PERSON DIRECTORY
Ken Rogoff
Ken Rogoff appears in 1 indexed conversation across Dwarkesh Podcast. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
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"China is digging out of a crisis. And America’s luck is wearing thin." — Ken Rogoff
China may remain in crisis for “five or ten years,” with real estate near a third of the economy, demand crushed, and growth potentially only one percentage point faster than the US each year.Rogoff sees 10–20% inflation as the more likely US debt escape, while rising real rates, weaker Fed independence, and China’s construction of alternative payment rails make fiscal credibility, Taiwan preparation, and foreign-equity performance key signals to monitor.