WTF is Finance
Nikhil Kamath explores global finance trends, macroeconomics, and business finance through in-depth conversations with friends, industry experts, and thought leaders.
- Indexed episodes, last 90 days
- 2
- Latest publication
- Jul 29, 2026
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- Earliest in this view
- Jul 28, 2026
Latest episodes
They Called The Trade Wars & China's Housing Crash | Nikhil Kamath | WTF is Finance Ep 4 (opens the original)
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I sat down with two economists in China, Matthew Klein, who co-wrote the book on why trade wars are really class wars, and Ning Zhu, the professor who predicted China's housing collapse years before it happened and asked them everything I've never had answers to: what actually happens if trade surpluses and deficits continue for decades, why China consumes so much less of what it produces than India does, why the world keeps parking trillions in American debt, and whether de-dollarization is a r
Are Tariffs An Answer?" We Asked Two Economists In China | Ep. Trailer | WTF is Finance Ep 4 (opens the original)
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I went to China and sat down with two economists — Matthew Klein, who co-wrote the book on why trade wars happen, and Ning Zhu, the professor who predicted China's housing crash before it happened — and asked them the questions everyone's asking right now: how is China's economy actually doing, is there an unsaid understanding that China keeps buying American treasuries, and are tariffs ever really an answer? Full episode drops soon. Zhu Ning — Deputy Dean and Professor of Finance, Shanghai Adva
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