Ken Cao on China's Collapse

What’s This Podcast
About?

China isn't just slowing down — it's unraveling. And every week, global macro investor and geopolitical strategist Ken Cao cuts through the noise to explain what's really happening inside the world's most opaque major economy. From collapsing demographics to the property implosion, from CCP power struggles to Asia-Pacific geopolitics, Ken breaks down the forces driving the greatest economic and political unwind of the 21st century — and what it means for investors, policymakers, and anyone trying to make sense of a fast-changing world. This is not mainstream analysis. This is raw, unfiltered, data-driven commentary from someone who has lived, worked, and invested across China, Japan, and Taiwan — and who has been sounding the alarm long before Wall Street caught on. If you want to understand: Why China's economy is structurally collapsing How Japan and Taiwan are rising as counterweights Where global capital will flow next And how to invest in the chaos …then you're in the right place. Bold. Sharp. Fearless. This is the show China's state media hopes you never hear. Subscribe and stay ahead of the narrative — before everyone else figures out what's coming.