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  • Explain it to me - China’s Growth Engine Is Sputtering (2025): Property Bust, Debt & the Limits of Stimulus
    2025/09/03

    China’s boom years built homes, roads, and factories—but that old model is running out of road. In this fast, plain-English breakdown, we unpack why growth is slowing in 2025 and what to watch next.What you’ll learn- How the property → confidence → spending loop drags growth- Why LGFV/local-government debt ties policymakers’ hands- Deflation pressures, youth unemployment, and overcapacity (EV/solar)- The real constraints on rate cuts and “big-bang” stimulus- A practical dashboard: PMIs, home prices, credit (TSF), youth jobs, RMB#Hashtags#ChinaEconomy #China2025 #PropertyCrisis #LGFV #Deflation #GlobalMarkets #ExplainItToMe #Macroeconomics #EVs #supplychains — WATCH ON YOUTUBE —

    ▶️ Full video + visuals: https://www.youtube.com/channel/UCMM5njMdEI7Wyqt3M5mrE1A

    🧭 Handle: @Explainittome-official


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    37 分
  • China Summit: Economy, Tech War & What Comes Next (2025 Explainer)
    2025/09/02

    Is China’s growth engine stalling—or just resetting? This explainer distills the key forces shaping China in 2025: the property downturn and debt overhang, supply-chain shifts, the U.S.–China tech war (chips/AI), and what all this means for markets, trade, and geopolitics. Clear, hype-free, and packed with takeaways you can use.


    You’ll learn:

    • Why real estate, local debt, and demographics matter

    • How export controls and chips reshape Chinese tech

    • Where supply chains are moving—and why

    • What to watch next: yuan, stimulus, EVs, AI, BRICS


    #China #ChinaEconomy #Geopolitics #USChina #TechWar #Semiconductors #AI #SupplyChains #BRICS #PropertyCrisis #Macro #ExplainItToMe


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    52 分
  • Explain it to me - Tariffs 2025 Unmasked: Who Pays, Who Profits, and What Happens Next
    2025/09/01

    Tariffs aren’t just taxes on “them.” In 2025 they behave like a consumer tax, a supply-chain shock, and a geopolitical bargaining chip—all at once. In this episode we break the myths (do foreigners really pay?), track how costs pass through to prices, unpack retaliation and rerouting, and explore the politics and motives behind broad tariff plans. You’ll hear clear examples, what changed after this year’s legal challenges, and practical signals to watch in the months ahead (EVs, batteries, rules-of-origin, and more).What you’ll learn- Who actually pays—and why pass-through hits consumers and downstream firms- Why trade deficits don’t “vanish,” they shift- Winners vs. losers: upstream protection vs. downstream pain- Retaliation, front-loading, and the uncertainty tax on supply chains- Smarter tools than blanket tariffs: targeted remedies, price floors, real resilience#Trump #Tariffs #TradePolicy #GlobalEconomy #SupplyChains #Inflation #USChina #EUChina #EVs #Manufacturing #2025 #Podcast

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    1 時間
  • India’s Economic Roar: From “Golden Bird” to Global Powerhouse
    2025/08/31

    India is gearing up for a new era of growth—powered by digital rails like UPI, a manufacturing pivot in electronics, and bold bets in space tech. In this episode, we break down how policy, infrastructure, and entrepreneurship are converging to push India toward Top-3 economy status—and what must go right for broad prosperity to follow.You’ll learn:- Why India’s growth engine has shifted from services-only to services-plus-manufacturing- How instant payments and digital identity supercharge small businesses- Where space and deep tech fit into the next decade- The tough hurdles: jobs, skills, and moving from assembly to advanced manufacturingIf you enjoy clear, hype-free explanations, hit subscribe and share this with a friend who follows global markets.#IndiaEconomy #GlobalPowerhouse #UPI #MakeInIndia #Manufacturing #ISRO #SpaceTech #DigitalPublicInfrastructure #Geopolitics #EmergingMarkets #TechPolicy #Growth

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    58 分
  • Brazil vs Magnitsky: Dollars, Power & the 50% Tariff Shock
    2025/08/30

    What really happens when Brazil runs into the Global Magnitsky framework? In this episode, we break down how targeted sanctions work in the real world, why Justice Alexandre de Moraes, President Lula, ex-President Bolsonaro, and President Trump are all tied to the same story—and how new 50% U.S. tariffs turn a legal move into a trade shock.You’ll learn:- Magnitsky in plain English (blocking, “U.S. person,” material support)- Why dollar clearing, correspondent banking, cards & payment rails matter- Who’s involved and what changes for Brazilian institutions right now- Myth vs. reality: which bank is (not) targeted and what compliance looks like- Sector impacts (beef, coffee, metals) + market ripple effects (FX, equities)- What “non-compliance” could trigger and the escalation ladder- What to watch next: licenses, reciprocity moves, and EU/UK echoesIf this helped, follow the show, rate it, and tell me what to explain next!#Brazil #USA #Magnitsky #AlexandreDeMoraes #Lula #Bolsonaro #DonaldTrump #Tariffs #GlobalEconomy #Geopolitics #OFAC #BrazilEconomy #Podcast

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    56 分
  • Crypto’s New Rulebook: CFTC & SEC’s 2025 Crypto Sprint Explained
    2025/08/29

    U.S. crypto is getting a new playbook. In this episode, we break down the CFTC’s 2025 “crypto sprint,” how it could bring spot crypto trading onto regulated exchanges, what the SEC’s role is, and why the new stablecoin rules change the game. We also touch on prediction markets after the Kalshi case—and what all of this means for investors, builders, and everyday users.In this episode you’ll learn:- What the CFTC’s “listed spot crypto” idea actually means- How SEC/CFTC coordination could impact tokens and exchanges- What the stablecoin framework changes for payments and settlements- Why prediction markets are suddenly back in the conversation- Practical takeaways for traders, founders, and creatorsIf you find this useful, drop a comment with your questions for a follow-up Q&A, and subscribe for more “Explain it to me” breakdowns.#Crypto #Bitcoin #CFTC #SEC #Stablecoins #CryptoRegulation #CryptoNews #DeFi #PredictionMarkets #Kalshi #GENIUSAct #BTC #ETH #CME #Cboe

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    47 分
  • BlackRock: The Quiet Power Behind Everything
    2025/08/27

    How did one firm become a top shareholder of… almost everything?In this episode, we unpack what BlackRock is, how ETFs and passive investing supercharged its rise, why its Aladdin platform matters, and how its voting power shapes companies, governments—and your retirement.You’ll hear about:- The playbook: iShares, index funds, passive flows- Aladdin—the risk “brain” many institutions rely on- Common ownership & antitrust scrutiny (when the same investors own rivals)- ESG, policy influence, real estate, and Bitcoin ETFs (IBIT)- What it all means for your money, fees, and the future of marketsIf this opened your eyes, hit like, subscribe, and share with someone who invests. 🔔#BlackRock #Finance #Investing #ETFs #iShares #PassiveInvesting #IndexFunds #Aladdin #ESG #WallStreet #CorporatePower #BitcoinETF #IBIT #Pensions #Economy

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    47 分
  • WEF Summer Davos Unpacked: Elite Visions, Global Fault Lines & Your Future
    2025/08/25

    What actually happened at “Summer Davos”—and why should you care?In this episode, we break down the World Economic Forum’s Annual Meeting of the New Champions in simple terms. We map what global leaders say they want (AI, growth, security), where the world is splitting (US–China, supply chains, information wars), and what it could mean for your job, money, and daily life.You’ll learn:- What “Summer Davos” is and how it differs from January Davos- The big themes: AI governance, labor shifts, climate and energy, finance- The real vs. the hype: public agendas vs. closed-door chats- How these debates might hit your career, business, and privacy- Practical moves you can make now (skills, risk management, media literacy)- Clear takeaways. No jargon. Just a straight talk through the noise.If this helped, tap Like, Subscribe, and tell me which claim or session you want unpacked next.#WEF #SummerDavos #Davos #WorldEconomicForum #AMNC #Geopolitics #GlobalEconomy #AI #AIGovernance #EnergyTransition #Disinformation #SupplyChains #China #USA #Jobs #FutureOfWork #Podcast

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    19 分