Search Engine

Odd Lots x Search Engine

March 6, 2026·51 min·3-min readconversationalfinance
Podzilla Summary (3 min)
TLDR
This episode of Odd Lots, hosted by Tracy Alloway and Joe Weisenthal, explores the massive role of real estate in China’s economy, examining how land became both a social necessity and a speculative asset, leading to the world’s largest property bubble. Guest Mike Bird, Wall Street edit

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Guest

M

Mike Bird

conversational on Search Engine

Mentions

Books, people, and resources mentioned in this episode.

People

Mike Birdby Mike BirdTracy AllowayJoe Weisenthal

Books

The Land Trapby Mike Bird

Companies

EvergrandeCountry Garden

Research & Papers

Research by Yu Shi at the IMFby Yu Shi

Topics

Business NewsGlobal NewsInvestingReal Estate Investing

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