Pleasure meeting you finally - thanks for taking the time to meet me and for reaching out to me all these times I'm glad we finally made it work and hopefully you're audience will enjoy our wide ranging talk
Great interview! But the Chinese investors including the pension funds and mfs are anti intuitive! Looks at India or US, they are invested in their markets and will do everything to prop up or support the market whether its the gov or the investors! What's strange is in China, the investors don't want the market to be properly valued? is it to hurt the Chinese gov like they want to take revenge for what happen to Jack Ma, which I think was the right thing to do to stop the ant ipo!
Thank you for a great interview. I personally had the opportunity to work out of China between 04 to 08. There was a time everyone was talking about the stockmarket like people talked about the crypto market. During that time, some of my wealthier friend told me the stock market was quite corrupted, there was barely any regulation. In your honest opinion, what do you feel about their current stock market? Lets face it, even the American market, its full of market manipulation, insider trading and lack of regulation. The reason I ask is because I personally put some money in the Chinese mutual fund market near 20 years ago, I really haven't seen any gains.
Wow, what a spectacular interview. Thanks. I have always felt the same as what Shaun has to say in the interview but hearing from a person with integrity with no bias was very informative. Thanks again Marcel and I will also be following Shaun as well on other channels.
Thank-you for interviewing Shaun. He is truly a dynamo and gem. What a breath of fresh air. I am truly dismayed that he has been boycotted by the likes of "Doomberg" and the WSJ. His comments merely confirm my impressions of China and fabricated distortions by the Western media. Additionally, having relatives in the field and on the ground gives me of a more genuine idea of the China situation. I checked Shaun's YT site. His teenage son is a "chip off the old block" and really prodigious. t
Well, Nio doesn't want to make a move into the US at this time anyhow. The Chinese EV producers are focused on developing and dominating the China market.
I purchased a lot of NIO stick and made over 40 NIO CZcams videos from 2017 , when I first stepped into NIO’s first Flagship NIO House in Beijing. I rode NIO shares from under US $3.00 to $67.00 back to where it is today, $5.00. I was hoping to buy a NIO EV in 2025 in the USA. I test drove a NIO ET5 in Beijing last July 2023. I know NIO will not be sold in the USA, under the Biden Regime. Maybe there’s a slight chance for BYD 比亚迪 via Mexico under WTO, but that channel seems to be cut. If not NIO, I want to purchase a Chinese made EV car in the USA. Geely has a chance with its Volvo line, since it already has distribution channels in the USA. I can still buy a Chinese EV car, with Geely/Volvo some day. 蔚来加点! I visit NIO Houses 蔚来中心whenever I go to China. Learn more about NIO:NEV 蔚来新功能汽车 czcams.com/play/PLLNWkthyggM48Wb8GVltnHZ681Q_BP_QA.html
I didn't hear anything controversial from Shaun in the least bit. The problem is the toxic and polluted political environment that imperialism creates which permeates western media.
Such an interesting interview! I’m disgusted by the emerging news of our “free media” . I’ve felt for a very long time that it tends to be like “state controlled media “. The banning of TikTok cannot stop the people’s need for true news . Thank you Marcel .
Well. I own plenty of NIO, as it’s a company with a fantastic vision and can clearly execute. And I love NIO cars, especially the ET5t, which is just gorgeous. But I still love Porsche too. They have beautiful cars.
That bit of his analysis re: "trading down" sounds really western centric, ignoring the rising nationalism surrounding Chinese tech and products as a result of the rising sanctions and western propaganda.
I definitely agree with Shaun's opinion that there's a consensus behind WSJ and NY Times to shape the American public view on China in a certain direction. I'm a subscriber of both newspapers and i see that first hand because i also search for news on China from elsewhere. Shaun is definitely more trustworthy.
Shaun should be advising Apple and Tesla. Look forward to hearing more from Shaun on YT - Historians will call the first half of the 21st Century as China's Renaissance.
Why doesn't China impose a hefty tax on lithium (and other minerals used in batteries and chips) being exported to countries such as the US? Wouldn't that be a good way for the government to make money while boosting their own tech companies (EVs, chips, etc)?
I agree with both of you and I have a touch of humor for this.... When this all plays out will Biden get a tramp stamp tattoo of a dragon on his lower back? 😂
He complains about the 3month lockdown in Shanghai but he doesn’t explain how for all the rest of the time most people in China lived with basically no lockdown. The lockdowns were stricter in China but they were far shorter and far less damaging than in the west. He says they spent all their money on covid tests, how much does he think these tests cost? The US and UK were paying people’s wages for months and months. Sure there was nervousness straight after lockdown was lifted, I travelled at that time and tourist places had definitely been quite badly damaged but 6months to a year later and tourism is booming more than I’ve ever seen it. Traveling during holidays was always horrible, but now it’s horrible on weekends. From what I see the economy is back to pre covid, sure some people might be swapping out their Starbucks for luckin or their Porsche for Nio but that’s less to do with trying to save more money and more to do with people trying to support Chinese brands after seeing how Chinese companies are being treated by the west and the US in particular. They are also waking up to the fact that a Nio is just as good if not better than a Porsche so why not support a local brand and save some money to spend on eating out or traveling. Honestly this guy seems stuck in a Shanghai/western bubble and I couldn’t disagree more with his takes.
Watched Shaun's interviews in cnbc for the last 6 years, guy has been consistent and most importantly - balanced and objective! Hope Shaun expands his coverage beyond consumer/retail sector. Keen on his thoughts on crypto and btc in China
The entire world is sick and tired of the USA, period, regardless of the administration that is in power! The US isn’t run by the president anyway! He is just a figurehead! It’s the billionaire class that rules over America!
Great interview I really love all comparison and what are the trends in global economy. Also, While it's noteworthy that you've recognized NIO as a significant competitor to Tesla in the EV industry, it's essential to also acknowledge Xiaomi's entry into the EV market, including how they are approaching entrance in EV industry and already positioning them as fierce competitor. They are already build brand and already built distribution centers in the world not just China. Xiaomi to me is a serious player in EV industry now. Another topics that is missing her for discussion is TikTok and how this will influence geopolitics and economy between US-China. Overall really good interview and I enjoy a lot watching it.
Don't understand why he thinks the lockdowns (water under the bridge by now) is bad for China, "Trading down" merely meant China companies benefitted and China's EV cars are now leading and eroding US share of China's massive growing market. Poor analysis.
In banning Rein the US MSM are banning common sense and realism over wish-fulfilment. Only one more sign the US is doomed to a downward spiral. And hwne Trump gets in they will really get into their own funeral biz.
29:20 Deckers UGG, Chanel doing well 29:50 Zara 31;00 apple tsla will bounce back 36:00 China the biggest growth market 37:00 Japan, Plaza accord 41:00 Bloomberg ban, no independent voice
Perspective is always reality. So we’re always going to have different truths. That’s never going to change, so people need to always listen to multiple perspectives in order to make informed decisions.
Shaun, I agree with 90% of your analysis, with exception of the following; 1. BYD sales have notabuly drpped in china along side of Tesla 2. FSD 12.4 / Robtotaxi launch by Tesla is gamechanger tech 3. Any new EV buyer will need to assess being complettely left behind if they opt not to buy a Tesla 4. The tech pilots that begin Hangzhou, Bejing, Shanghai will shock people on how good and humanlike it really is 5. President ZI visit to SF is recongition that America will achieve AGI well before China and he is big time worried 😮 6. Apple although expensive is far superior product The balance of all your other comments were very good, accurate and informative. Thank you!
First, let me state that the following is only my opinion! I grew more and more dissolution and cynical of our political process! Where Trump can appoint someone like Peter Navarro and Steve Bannon as advisors, former write Death by China, latter has in many occasions made I consider racist remark! What about the latest debacle of Biden's economic advisor, Jared Berstein's almost Biden like Senior moment! Our leader are only as good as advisors they hire! It's just a giant echo chamber that does not seek out different opinions to even consider! Take us down the toilets as long as propaganda is gaining support, not the facts on the ground, IMO!
I do want to touch on one thing. People may think the dollar is strong but how about in the US? I mean everything costs double, so wouldn't it seem that the dollar is worth $.50cents?
we got it. Elon just figured out superchargers only take from the grid....whereas swap stations give and take to the grid. He is one step behind with his megapacks. Nio jumped right over him.
@DONGXiiTheChinaOpportunity now you're into sending threats? Man, becoming a father has made you tense. Ban me now, I could care less. Don't forget where you started.
Pleasure meeting you finally - thanks for taking the time to meet me and for reaching out to me all these times
I'm glad we finally made it work and hopefully you're audience will enjoy our wide ranging talk
It really did, thank you
Great interview!
But the Chinese investors including the pension funds and mfs are anti intuitive! Looks at India or US, they are invested in their markets and will do everything to prop up or support the market whether its the gov or the investors!
What's strange is in China, the investors don't want the market to be properly valued? is it to hurt the Chinese gov like they want to take revenge for what happen to Jack Ma, which I think was the right thing to do to stop the ant ipo!
Thank you for a great interview. I personally had the opportunity to work out of China between 04 to 08. There was a time everyone was talking about the stockmarket like people talked about the crypto market. During that time, some of my wealthier friend told me the stock market was quite corrupted, there was barely any regulation. In your honest opinion, what do you feel about their current stock market? Lets face it, even the American market, its full of market manipulation, insider trading and lack of regulation. The reason I ask is because I personally put some money in the Chinese mutual fund market near 20 years ago, I really haven't seen any gains.
what a Rare, balanced, and educational talk this is.
Most people in China couldn’t care any less about whether they’re liked by the U.S. they’re too busy with improving their lives in China.
I just instantly feel better just to hear Shaun say NIO.
Wow, what a great interview! Shaun is super knowledgeable about the Chinese economy and so eloquent in his delivery.
Wow, what a spectacular interview. Thanks.
I have always felt the same as what Shaun has to say in the interview but hearing from a person with integrity with no bias was very informative.
Thanks again Marcel and I will also be following Shaun as well on other channels.
Genuine and truthful and no prejudice. Great stuff
We like you Shaun..keep telling the truth.
Shaun the Legend. Met when we both were young like Marcel 😁🙌
Very valuable content with Shaun Rein. Thank you for that, Marcel and Shaun.
I liked this man. Will follow him from now on.
Shaun is very impressive. I will surely read his book
Good people are always truthful.
Thank-you for interviewing Shaun. He is truly a dynamo and gem. What a breath of fresh air. I am truly dismayed that he has been boycotted by the likes of "Doomberg" and the WSJ. His comments merely confirm my impressions of China and fabricated distortions by the Western media. Additionally, having relatives in the field and on the ground gives me of a more genuine idea of the China situation. I checked Shaun's YT site. His teenage son is a "chip off the old block" and really prodigious.
t
Great interview and insightful analysis
Shaun is the da bomb!
Well, Nio doesn't want to make a move into the US at this time anyhow. The Chinese EV producers are focused on developing and dominating the China market.
Correct
I purchased a lot of NIO stick and made over 40 NIO CZcams videos from 2017 , when I first stepped into NIO’s first Flagship NIO House in Beijing. I rode NIO shares from under US $3.00 to $67.00 back to where it is today, $5.00.
I was hoping to buy a NIO EV in 2025 in the USA. I test drove a NIO ET5 in Beijing last July 2023. I know NIO will not be sold in the USA, under the Biden Regime. Maybe there’s a slight chance for BYD 比亚迪 via Mexico under WTO, but that channel seems to be cut. If not NIO, I want to purchase a Chinese made EV car in the USA.
Geely has a chance with its Volvo line, since it already has distribution channels in the USA. I can still buy a Chinese EV car, with Geely/Volvo some day. 蔚来加点!
I visit NIO Houses 蔚来中心whenever I go to China. Learn more about NIO:NEV 蔚来新功能汽车 czcams.com/play/PLLNWkthyggM48Wb8GVltnHZ681Q_BP_QA.html
Look at Marcel face when Shawn talks negatively about Tesla LOL 😂
😅😅😅😅😅
Wow…… very informative info and great content …thanks Marcel and Shaun…… truthful and honest opinions are hard to come by….🙏🏻thanks again
Our pleasure!
Two honest people. I like!❤
Great interview. Thank you both!
I didn't hear anything controversial from Shaun in the least bit. The problem is the toxic and polluted political environment that imperialism creates which permeates western media.
Magnificent interview. Great guy. 👍🏻
Such an interesting interview! I’m disgusted by the emerging news of our “free media” . I’ve felt for a very long time that it tends to be like “state controlled media “. The banning of TikTok cannot stop the people’s need for true news . Thank you Marcel .
Thank you so much for a fantastic interview Marcel😍
Great analysis. I'm now following Shaun on X and CZcams.
Welcome aboard!
It was an amazing interview. Great talk good points , loved it. Thanks Marcel. 👍
Excellent piece👍
Many thanks!
Amazing interview. Thanks 👍👍👍
Who wants a Porsche if you can get a NIO? Porsche is so yesterday
Porsche is considered a fossil object in China, not cheap but last generation tech.
Well. I own plenty of NIO, as it’s a company with a fantastic vision and can clearly execute. And I love NIO cars, especially the ET5t, which is just gorgeous. But I still love Porsche too. They have beautiful cars.
That bit of his analysis re: "trading down" sounds really western centric, ignoring the rising nationalism surrounding Chinese tech and products as a result of the rising sanctions and western propaganda.
@@kapk well trading down doesn't necessarily mean going to an inferior product, just to a more affordable product
Great interview indeed!
Thank you both very much!!!
Glad you enjoyed it!
Thank you Marcel!
Good talk, very educational
I definitely agree with Shaun's opinion that there's a consensus behind WSJ and NY Times to shape the American public view on China in a certain direction. I'm a subscriber of both newspapers and i see that first hand because i also search for news on China from elsewhere. Shaun is definitely more trustworthy.
Shaun should be advising Apple and Tesla. Look forward to hearing more from Shaun on YT - Historians will call the first half of the 21st Century as China's Renaissance.
What a smart guy ❤
Great interview thank you!
listening to this while ubering from la 💯💯
Great interview Marcel! Thanks
It is a great interview Marcel . Thanks for your work. Thierry from South of France
Awesome!
Why doesn't China impose a hefty tax on lithium (and other minerals used in batteries and chips) being exported to countries such as the US? Wouldn't that be a good way for the government to make money while boosting their own tech companies (EVs, chips, etc)?
Great interview Marcel!
Two of my favorites
100% EV Tariff? place an export tariff on Lithium minerals, see if the US can make batteries.
I agree with both of you and I have a touch of humor for this.... When this all plays out will Biden get a tramp stamp tattoo of a dragon on his lower back? 😂
He complains about the 3month lockdown in Shanghai but he doesn’t explain how for all the rest of the time most people in China lived with basically no lockdown. The lockdowns were stricter in China but they were far shorter and far less damaging than in the west. He says they spent all their money on covid tests, how much does he think these tests cost? The US and UK were paying people’s wages for months and months. Sure there was nervousness straight after lockdown was lifted, I travelled at that time and tourist places had definitely been quite badly damaged but 6months to a year later and tourism is booming more than I’ve ever seen it. Traveling during holidays was always horrible, but now it’s horrible on weekends. From what I see the economy is back to pre covid, sure some people might be swapping out their Starbucks for luckin or their Porsche for Nio but that’s less to do with trying to save more money and more to do with people trying to support Chinese brands after seeing how Chinese companies are being treated by the west and the US in particular. They are also waking up to the fact that a Nio is just as good if not better than a Porsche so why not support a local brand and save some money to spend on eating out or traveling. Honestly this guy seems stuck in a Shanghai/western bubble and I couldn’t disagree more with his takes.
A breath of fresh air
Great video! So much valuable information
Great Talk, loved it. Shaun definitely sound genuine analyst!
Watched Shaun's interviews in cnbc for the last 6 years, guy has been consistent and most importantly - balanced and objective!
Hope Shaun expands his coverage beyond consumer/retail sector. Keen on his thoughts on crypto and btc in China
Great interview!! Thank You Marcel
What a loss for Bloomberg!
He should be a regular on this channel.
The Western world is sick of the USA and the Obama Administration.
Biden is even worse.
all started with Obana....
The entire world is sick and tired of the USA, period, regardless of the administration that is in power! The US isn’t run by the president anyway! He is just a figurehead! It’s the billionaire class that rules over America!
Wait what about George W Bush?
Thoroughly enjoyed and subscribed instantly.
Awesome, thank you!
Great interview I really love all comparison and what are the trends in global economy. Also, While it's noteworthy that you've recognized NIO as a significant competitor to Tesla in the EV industry, it's essential to also acknowledge Xiaomi's entry into the EV market, including how they are approaching entrance in EV industry and already positioning them as fierce competitor. They are already build brand and already built distribution centers in the world not just China. Xiaomi to me is a serious player in EV industry now. Another topics that is missing her for discussion is TikTok and how this will influence geopolitics and economy between US-China. Overall really good interview and I enjoy a lot watching it.
Japanese needs to consult with these 2 intelligent men 😊
Thank to both of you for the great talk.
Glad you enjoyed it!
If the sentiment is so very negative, it might indicate that we reached the lows in the economy and from here it will go up?
Very good thanks
Marcel please bring and interview this kind of smart guy.
What a great open mind without the ideological bullshit
Don't understand why he thinks the lockdowns (water under the bridge by now) is bad for China, "Trading down" merely meant China companies benefitted and China's EV cars are now leading and eroding US share of China's massive growing market.
Poor analysis.
China has the cool to be the croaching tiger, though no more a hidden dragon.
Great discussion. Please more of this. Learned a lot
👌👏
thanks Marcel for the info
Wow! nice insights!! Marcel you are doing a great Job! Thank you! more bulish on Nio now!!!
I cannot wait to get back to Asia. Makes the rest of the world look asleep.
Great interview!
China is the next China.....I like it!
THANKS! REIN REALLY GOOD
In banning Rein the US MSM are banning common sense and realism over wish-fulfilment. Only one more sign the US is doomed to a downward spiral. And hwne Trump gets in they will really get into their own funeral biz.
Excellent.
Very good video Marcel..Take a break. 👋
29:20 Deckers UGG, Chanel doing well 29:50 Zara 31;00 apple tsla will bounce back 36:00 China the biggest growth market 37:00 Japan, Plaza accord 41:00 Bloomberg ban, no independent voice
the us stock market and economy is growing due to debt. 1 trillion every 3 months. not through inovation or efficiency
Perspective is always reality. So we’re always going to have different truths. That’s never going to change, so people need to always listen to multiple perspectives in order to make informed decisions.
Shaun, I agree with 90% of your analysis, with exception of the following;
1. BYD sales have notabuly drpped in china along side of Tesla
2. FSD 12.4 / Robtotaxi launch by Tesla is gamechanger tech
3. Any new EV buyer will need to assess being complettely left behind if they opt not to buy a Tesla
4. The tech pilots that begin Hangzhou, Bejing, Shanghai will shock people on how good and humanlike it really is
5. President ZI visit to SF is recongition that America will achieve AGI well before China and he is big time worried 😮
6. Apple although expensive is far superior product
The balance of all your other comments were very good, accurate and informative.
Thank you!
Tesla, if add up all its many components, could easily be a 10 Trillion dollar capitalization. At the current stock price, Tesla is a screaming value.
First, let me state that the following is only my opinion!
I grew more and more dissolution and cynical of our political process! Where Trump can appoint someone like Peter Navarro and Steve Bannon as advisors, former write Death by China, latter has in many occasions made I consider racist remark!
What about the latest debacle of Biden's economic advisor, Jared Berstein's almost Biden like Senior moment! Our leader are only as good as advisors they hire!
It's just a giant echo chamber that does not seek out different opinions to even consider!
Take us down the toilets as long as propaganda is gaining support, not the facts on the ground, IMO!
Tesla will be like Samsung in China.
Nio has my money, they better work harder.
Please come back to USA. I think trump much open to list to young people. We need good people to advise them better. Biden is totally BS.
the problem is he trump might be going to jail....if it happen then he is done.... 80 + 24 years = 104 of age.....
He would need to be examined bye a psychologist if he went back to the states
Thank you Dongxii
I made some money on tencent maybe I will DCA out. I will still hold Bidu.
I do want to touch on one thing. People may think the dollar is strong but how about in the US? I mean everything costs double, so wouldn't it seem that the dollar is worth $.50cents?
we got it. Elon just figured out superchargers only take from the grid....whereas swap stations give and take to the grid. He is one step behind with his megapacks. Nio jumped right over him.
Love this interview. Feel the same about Trump.
Whats your Venmo. I'm buying you both a coffee. This was excellent.
✌✌✌
US market is huge, but Does have to sell car in us to survive. I don’t think so. Tesla dominates EV in US.
👍🙏
Very informative interview! How to subscribe to this channel ?
Hmm, feels a little like Ross Gerber in the house...ambitious and self laudatory vibes.
8:25 I have no doubt there will be a hot war too.
Great interview and guest👍🏼
Marcel might be a little heavy in tesla. saw some emotion there.
💙. Thanks .💙
*Westerners:
Reincarnated🐣
Zombie 👻
inquisitorss👻
‼️‼️‼️‼️‼️
😃😃 Chinese are more frugal.😃😃
You forgot to ask him about bitcoin.....
Thugs and bad people fearing accountability. That will really appeal to Europeans. Still he has an interesting perspective
So, he mentioned Onvo, why didn't you say you didn't like it?
Don’t twist my words: I said I am not having high sales expectations in the short term for ONVO. Wanna get banned on here too, just like on X?
I'm banned on X, since when? Don't get cocky Marcel
@DONGXiiTheChinaOpportunity now you're into sending threats? Man, becoming a father has made you tense. Ban me now, I could care less. Don't forget where you started.