A Lunar New Year Special: BYD, EVs and Chinese Capital Allocation

This podcast episode delves into the dynamics of the electric vehicle (EV) market, particularly focusing on China's remarkable growth, BYD's leadership position, and the evolving strategies of Tesla and other EV makers. The discussion also touches upon capital allocation in China, the relationship between businesses and the government, and the complexities of decoupling between China and the rest of the world, broadening the perspective to global economic relationships.