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 | 175 | Founded | 6 months ago | Last Issue | 40 hours ago |
| Active | |||||
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hubris2025.substack.comLatest Issues
One Last Coffee in New York
My nine months as a visiting scholar in the US are nearly over.
For the very end, I wanted to close out this unusual stretch of life abroad with an event at the 725 Salon.
I’ll sit down with Bin Ouyang, who runs the salon, to talk about w...
Eng02. Private Credit: "Angel" of the AI Buildout, or "Demon" of the Next Crisis?
A quick note up front: this was the last Chinese-language episode I put out in 2025. I’m releasing it in English now because, half a year on, the subject hasn’t aged a day.
Hi everyone, I’m David Weng. This is the podcast where I chronicle...
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...
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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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