+0.0
net board stance
what this means
22.92
-1.2% · close 2026-09-08
+1% / +8% / +12%
1m / 3m / 12m
-76%
vs SPY since 2022-07-22
72%
of 52w range · -5.1% off high
—
hit rate as primary
Where we stand — 0 live ideas
No active idea holds this ticker. Anything below is history.
Where the winds are blowing
NET BOARD STANCE, LAST 47 EPISODES —
rising = the besties are building this position, falling = abandoning it. Replayed from
score_events; an idea counts from birth until its window closes.
PRICE VS SPY OVER THE SAME WINDOW, % — did the
talk lead the tape or follow it?
Who's pushing which way
each voice's net push ON THIS TICKER — their most recent stance per idea × the idea's direction × strength, so supporting a bearish idea pushes down. Not conviction (that lives on the idea); this is direction of travel per person. what w= means
Track record on EWH
No closed window has used this ticker as its primary play, so there is no scored record here yet. Adjacent plays are listed but never scored.
| idea | call | play | verdict | R | α | closed |
|---|---|---|---|---|---|---|
| 🌍 China's growth engine breaks - property bust plus bank runs | ▼ SHORT | adjacent | PARTIAL | +9.4% | -6.9 | 2023-07-22 |
The tape — what was actually said
every capture on any idea holding EWH, newest first · quotes verbatim, timestamps deep-link into the episode
Chamath
support ×2
▼ on
🌍 China's growth engine breaks - property bust plus bank runs
E136 · 2023-07-09
▶ 37:31
China economically, I don't know where the demand is going to come from. You know, on the same time that their internal demand is imploding, they're creating all these export controls that I think are not going to actually help them solve the problem because it just accelerates Western economies' desire to delever from China.
Sacks
support ×2
▼ on
🌍 China's growth engine breaks - property bust plus bank runs
E131 · 2023-06-02
▶ 50:07
China has real problems. There is no question about it. They have got demographic problems, they have got problems in the banking system, they have got a real estate bubble.
Friedberg
oppose ×1
▼ on
🌍 China's growth engine breaks - property bust plus bank runs
E106 · 2022-12-03
▶ 1:02:58
We always think that it's a linear line and that it's super dogmatic and fixed, but there's certainly responsiveness. And the release of the lockdowns in Guangzhou and Beijing this week seems to have been a pretty good indication that when things do get, when the tides do change, leadership there seems to respond, not always, but enough to kind of keep things going.
Chamath
oppose ×2
▼ on
🌍 China's growth engine breaks - property bust plus bank runs
E106 · 2022-12-03
▶ 1:06:53
And it looks like they have decided that that's coming to an end, and they're going to, you know, deconstruct all of these things. So, you know, the Chinese growth engine is coming back.
Jason
support ×2
▼ on
🌍 China's growth engine breaks - property bust plus bank runs
E88 · 2022-07-22
▶ 53:25
And these are regional banks, to be clear. This isn't the national banks. And so, at the same time, the mortgage boycotts are happening at 301 unfinished developments in 91 cities.
Sacks
support ×2
▼ on
🌍 China's growth engine breaks - property bust plus bank runs
E88 · 2022-07-22
▶ 49:08
No, I think it's more like 2008, Jason. I think it's more like the financial crisis in 2008 that was driven by the real estate bubble. They've got their own real estate bubble, which is collapsing there.
Friedberg
support ×3
▼ on
🌍 China's growth engine breaks - property bust plus bank runs
E88 · 2022-07-22
▶ 53:57
So a lot of the conflict and the things that are starting to fall apart, which may just be the tip of the iceberg, is a function of a fundamentally slowing economy and the forecast and the outlook for an economy that doesn't have the drivers it's had historically.