HeyJaredHubris: The China Cycle 起朱楼宴宾客
Nuanced analysis of China’s capital markets, macro cycles, and tech evolution. Written by David Weng, host of a leading Chinese business podcasts"起朱楼宴宾客". No sensationalism, just deep context and rigorous observation.
- Indexed issues, last 90 days
- 4
- Latest publication
- Aug 19, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 6, 2026
Latest issues
China Sells the Dream, America Mortgages the Compute (opens the original)
Read excerpt
<img alt="" class="sizing-normal" height="621" src="https://substackcdn.com/image/fetch/$s_!NLN5!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F9b83ef9d-356b-478a-af8d-b71d9bed6c8e_1921x819.png"
Monthly Digest Issue #2, July 2026 (opens the original)
Read excerpt
I host Hubris: The China Cycle(起朱楼宴宾客), a Chinese-language podcast on macro, markets, and contemporary history with over 600,000 subscribers, alongside a members-only research community and a WeChat column. Almost all of it sits behind a language wall.I want to use this newsletter to pass the most useful parts through, including what serious Chinese-speaking investors were actually arguing about, and why it might matter to you. Content is generated using help from AI, but all verified with origi
When the Kings of the Cycle Start Lining Up to Sell (opens the original)
Read excerpt
<img alt="" class="sizing-normal" height="971" src="https://substackcdn.com/image/fetch/$s_!oqnH!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa7b3a593-7bdb-4593-af66-a396c1999866_4000x2667.j
Monthly Digest Issue #1, June 2026 (opens the original)
Read excerpt
I host Hubris: The China Cycle(起朱楼宴宾客), a Chinese-language podcast on macro, markets, and contemporary history with over 600,000 subscribers, alongside a members-only research community and a WeChat column. Almost all of it sits behind a language wall.I want to use this newsletter passes the most useful parts through, including what serious Chinese-speaking investors were actually arguing about, and why it might matter to you. Hubris: The China Cycle &
Publishing over time
Last 90 days. Choose a month to open its work.
Recurring subjects
Named in the text we hold. One piece can cover several.
Audience
No verified audience measurement yet.
About this data
Counts cover the work we have indexed. Tone needs enough text and a confident classification. Excerpts and episode notes are not full articles or transcripts.
Identity or attribution wrong? Suggest a correction.