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At ASCO among presentations focused on pancreatic cancer innovation beyond KRAS; however, abstracts for the cancer conference also highlight ADCs, bispecifics and diagnostics that are broadening the field's approach to the cancer. On the latest BioCentury This Week podcast, BioCentury's analysts discuss Revolution's daraxonrasib, other readouts to watch for in pancreatic cancer and what else is on BioCentury's radar at this year's American Society of Clinical Oncology meeting.BioCentury's analysts also discuss a push by China hawks in Congress to get the Trump administration to invoke national security powers to narrow Chinese life sciences companies' access to U.S. markets, technology and capital; an initiative by Rep. Jake Auchincloss (D-Mass.) that seeks to modernize how clinical trials are conducted in the U.S.; and a BioCentury analysis on new antibody-drug conjugate linker techniques. This episode of the BioCentury podcast is brought to you by Jeito Capital.View full story: https://www.biocentury.com/article/659581 #Biopharma #ASCO2026 #PancreaticCancer #ClinicalTrials #ADCInnovation00:01 - Sponsor Message: Jeito Capital02:26 - ASCO Preview14:24 - U.S. China Policy22:48 - Modernizing U.S. trials27:17 - Optimizing ADC LinkersTo submit a question to BioCentury's editors, email the BioCentury This Week team at podcasts@biocentury.com.Reach us by sending a text
What should the United States realistically expect from high-level diplomacy with China — and where are the real risks in the relationship? In this episode of The China Desk, host Steve Yates is joined by Andrew Harding, Policy Analyst for National Security and Indo-Pacific Affairs at The Heritage Foundation, for a detailed breakdown of President Trump's recent summit with Xi Jinping and the broader future of U.S.-China relations. Harding explains how the Heritage Foundation developed a framework for evaluating the summit — identifying what would constitute favorable outcomes for the United States, what risks to avoid, and how to think strategically about long-term competition with China. The discussion explores how the summit ultimately functioned less as a transformational moment and more as a “maintenance check” on an increasingly competitive relationship between Washington and Beijing. Major topics include: • Expectations surrounding the Trump–Xi summit • Favorable vs unfavorable outcomes for U.S. policy • Rare earths, export controls, and AI competition • Why advanced semiconductor restrictions matter • China's role in fentanyl trafficking and leverage • Taiwan and concerns over shifting U.S. policy language • Agricultural trade and strategic economic competition • China's support for Iran and geopolitical implications • Human rights concerns, including Jimmy Lai and religious persecution • Why the U.S.–China relationship remains structurally competitive • The future of AI rivalry between Washington and Beijing • Strategic dependencies and supply chain vulnerabilities The episode also dives into Harding's earlier work on the Pacific Islands and the Compacts of Free Association (COFA), highlighting why the region has become increasingly important in the context of U.S.-China competition. Additional topics include: • Chinese influence operations in the Pacific Islands • Why Palau, Micronesia, and the Marshall Islands matter strategically • Heritage Foundation's role in supporting COFA renewal efforts • The “Pacific Pivot” strategy for long-term U.S. engagement A major takeaway from the conversation is that future U.S.-China engagement should focus on protecting American strategic advantages — especially in AI, advanced technology, and national security — while avoiding concessions that weaken U.S. leverage. The episode closes with a broader discussion on what to watch for ahead of a possible future Xi visit to the United States and why export controls and AI competition may become the defining issue of the next phase of U.S.-China relations. 00:00 — Intro + Andrew Harding joins 02:08 — From Russia to China policy work 06:21 — Pacific Islands strategy and COFA agreements 10:14 — Heritage's “Pacific Pivot” strategy 11:16 — Expectations for the Trump–Xi summit 13:53 — Favorable outcomes for the U.S. 16:19 — Unfavorable outcomes and red lines 19:09 — Did the summit accomplish anything? 22:06 — Engagement vs strategic competition 27:07 — Preparing for a future Xi visit to the U.S. 32:19 — What to watch next: AI and export controls 35:23 — Final thoughts + closing Watch Full-Length Interviews: https://www.youtube.com/@ChinaDeskFNW
1. Founding of the U.S. and AOC The Declaration of Independence (1776) and Constitution (~1787–1789) created the foundation of American democracy. These founding principles (e.g., “all men are created equal”) are portrayed as morally correct ideals, even though the country initially practiced slavery. Alexandria Ocasio-Cortez (AOC) and the left: They misinterpret U.S. history (e.g., framing the Revolution as anti-billionaire rather than anti-monarchy). They promote “ignorance” and misinformation about democracy and capitalism. They portray progressive ideology: Anti-law enforcement Supportive of open borders Fear-based (e.g., warnings about government overreach) Detention systems (like ICE facilities) are reasonable for enforcing law, not tools of oppression. Historical examples of mass detention (e.g., Soviet gulags, China, etc.) are linked to leftist governments, suggesting a warning about expanding state power. Republicans led abolition and civil rights gains, while Democrats historically supported slavery and segregation. 2. Virginia Supreme Court & Redistricting Dispute A Virginia redistricting plan heavily favoring Democrats (10–1 advantage) was struck down by the Virginia Supreme Court. Democrats responded by proposing structural changes (e.g., court reforms) to regain power. This is framed as an attempt to undermine judicial independence. Mentions a ruling that: Racial gerrymandering is unconstitutional. The ruling limits how districts can be drawn based on race. The speaker claims Democrats rely on such practices to maintain political control. 3. China Policy and Political Prisoners The final section shifts to foreign policy: A bipartisan U.S. Senate resolution (passed 100–0) urges the President to: Raise cases of political prisoners in China (e.g., Jimmy Lai, detained pastors). Key takeaway: The U.S. is encouraged to use diplomatic pressure to promote human rights and religious freedom. There are three priorities in talks with China: Human rights advocacy (release of detainees) Economic interests (trade, Boeing deals, agriculture exports) Geopolitics (China’s influence over Iran) Please Hit Subscribe to this podcast Right Now. Also Please Subscribe to the 47 Morning Update with Ben Ferguson and The Ben Ferguson Show Podcast Wherever You get You're Podcasts. And don't forget to follow the show on Social Media so you never miss a moment! Thanks for Listening YouTube: https://www.youtube.com/@VerdictwithTedCruz/ Facebook: https://www.facebook.com/verdictwithtedcruz X: https://x.com/tedcruz X: https://x.com/benfergusonshowYouTube: https://www.youtube.com/@VerdictwithTedCruzSee omnystudio.com/listener for privacy information.
Gordon Chang and Piero Tozzi analyze the upcoming U.S.-China summit in Beijing, noting Trump's "built-in disadvantages" and Chinese arrogance. They discuss internal Taiwanese political divisions regarding China policy and highlight recent multilateral military exercises as a significant "planting of the flag" before negotiations. (7/16)January 1942
After 100 episodes, what has the China Desk revealed about the Chinese Communist Party, U.S. strategy, and the future of global competition? In this special milestone edition of The China Desk, the roles are reversed. Host Steve Yates becomes the guest, while Andrew Langer, host of the Lunch Hour Podcast, steps in to lead the conversation — reflecting on the biggest lessons, themes, and takeaways from the first 100 episodes. Since launching in 2023, China Desk has featured conversations with policymakers, analysts, and subject matter experts across the spectrum of U.S.-China relations. In this episode, Yates steps back to examine what those discussions reveal about where the relationship stands today — and where it is headed. A major theme is the idea of reciprocity — a principle that has shaped many China Desk conversations. Yates explains why the U.S. should rethink policies that grant China access and advantages not reciprocated in return, and how this concept is beginning to influence broader trade and geopolitical thinking. The discussion also covers: • What Steve Yates has learned from 100 episodes of China Desk • Why listening — not talking — is key to meaningful policy conversations • The origins and impact of the U.S. “engagement” strategy with China • Why the “China will become like us” assumption failed • How CCP power structures shape behavior at home and abroad • The concept of reciprocity in trade, policy, and diplomacy • How China's system differs fundamentally from Western governance • The evolving U.S.–China strategic and economic relationship • The role of China in global conflicts, including Iran and Ukraine • The complex relationship between China, Russia, and authoritarian regimes • Why authoritarian systems can endure despite internal weaknesses • How economic growth reinforced CCP control over the population The conversation also explores the human dimension of China policy — including how decades of political control, economic transformation, and social upheaval have shaped the Chinese population's relationship with the state. Looking forward, Yates outlines three core priorities for U.S. policy: • Rebalancing the economic relationship with China • Reinforcing deterrence and demonstrating American strength • Strengthening and realigning global alliances The episode closes on a more personal note, as Yates reflects on family, loss, and the importance of stepping away from policy work to reconnect with what matters most. After 100 episodes, one message is clear: understanding China requires not just analysis — but listening, perspective, and a willingness to challenge long-held assumptions. 00:00 — Intro + 100th episode special format 00:08 — Andrew Langer guest hosts the China Desk 00:35 — Celebrating 100 episodes and show impact 00:57 — Steve Yates introduction and background 02:28 — What Steve Yates has learned from 100 episodes 03:15 — Why listening matters more than talking 04:02 — Building trust with guests and audience 06:11 — Has anything changed his perspective? 07:08 — Bipartisan conversations and policy framing 07:58 — Where U.S.–China relations stand today 08:16 — The concept of reciprocity explained 10:04 — Why engagement with China failed 11:03 — The “fatal conceit” of Western assumptions 13:53 — China–Russia relationship and strategic alignment 15:32 — Lessons from the Cold War and Soviet Union 16:48 — CCP control over Chinese society 18:02 — Information control and political power 19:02 — Why authoritarian systems persist 19:56 — Historical trauma and CCP legitimacy 21:02 — Economic growth vs political control 22:10 — Three priorities for U.S. policy moving forward 22:32 — Rebalancing the economic relationship 23:57 — Reinforcing deterrence and American strength 24:39 — Rethinking alliances and global priorities 25:44 — Outside interests: family, outdoors, and faith 27:33 — Where to find the China Desk podcast 28:24 — Closing Watch Full-Length Interviews: https://www.youtube.com/@ChinaDeskFNW
Ep 256 | How much U.S. farmland does China actually own? Is foreign land ownership really a national security issue? Are foreign buyers pricing farmers out? This week on Discover Ag, Tara sits down with Adam Savit, Director of China Policy at the America First Policy Institute and former Senior Advisor for National Security to USDA Secretary Brooke Rollins, to get answers. He shares what's really happening, why it matters, and what farmers and ranchers can actually do about it. CHAPTERS: (00:00) Introduction (05:52) Why We Should Be Concerned About Foreign Land Ownership (09:57) How Much Land Foreign Countries Actually Own (16:06) The Truth About Companies Buying Farmland (18:27) How States Are Fighting Foreign Land Ownership (24:56) What Other Countries Are Doing About It (26:32) Why People Are So Worried About China (34:39) National Security Issue or Economic Issue? (37:00) Foreign Buyers Pricing Farmers Out: True or False? (39:35) Transparency Gaps and What Needs to Change (44:44) Misconceptions About These New Policies
In this episode of the China Desk Podcast, host Steve Yates speaks with Grace Jin Drexel, human rights advocate and daughter of Pastor Ezra Jin, founder of one of China's largest underground house church networks, about the Chinese Communist Party's intensifying crackdown on religious freedom. Grace shares the personal story of her father's detention in October 2025, when Chinese authorities carried out a coordinated nationwide sweep targeting independent Christian leaders across multiple cities. She explains how her father's church — which had grown from a local Beijing congregation into a nationwide network — became part of a broader campaign to suppress independent religious activity outside state control. The conversation provides a rare, firsthand look at how religious life actually functions inside China, including the key differences between state-sanctioned churches and underground “house churches.” Grace describes how government-controlled churches operate under strict oversight — including limits on worship, leadership, and even the number of baptisms — while independent churches seek to practice faith freely but face increasing risk of surveillance, shutdown, and detention. The discussion also explores: • The CCP's strategy of “Sinicization” and why it targets religion • How faith communities are viewed as a threat to state control and civil society • The rise of underground house churches and their rapid growth in China • Why many Chinese citizens are turning to religion amid a “spiritual vacuum” • The role of churches in providing community services, disaster relief, and social support • How new laws and regulations are used to justify crackdowns and mass arrests • The human toll of detention, lack of communication, and restricted legal access • What policymakers, advocates, and everyday citizens can do to raise awareness and apply pressure Grace also recounts the moment she learned of her father's detention while living in the United States, describing the uncertainty, fear, and urgency that followed as she began advocating publicly for his release and for others facing similar persecution. This is both a deeply personal story and a broader warning about the future of religious freedom in China — and the growing willingness of the CCP to target independent communities it cannot control. 00:00 — Introduction and Grace Jin Drexel joins the podcast 00:32 — Background: her father, Zion Church, and the 2025 crackdown 01:30 — Growing up in China as a pastor's daughter 04:29 — Life in Beijing, the U.S., and returning to China 07:12 — Rise of Zion Church and transition to a nationwide network 09:20 — State churches vs underground house churches explained 12:23 — Government control, surveillance, and restrictions on worship 15:23 — Demand for Christianity and China's “spiritual vacuum” 19:23 — Why the CCP fears religion and independent organizations 23:37 — Churches as civil society and community support networks 26:07 — Crackdowns, new laws, and coordinated arrests across China 30:09 — Mass detentions and targeting of church leaders 34:22 — Learning of her father's arrest and initial response 39:00 — Lack of communication, legal limits, and health concerns 41:11 — Advocacy efforts and speaking before policymakers 43:27 — What governments and individuals can do to help 44:48 — Where to follow updates and support the cause 45:50 — Closing thoughts and final message Watch Full-Length Interviews: https://www.youtube.com/@ChinaDeskFNW
In this episode of The China Desk Podcast, host Steve Yates sits down with journalist and documentary filmmaker Jan Jekielek, host of American Thought Leaders and author of Killed to Order. The conversation explores the disturbing allegations surrounding forced organ harvesting in China, a practice critics say is linked to the Chinese Communist Party's detention system and repression of dissident groups. Jekielek explains how the issue first emerged through reports from prisoners of conscience and human-rights investigations, and how China's transplant system raised questions among medical experts due to extremely short wait times for organs. He discusses the role of propaganda, state control, and international medical partnerships, and what this controversy reveals about the structure of power inside the CCP. The discussion also examines broader geopolitical implications, including how Western governments, institutions, and medical systems have responded—or failed to respond—to the allegations. Watch Full-Length Interviews: https://www.youtube.com/@ChinaDeskFNW
Josh Rogin explains how Trump's 2016 victory upended the Obama administration's optimistic China policy, leading to immediate diplomatic confusion regarding Taiwan and China's territorial integrity claims. 11793
This week on Sinica, I speak with Patricia Kim, a Fellow at the Brookings Institution's John L. Thornton China Center, where she focuses on U.S. policy toward China and the broader Asia Pacific. One year into Donald Trump's second term, Pattie and her colleague Joyce Yang have published a comprehensive Brookings assessment titled "Making America Great Again? Evaluating Trump's China strategy at the one-year mark," which examines whether the administration's stated objectives on reindustrialization, AI leadership, strategic dependence, and global standing are actually being met. We discuss the paradox of Trump's China policy (which is surprising consistency in goals despite the absence of a formal strategy document), with its mixed results on economic rebalancing and supply chain security, the troubling deterioration in U.S.-China diplomatic and military channels, and why the administration's approach to allies and partners may be undermining its own objectives. Pattie brings analytical discipline and empirical rigor to debates that are often long on rhetoric and short on evidence, cutting through a lot of noise to assess what's actually working, what isn't, and where the strategy is running up against reality.4:45 – Does Trump have a China strategy? Consistency without a formal framework8:15 – Assessing the economic rebalancing goals: reindustrialization and tariffs15:30 – Technology competition: export controls and AI leadership23:45 – Supply chain security and strategic dependence challenges31:20 – The deterioration of diplomatic and military-to-military channels39:50 – The ally and partner problem: how Trump's approach undermines his own goals47:15 – Global standing and American credibility in the Trump era52:30 – Paying it forward: The Lost in Translation series at BrookingsPaying it forward:Lost in Translation Series (Brookings Global China Project)Recommendations:Pattie: To Dare Mighty Things by Michael O'HanlonKaiser: Stalingrad by Vasily GrossmanSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
❄️ Could the South really see another round of snow flurries? Tara opens with a look at unusual winter weather before pivoting into a sweeping deep dive on politics, power, and accountability.
In today's three-minute interview, Stephen LeDrew speaks with China expert Charles Burton, author of The Beaver and the Dragon - How China Outmaneuvered Canada's Diplomacy, Security, and Sovereignty.Burton explains why Canada continues to misread Beijing's intentions, and why recent diplomatic outreach risks repeating the same mistakes. While some argue that closer engagement with China could offset economic pressure from the United States, Burton lays out why that assumption does not hold up - economically, strategically, or politically.The discussion covers Canada's limited trade exposure to China, the failure to enforce foreign influence safeguards, and why Canada lags behind allies like the United States, the United Kingdom, and Australia in confronting espionage and interference.This is a clear-eyed assessment of Canada's China problem, the risks to sovereignty, and why wishful thinking is no substitute for strategy.Independent analysis you will not hear in legacy media.You can purchase the Beaver and the Dragon published by Optimum Publishing - https://www.amazon.ca/Beaver-Dragon-O... Hosted on Acast. See acast.com/privacy for more information.
Mutual Funds Masterclass - Online Workshop by Parimal Ade & Gaurav JainBook your seat now - https://shorturl.at/TF50Lhttps://shorturl.at/gM97lHow to Use Artificial Intelligence for Investing - Combo of 5 ebooksIn today's Daily Stock Market News (Jan 9, 2026), we break down the key global and Indian market-moving developments that investors should track.We cover the latest U.S. tariff push on Russian oil, the U.S. Supreme Court's upcoming ruling on tariffs, and signs of moderation in credit card spending—a key indicator of consumer demand.We also discuss reports that China may scrap bid curbs, along with important pharma sector updates including Alkem's hair growth kit launch and job cuts at Sun Pharma Advanced Research.Finally, we look at the strategic significance of the Adani–Embraer jet manufacturing partnership.#stockmarketnews #dailymarketupdate #nifty #sensex #adanigroup #sunpharma #AlkemLabs #ustariffs #AdaniEmbraer #indianstockmarket #investing2026 #mutualfunds #sip #marketanalysis #financenews 00:00 Start00:11 U.S. Tariff Push on Russian Oil04:27 U.S. Supreme Court to Rule on Tariffs08:49 Credit Card Spending Moderates10:57 China Bid Curbs May Be Scrapped14:44 Alkem Launches Hair Growth Kit15:49 Sun Pharma Advanced Research Cuts Jobs17:01 Adani–Embraer Jet Manufacturing
In this episode, host Steve Yates is joined by Andrew J. Phelan, Australian med-tech entrepreneur, former government advisor, and longtime China watcher, for a wide-ranging conversation on the growing global confrontation with the Chinese Communist Party.Phelan reflects on recent events in Australia, including the Bondi tragedy, and examines how information warfare, social media platforms like TikTok, and foreign influence operations are shaping public opinion—especially among younger generations. From there, the discussion expands to Australia's China policy under Prime Minister Albanese, U.S.–Australia alliance dynamics, and the limits of appeasement.The conversation dives deep into the technology Cold War: export controls, semiconductors, AI, supply-chain dependence, Chinese overcapacity, and the role of Western capital in financing China's rise. Phelan argues that 2025 marks a true inflection point—one defined by economic bifurcation, strategic risk, and growing pressure around Taiwan.This episode offers a clear-eyed assessment of where things stand heading into 2026—and why democracies must respond by grounding strategy in values, sovereignty, and long-term discipline rather than short-term convenience. Watch Full-Length Interviews: https://www.youtube.com/@ChinaDeskFNW
In this episode, recorded in November 2025, Victor Shih sits down with Sarah Beran to discuss key developments in U.S.-China relations and how the relationship has evolved and may continue to evolve in the second Trump administration.
A recent proposal by Lina Khan, co-chair of Zohran Mamdani's mayoral transition team, to cap the price of beer at stadiums in New York City sparked a debate on X last month. At the center of that debate was Matthew Yglesias, editor and author the Slow Boring newsletter, who argued that the modern antitrust movement has become "slipshod" and is ignoring basic economic trade-offs in favor of political wins.In this episode, Yglesias joins Luigi and Bethany to discuss his views on the theoretical and practical limitations of the "Neo-Brandeisian" approach to antitrust. He contends that proposals like price caps for complementary goods like stadium concessions reveals a lack of economic rigor, arguing that such measures often result in higher ticket prices rather than consumer savings . He suggests that the movement increasingly attempts to use antitrust law as a universal tool for societal grievances.Bethany and Luigi debate Yglesias on the limits of this modern anti-monopoly movement, arguing that he sounds like a "Chicago economist circa 1970" who assumes markets are always efficient and rational. From the lobbying might of the banking industry to the extractive fees of Amazon, Luigi argues that economic concentration inevitably morphs into political power which standard price theory often ignores. He posits that even if consolidated industries remain price-efficient, their size allows for the capture of the regulatory process—citing the banking and tobacco industries as historical precedents.Of course, antitrust enforcement isn't the only proposal on the table to address people's concerns about price levels, as the current excitement around the "affordability" and "abundance" movements demonstrate. But Yglesias argues neither abundance, affordability nor antitrust is going to drive down nominal prices. As he puts it: the only thing that could do that is “a catastrophic depression…but that's not going to make people happier". Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
In his meeting with the national security adviser for the British prime minister, top Chinese diplomat Wang Yi has called on Britain to keep cooperation as the overarching theme of bilateral ties.
The US-China Economic and Security Review Commission has just released its 2025 annual report to Congress. The annual report's analysis and recommendations are a crucial source of information for Congress, the executive branch, and observers of US-China relations. This year's report includes 28 key recommendations for Congress. On this episode of China Global, we have two Commissioners joining us to discuss the report, Commissioner Aaron Friedberg and Commissioner Mike Kuiken. Commissioner Friedberg is Professor of Politics and International Affairs at Princeton University and co-director of its Center for International Security Studies. He is also a non-resident senior fellow at the American Enterprise Institute, counselor to the National Bureau of Asian Research, and previously served as Vice President Dick Cheney's Deputy Assistant for National Security Affairs.Commissioner Kuiken is a Distinguished Visiting Fellow at Stanford's Hoover Institution and advisor to the Special Competitive Studies Project. He has over 20 years of experience shaping US national security policy, including 12 years on the Senate Armed Services Committee. Timestamps:[00:00] Intro[1:47] China's Role in the Axis of Autocracy[03:22] Best Response from US and Allies?[05:23] The Interlocking Innovation Flywheels Effect[07:47] Made in China 2025 Plan: 10 Years Later[10:25] Why Does Chinese Dominance Matter? [12:39] Policy Prescriptions for the US[16:24] Lessons Learned from China Shock 1.0 and Preparing for 2.0[21:09] Bipartisan Political Will on China Policy[24:06] Taiwan as a Vital Interest to the US[28:06] Assuaging Taiwanese Doubts in Congress[30:17] Taiwan's Defense Spending Debate
Former DMG Entertainment executive Chris Fenton joins host Steve Yates to reveal how Hollywood's ties with Beijing reshaped global storytelling, what “Feeding the Dragon” really means, and why America's entertainment industry must rethink its relationship with China. From Iron Man to propaganda, Fenton exposes the inside story of U.S.–China influence and the cost of reckless capitalism. Watch Full-Length Interviews: https://www.youtube.com/@ChinaDeskFNW
The relationship between the US and China has been fraud with conflict for many years and its twists and turns have global effects. In this episode, George Yin joins Johannes Heller-John to decipher the China policy of the US and its continuities and changes over the last administrations. They also discuss what the EU can do to find its place amidst the rivalling superpowers.George is a Senior Fellow at MERICS and a Senior Research Fellow at the Center for China Studies, National Taiwan University. He is also Senior Advisor to the Straits Exchange Foundation and holds research affiliations with Harvard and Oxford Universities. Among other topics he looks at the China policy of the US.The conversation was recorded on September 26.For more on the topic, read George's comment piece "Art of the deal meets great power politics: Trump 2.0's approach to China" here.
In this powerful episode of The China Desk with host Steve Yates, UN Watch director Hillel Neuer exposes how China and other authoritarian regimes manipulate the United Nations from within. Neuer breaks down Beijing's long-term strategy to dominate global institutions like the World Health Organization, the Human Rights Council, and other Geneva-based agencies — using influence, intimidation, and propaganda to silence dissent.From the persecution of Uyghurs and Hong Kong dissidents to China's infiltration of UN NGOs, this conversation reveals how the ideals of Eleanor Roosevelt's original UN vision have been corrupted — and what can still be done to reclaim them.
Why copper/gold and silver/copper ratios may be sending different signals this cyclePositioning ahead of the FOMC meeting in rates and FXDuration strategy during rate-cutting cyclesActive vs. passive performance in the bond marketElena Zeng on Chinese equities:Hong Kong momentum rebound vs. mainland lagRelative strength of China vs. EM equitiesDomestic liquidity, share buybacks, and foreign inflowsWhy China remains a tactical allocation, not a core holdingVisit us at DantesOutlook.comEmail Damanick@DantesOutlook.com to request a meeting
South Korea and China have a complex relationship characterized by economic interdependence, strategic competition, and regional security concerns. Navigating this delicate balance has been a defining challenge for every South Korean president. Newly elected President Lee Jae Myung has assumed power at a time of increasing US-China strategic competition as well as uncertain global supply chains and growing threat from North Korea. Could this new administration mark a shift in Seoul's approach to Beijing? Or will President Lee maintain strategies similar to that of President Yoon?To discuss ROK-China relations, and President Lee's approach to this intricate issue, we are joined on the podcast today by Dr. Ramon Pacheco-Pardo. He is a professor of international relations at King's College London and the KF-VUB Korea Chair at the Center for Security, Diplomacy and Strategy in the Brussels School of Governance. He is also an adjunct fellow with the Korea Chair at the Center for Strategic and International Studies, and the author of several books on the domestic affairs and foreign policy of South and North Korea. Timestamps[00:00] Start[01:44] “[P]ragmatic diplomacy centered on national interests”[05:06] State of Play for Sino-South Korean Relations[09:56] Balancing Between the United States and China[14:47] China Taking Advantage of US-ROK Frictions [19:03] Economic Interdependence as a Leverage[25:39] Xi Jinping Attending APEC South Korea 2025[31:11] American Pressure on Allies to Protect Taiwan
Edward Pentin & Philip Lawler discuss Pope Leo XIV's pontificate. Archbishop Salvatore Cordileone on his appointment to the Trump Administration's new Religious Liberty Commission. Nina Shea on how Pope Leo should improve the Vatican's China policy. Actor Neal McDonough on his new movie.
Chris Spangle is joined by Alex Rosado, professional programs assistant at the Alexander Hamilton Society, to unpack the complexities of U.S.-China trade relations. They break down the legacy of Trump's “Phase One” deal, why China fulfilled only 57% of its commitments, and how tactics like invoice manipulation and transshipment undermine global trade norms. The conversation also explores reshoring U.S. manufacturing, the AI and semiconductor arms race, and China's internal demographic and economic challenges. Together, they examine how America can balance skepticism with strategy in navigating future trade. Learn more about your ad choices. Visit megaphone.fm/adchoices
CHINA Town Hall (CTH), a program that provides a snapshot of the current U.S.-China relationship and examines how that relationship reverberates at the local level – in our towns, states, and nation – connects people around the country with U.S. policymakers and thought leaders on China. The 2025 CHINA Town Hall program took place on Thursday, April 24, at 6:30 p.m. ET/3:30 p.m. PT, and discussed President Trump's China policy 100 days in. Featured speakers included Ryan Hass, Director of the John L. Thornton China Center at the Brookings Institution; Matthew Turpin, Visiting Fellow at the Hoover Institution; and Lingling Wei, Chief China Correspondent at The Wall Street Journal. Since CTH launched in 2007, the National Committee has proudly partnered with a range of institutions and civic groups, colleges and universities, trade and business associations, world affairs councils, and think tanks to convene town halls and bring this important national conversation to local communities around America (and a few overseas). About this program: https://www.ncuscr.org/program/cth/
After weeks of fierce confrontations, the US and China are making first steps to negotiate in the ongoing tariff row. Ahead of a meeting of representatives of both sides in Geneva, MERICS Director Communications and Publications Claudia Wessling talked with Thomas E. Kellogg, Executive Director of the Georgetown Center for Asian Law. In the new episode of our podcast, Thomas shares his expectations regarding the future of US-China relations and the role European actors could take in shapting the future US China policy, even under the current challenging circumstances. The expert for China's legal system also shares insights talks about the current situation in Hong Kong and the increasingly rigid imposition of the National Security Law. Recommended reading: Beyond overcapacity: Chinese-style modernization and the clash of economic models, MERICS Report
The focus this week turns to central banks. We discuss the Fed staying on-hold amid likely more pressures from Trump, and the uncertain outlook for US tax policy which is becoming a top legislative priority. We also discuss our expectations for the Bank of England, Norges Bank and Riksbank which could have diverging decisions but some risk of a dovish tone, as well as Beijing's latest stance on de-escalation and stimulus prospects. All eyes will be on the data to gauge how much of the tariffs are already starting to have an impact, on how these central banks factor in the uncertainty, and on any progress on the trade talks where things also remain influx. Chapters: US (01:56), Europe (10:58), China (14:42), Asia (20:00).
The Trump administration has announced exemptions to the massive reciprocal tariffs on China for smartphones, computers and other electronics. In his latest rapid reaction podcast, Darren assesses the exemptions and comments on the the larger tariff picture, barely 10 days after "Liberation Day". Australia in the World is written, hosted, and produced by Darren Lim, with research and editing this episode by Hannah Nelson and theme music composed by Rory Stenning. Relevant links Tanner Greer, "Obscurity by design: Competing priorities for America's China Policy", Foreign Policy Research Institute, March 2025: https://www.fpri.org/article/2025/03/obscurity-by-design/ Adam Tooze, Chartbook 374: As Trump triggers "sell America", will the result be "stage 4", the politicization of financial markets?, 12 April 2025: https://adamtooze.substack.com/p/chartbook-374-as-trump-triggers-sell
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Wayve's OEM partnership with Nissan, Nuro's Series E capital raise and why the Uber/Waymo partnership in Austin does not guarantee future deployments. Wayve is going to power Nissan's next-generation ProPILOT technology starting in fiscal year 2027. The deal with Nissan validates Wayve's business model of licensing and raises the question of is Nuro next in line to secure a major OEM partnership? As the autonomy economy evolves, licensing autonomous driving systems is going to accelerate fragmentation, potentially benefitting both Uber and Lyft. In Austin, Waymo is available exclusively through Uber. While early signs point to success, it's far from guaranteed that the partnership will scale beyond Austin and Atlanta, especially as Waymo continues to expand on it's own with Waymo One.Episode Chapters0:00 Wayve Partners with Nissan 3:12 Autonomous Driving OEM Partnerships 5:24 Nuro Series E7:12 Autonomous Driving Partnerships Ecosystem 13:01 Could Tesla xAI Swap Assets?17:19 Zoox Expands Testing to LA18:27 Will Zoox Launch Commercial Service in 2025?20:25 Waymo Needs More OEM Partnerships 23:40 U.S. / China Policy 28:00 Europe / China Policy 31:19 Uber / Waymo Austin Data 36:49 Unforced Error of The Week38:52 Next WeekRecorded on Friday, April 11, 2025--------About The Road to AutonomyThe Road to Autonomy® is a leading source of data, insight and commentary on autonomous vehicles/trucks and the emerging autonomy economy™.Autonomy is transforming industries and creating an entirely new economy that we call the autonomy economy™. The Road to Autonomy provides advisory and market intelligence services that helps you better understand the market and stay ahead of what's coming next. To learn more, say hello (at) roadtoautonomy.com.Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/autonomy-economy/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Tanner Greer of Scholar's Stage and I try to make sense of Liberation Day, the intellectual underpinnings of Trump's team, and what it all means for the world. Tanner's report: https://www.fpri.org/article/2025/03/obscurity-by-design/ Outtro Music: Nobody but You Babe, Clarence Reid, 1969 https://www.youtube.com/watch?v=vCT7w2t8cyY 01:23 Geopolitical Implications of Trump's Management Style 35:02 Economic Vision and Industrial Renaissance 52:28 Economic Liberalism and Trump World 52:42 Industrial Policy Camps in Trump Administration 56:30 Laura Loomer and Trump World Geopolitics 01:04:04 Historical Parallels and Red Experts Problem 01:20:00 Taiwan Policy and Cultural Wars 01:29:40 China Policy and Trump's Tactical Approach Learn more about your ad choices. Visit megaphone.fm/adchoices
Tanner Greer of Scholar's Stage and I try to make sense of Liberation Day, the intellectual underpinnings of Trump's team, and what it all means for the world. Tanner's report: https://www.fpri.org/article/2025/03/obscurity-by-design/ Outtro Music: Nobody but You Babe, Clarence Reid, 1969 https://www.youtube.com/watch?v=vCT7w2t8cyY 01:23 Geopolitical Implications of Trump's Management Style 35:02 Economic Vision and Industrial Renaissance 52:28 Economic Liberalism and Trump World 52:42 Industrial Policy Camps in Trump Administration 56:30 Laura Loomer and Trump World Geopolitics 01:04:04 Historical Parallels and Red Experts Problem 01:20:00 Taiwan Policy and Cultural Wars 01:29:40 China Policy and Trump's Tactical Approach Learn more about your ad choices. Visit megaphone.fm/adchoices
Former New York Times Beijing bureau chief Jane Perlez will pay $1 million to whoever knows what President Trump will do when it comes to China. Ok, not really, but Jane says Trump's plans are hugely important, and anyone's guess. Jane is now a fellow at Harvard University's Kennedy School, and is the host of the podcast, Face-Off: The U.S. vs China. This week on Say More, Jane talks to The Boston Globe's editorial page editor Jim Dao about why China is so important to the U.S., and what she thinks might happen between the two super powers. Email us at saymore@globe.com. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
With so much of the focus in recent weeks on the Trump administration's policies toward Europe, where does that leave the broader trajectory of the U.S.-China relationship? Expert and former Biden administration official Rush Doshi sits down with Ravi Agrawal to discuss. Doshi is currently the C.V. Starr senior fellow for Asia studies and director of the China Strategy Initiative at the Council on Foreign Relations. Suggested reading (FP links are paywall-free): Rush Doshi: Long Game: China's Grand Strategy to Displace American Order Lili Pike: Trump's Europe Shock Creates an Opening for China Lili Pike: Did Biden Get China Right? James Crabtree: Trump Could Make China Great Again Learn more about your ad choices. Visit megaphone.fm/adchoices
The Cato Institute continues its series of insightful conversations with reporters and scholars tackling today's most pressing issues. This edition brings together Robert Delaney, the North American bureau chief for the South China Morning Post, and Cato Institute experts Eric Gomez and Clark Packard for a timely discussion on US-China relations, including the following:What signals is Donald Trump sending about his approach to China, and how should we interpret them?How does Trump's current rhetoric compare to his first term and the Biden administration's policies?What lies ahead for one of the most complex and consequential bilateral relationships in the world?Don't miss this opportunity to gain a deeper understanding of the shifts, continuities, and implications of US-China policy from some of the field's leading voices. Hosted on Acast. See acast.com/privacy for more information.
CNN could be in deep legal trouble as they face a major defamation case. Law professor Jonathan Turley explains the high stakes case and what it means for the future of media, journalism, and more. Plus: With the TikTok ban deadline approaching rapidly, Americans are flocking to the Chinese-owned app RedNote. China expert Arnaud Bertrand discusses how China is reacting to the influx of "TikTok" refugees. Finally, Arnaud Bertrand weighs in on what the Trump presidency could mean for China. --------------------- Watch full episodes on Rumble, streamed LIVE 7pm ET. Become part of our Locals community Follow Glenn: Twitter Instagram Follow System Update: Twitter Instagram TikTok Facebook LinkedIn Learn more about your ad choices. Visit megaphone.fm/adchoices
#PRC. The debate and China policy, Rebecca Grant, vice president of the Lexington Institute, @GordonGChang, Gatestone, Newsweek, The Hiil 1857 China
Danny and Derek speak with Jake Werner, acting director of the East Asia Program at the Quincy Institute, about his recent brief, “A Program for Progressive China Policy.” They define the current state of US policy toward China before exploring the background of US-China alignment starting in the neoliberal turn, the fundamental misconception of what's happening in China by American policymakers, and his progressive vision for the US's policy towards China regarding issues of the economy, military, human rights, and climate change.Further reading from Jake:* This report focusing in more detail on the bilateral US–China relationship* This analysis emphasizing the contrasting experience of Russia and China in the free market globalization era* An interview on a progressive vision for the global economyAlso, for this coming week, the House leadership is organizing a “China Week”, when they will try to pass some two dozen bills restricting and excluding China. Look out for an article on this from Jake in The Nation.Note: There also appears to be an issue with Substack's RSS, so we are running this on the main feed. Fear not: a double bonus is coming for paid subscribers soon. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.americanprestigepod.com/subscribe
This is a free preview of a paid episode. To hear more, visit www.americanprestigepod.comDanny and Derek speak with Jake Werner, acting director of the East Asia Program at the Quincy Institute, about his recent brief, “A Program for Progressive China Policy.” They define the current state of US policy toward China before exploring the background of US-China alignment starting in the neoliberal turn, the fundamental misconception of what's …
Danny and Derek speak with Jake Werner, acting director of the East Asia Program at the Quincy Institute, about his recent brief, “A Program for Progressive China Policy.” They define the current state of US policy toward China before exploring the background of US-China alignment starting in the neoliberal turn, the fundamental misconception of what's happening in China by American policymakers, and his progressive vision for the US's policy towards China regarding issues of the economy, military, human rights, and climate change. Further reading from Jake: This report focusing in more detail on the bilateral US–China relationship This analysis emphasizing the contrasting experience of Russia and China in the free market globalization era An interview on a progressive vision for the global economy Also, for this coming week, the House leadership is organizing a “China Week”, when they will try to pass some two dozen bills restricting and excluding China. Look out for an article on this from Jake in The Nation. Note: There also appears to be an issue with Substack's paid subscriber RSS, so we are running this on the main feed. Fear not: a double bonus is coming for paid subscribers soon.
Danny and Derek speak with Jake Werner, acting director of the East Asia Program at the Quincy Institute, about his recent brief, “A Program for Progressive China Policy.” They define the current state of US policy toward China before exploring the background of US-China alignment starting in the neoliberal turn, the fundamental misconception of what's happening in China by American policymakers, and his progressive vision for the US's policy towards China regarding issues of the economy, military, human rights, and climate change.Further reading from Jake:* This report focusing in more detail on the bilateral US–China relationship* This analysis emphasizing the contrasting experience of Russia and China in the free market globalization era* An interview on a progressive vision for the global economyAlso, for this coming week, the House leadership is organizing a “China Week”, when they will try to pass some two dozen bills restricting and excluding China. Look out for an article on this from Jake in The Nation.Note: There also appears to be an issue with Substack's paid subscriber RSS, so we are running this on the main feed. Fear not: a double bonus is coming for paid subscribers soon. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.americanprestigepod.com/subscribe
#PRC: What does Beijing make of the Harris-Walz ticket? Stephen Yates, chair of the America First Policy Institute's China Policy Initiative, @GordonGChang, Gatestone, Newsweek, The Hill https://www.washingtontimes.com/news/2024/aug/20/democrats-policy-platform-pitches-tough-but-smart-/ undated Shanghai
#TAIWAN: IOC permits bashing Taiwanese patriots. Stephen Yates, chair of the America First Policy Institute's China Policy Initiative,@GordonGChang, Gatestone, Newsweek, The Hills: https://www.nbcnews.com/news/world/flags-banned-taiwan-olympics-chinese-taipei-rcna165502 1950 Taiwan
#PRC: Taiwan and the presidential Election: Stephen Yates, chair of the America First Policy Institute's China Policy Initiative, @GordonGChang, Gatestone, Newsweek, The Hill: https://www.bloomberg.com/opinion/articles/2024-07-29/harris-won-t-dump-taiwan-that-s-why-china-likes-trump https://www.voanews.com/a/a-look-at-harris-views-on-u-s-policy-toward-china/7709060.html 1933 Wuhan
TAIWAN: Trump caveat. Stephen Yates, chair of the America First Policy Institute's China Policy Initiative, @GORDONGCHANG, GATESTONE, NEWSWEEK, THE HILL https://www.scmp.com/news/china/diplomacy/article/3270691/where-would-trumps-running-mate-jd-vance-stand-big-china-issues 1925 TAIWAN
#PRC: #TAIWAN: PROVOCATIONS. Stephen Yates, chair of the America First Policy Institute's China Policy Initiative, @GordonGChang, Gatestone, Newsweek, The Hill https://www.theguardian.com/world/article/2024/jul/02/taiwan-demands-beijing-returns-fishing-boat-seized-by-coastguard 1947 Taiwan
#TOKYO: TAIPEI: Preparing for conflict. Stephen Yates, chair of the America First Policy Institute's China Policy Initiative, on relations between Tokyo and Taipei. Yates just came back from Taiwan and Japan. @GordonGChang, Gatestone, Newsweek, The Hill https://www.msn.com/en-us/news/world/us-ambassador-urges-tokyo-to-help-replenish-us-missile-inventory/ar-BB1nXV35?ocid=BingNewsSearch 1905 Japan Diplomacy
#TAIWAN: Inauguration Day orivications. Stephen Yates, chair of the America First Policy Institute's China Policy Initiative. @GordonGChang, Gatestone, Newsweek, The Hill https://www.taiwannews.com.tw/news/5682675 https://www.voanews.com/a/china-ramps-up-pressure-on-taiwan-ahead-of-presidential-inauguration/7599365.html 1922 Taiwan
#TAIWAN: The new President Lai. Stephen Yates, chair of the America First Policy Institute's China Policy Initiative, @GordonGChang, Gatestone, Newsweek, The Hill https://www.taipeitimes.com/News/front/archives/2024/05/05/2003817390 1942 Taipei
Elbridge Colby is an American national security policy expert who served as Deputy Assistant Secretary of Defense for Strategy and Force Development from 2017 to 2018 during the Trump administration. Join Colby and Buck in a riveting analysis of the Biden Administration's China policy in this must-watch episode. Over the past year, tensions have been escalating in various global hotspots, including Europe, the Middle East, Israel, and the Taiwan Strait. Discover why Colby is raising the alarm about the U.S.'s readiness to face China and Russia's increasingly assertive military postures. Special guest, former Colonel Andrew Mil Verebery, dives deep into the complexities of Taiwan's geopolitical status, shedding light on China's potential use of ambiguity and misinformation. Will this strategy lead to a peaceful intervention, or is it a precursor to a more aggressive stance against the U.S.? Uncover the potential ramifications of China's actions in the upcoming 2024 US election cycle, and hear our experts' take on the volatile situation in Ukraine. With a potential military stalemate on the horizon, the political and military consequences could be profound. The speakers don't stop there; they delve into the broader implications of global instability, including the crises in Afghanistan and the Middle East, and the looming threat of a declining US dollar. Finally, brace yourself as Colby discusses the ominous nuclear threats emerging from the Korean Peninsula. With tensions mounting with North Korea, the call for vigilance and preparedness has never been more urgent. Tune in for a comprehensive and thought-provoking discussion that will leave you more informed and aware of the international chessboard. Subscribe, like, and comment to join the conversation and stay updated with the latest geopolitical insights and analysis.Follow Clay & Buck on YouTube: https://www.youtube.com/c/clayandbuckSee omnystudio.com/listener for privacy information.