For three years at Bloomberg News I covered China's credit and property markets — local government debt, the retreat of shadow banking, and the collapse of Evergrande. The daily material was a flood of filings, data and rumours, and the job was to work out which of it actually mattered.
I also appeared on Bloomberg Television and markets podcasts, where a complicated question has to become intelligible in a few minutes. It settled something for me: whether you can explain a thing clearly depends on whether you have actually thought it through.