First aired: Alpine Macro Feature Report, 1 September 2026
This is an interview with Alpine’s Chief US Strategist and Director or Research, David Abramson, in which he starts off by noting that ‘Magnus argues China no longer has a single economy. Since his June 2023 Feature Report, the split between the two-part Chinese economy has become much more pronounced. Others have labeled this a K-shaped economy. He prefers to call it a dichotomous one, and it is the organizing idea of his forthcoming book’. Listen here https://player.vimeo.com/video/1223089167? or raed the transcript here https://mail.google.com/mail/u/0/#inbox/FMfcgzQhWLJHRGpTwjJGlMxLdPNXvwxH
