Hubris: The China Cycle 起朱楼宴宾客
David.Weng大卫翁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.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 173 | Founded | 6 months ago | Last Issue | 20 days ago |
| Active | |||||
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hubris2025.substack.comLatest Issues
Real China 2026: From the Annual Reports
In the annual report season just past, home appliance companies stood out as one of the few groups willing to describe in granular detail the environment Chinese companies actually face right now.
“In 2025 the United States imposed subst...
Scrolling in China: A Look at Social Media, Podcasts, and Young People Today
The recording of my Weatherhead talk at Columbia is now live on the Weatherhead East Asian Institute’s YouTube channel: https://www.youtube.com/watch?v=qDiy7QE_r5U.
A few things worth flagging before you click through.
The talk itself tri...
My American Soldier Friend
1
After forty grim minutes through LaGuardia airport security, and a flight where the attendant — a former schoolteacher who’d lost her job and wound up doing this — served drinks with a permanent scowl, I touched down in Columbia, South C...
Homecoming Dispatches: Three Kinds of Difference
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As soon as I landed in Shenzhen, I was startled by the throng of foreigners at customs.
It wasn't until later that I realized this was just the beginning. From Shanghai to Hangzhou and then to Beijing, it felt like I'd met a...
161. 全球宏观和资本市场2026一季度复盘与展望
半年一度和Ricky的打脸会时间，此次为一季度加更版。
大家好，我是大卫翁，“起朱楼宴宾客”是我用来记录这个大时代的播客节目。
本次复盘和展望节目录制于2026年3月23日北京时间晚上。
上次的节目指路：《153.全球宏观和资本市场2026展望：大年之后，仍是大年？》
本期的赞助伙伴【科沃斯机器人】，带来了2026年新款扫地机器人T90 PRO的起朱楼宴宾客听友专属福利：点击【科沃斯机器人】购买，下单备注【起朱楼宴宾客】，即可获赠配件包！滚筒活水洗地，强力去污！
科...
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Authors
The writers behind this newsletter.
Podcast “起朱楼宴宾客” & “犬生活” & “不熄灯Lights on”
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