏意义;在时空环境上无法复刻;在社会发展上有巨大差别。
本期播客将探讨这个“当下中国vs.当年日本”的话题。
完整的数据、图片和文字内容可以移步同名公众号:宇宙杂菜饭... more
这是我在播客的第一次尝试,请在评论区多多指教!
从耶伦空手而归鼓腹而去的访问
聊到了耶伦的经济学理想和她的经济政策
回顾了全球经济游戏规则的流变和面对的困局
讨论了当前的中美对新规则的不同方案之争
以及最后回到耶伦访华提出的“产能过剩”背后对中国”新质生产力“发展路径的不满。
当然最后还有一个小小的番外彩蛋,不妨一听。希望能给大家提供一些认知当前宏观经济的新思考吧。
• 想获得相关话题更完整的内容、数据、和图片可以移步我的同名公众号:《宇宙杂菜饭》
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宇宙杂菜饭 launched 9 months ago and published 2 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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