Episode Details

Glenn Luk has worked as an investment banker, private equity investor, and startup founder. He has closely analyzed aspects of the Chinese economy, including its GDP and high speed rail system.

Steve and Glenn discuss:

• (00:00) - Introduction
• (01:21) - Glenn Luk's Background: HK, Taiwan, China
• (07:59) - Evolution of Chinese Companies and Economy
• (14:58) - From Banking to Private Equity and Venture Capital
• (23:08) - Founding a Healthcare Startup and Entrepreneurial Ventures
• (26:35) - China's Development and Economic Policies
• (41:17) - Comparing US and China's Economies and Cultures
• (47:12) - Demographics and Consumer Behavior in China
• (49:09) - China's Economy: Beyond GDP
• (56:34) - High Speed Rail: huge success, or white elephant?
• (01:17:26) - Future of China's Economy

References:

• Glenn Luk on Twitter: https://twitter.com/GlennLuk
• Glenn on High Speed Rail: https://www.readwriteinvest.com/p/is-high-speed-rail-in-china-a-gray
• Munger and Ricardo: https://infoproc.blogspot.com/2008/03/charlie-munger-ricardo-and-finance.html

Music used with permission from Blade Runner Blues Livestream improvisation by State Azure.

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Steve Hsu is Professor of Theoretical Physics and of Computational Mathematics, Science, and Engineering at Michigan State University. Previously, he was Senior Vice President for Research and Innovation at MSU and Director of the Institute of Theoretical Science at the University of Oregon. Hsu is a startup founder (SuperFocus.ai, SafeWeb, Genomic Prediction, Othram) and advisor to venture capital and other investment firms. He was educated at Caltech and Berkeley, was a Harvard Junior Fellow, and has held faculty positions at Yale, the University of Oregon, and MSU. Please send any questions or suggestions to manifold1podcast@gmail.com or Steve on Twitter @hsu_steve.

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