Podcasts about Shenzhen

This week on Sinica: On my final two days in Shaxi in Yunnan, Chris Thomas and Stephanie Li, the hosts of the marvelous YouTube channel Chinese Cooking Demystified, joined me for some cooking and lots of chatting about food! We recorded this show together and focus our conversation on their heroic attempt at a taxonomy of different Chinese cuisines. We don't talk about all 63 that they identify, but we do get into their04:31 - Flavors of Yunnan 08:44 - On balancing between the “exotic” and “normal” China 11:53 - The origin story behind “Chinese Cooking Demystified”14:56 - The Breath of the Wok (Wok Hei, 鑊氣 / huo6 hei3)21:05 - A Comprehensive Taxonomy on Chinese Cuisine 32:25 - Correlations between dialects and cuisine 37:15 - Efforts behind the work39:09 - Promoting local specialties44:23 - Chinese identity and food trends52:30 - "Minority" cuisine in Yunnan01:00:52 - Yunnan cuisine and the Chinese hipster generation01:05:52 - Dali dish recommendationsRecommendations: Chris & Steph: Shunde Lao Baby, Pin Nuo, Lao DongbeiKaiser: Taking time off to do something you love!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Our series is proudly sponsored by AlphaSense.-Access expert analyst reports, perfectly summarised by Gen-AI with precision and no hallucinations. Support our productions by  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠booking your free trial ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠today.-Huawei didn't just build networks. It built the backbone of China's rise.From a scrappy startup in 1980s Shenzhen to a global tech titan, Huawei's climb has rattled the West, redrawn alliances, and redefined what a Chinese company can do.At the center is Ren Zhengfei. Ex-soldier, engineer, and survivor.He never planned to take on the world. But the world came for him anyway.Through sanctions, surveillance and accusations of espionage, Huawei always bounced back stronger.This is the story of Huawei — how one man's obsession with technology turned into a battle over power, politics, and the future of global tech.Episode 1: Master SwitchShenzhen, 1987. Ren Zhengfei starts Huawei with limited cash, no tech of his own, and everything to prove. To survive, he builds not just a product — but a system. A culture of hunger, obsession, and unrelenting speed.Episode 2: Cost of SpeedWhen the People's Liberation Army comes calling, Huawei gets its first big break. But with military contracts come new scrutiny, and Ren learns that loyalty has a price.Episode 3: Eyes of the StateHuawei's surveillance tech becomes essential at home — powering cities, borders, and entire regions. But abroad, it triggers alarm. As the company expands globally, critics warn it's not just watching — it's watching for China.Episode 4: Honour and GloryHuawei's mobile division takes aim at the global market — but the launch is rocky. Delays, bugs, and fierce competition threaten to sink it. Still, Ren doubles down, betting everything on the dream of a Chinese-made smartphone empire.Episode 5: Final ConnectionCut off, cornered, and branded a threat to national security, Huawei doesn't fold. It doubles down. Rewriting software, rebuilding chips, the world can no longer ignore them.-Want to showcase your brand to listeners with a combined net worth of over $1 billion and a network of 100,000+ employees and industry contacts? Drop us an email: sales@1upmediapodcast.com-We're looking to grow our team! Support our productions by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠buying us a coffee⁠⁠⁠⁠⁠⁠.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠-Want to meet the team? ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Follow me here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠!⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠-If you love the style of Empires, and want similar content, check out:

This week, we're airing a live conversation between Noah Smith and Sam D'Amico, founder and CEO of Impulse Labs, about how China's Electric Tech Stack and tightly integrated supply chains are fueling its lead in industries from EVs to robotics, while exploring solutions for revitalizing U.S. manufacturing. The conversation also covers regulatory challenges, the value of co-locating engineers and factories, and the role of advanced technologies in shaping global production. – SPONSORS: Carta Carta is offering up to 40% off a new Carta plan, including cap table management, QSBS Attestation, and Carta Total Compensation. This limited-time offer runs through the end of July at z.carta.com/econ102. NetSuite More than 42,000 businesses have already upgraded to NetSuite by Oracle, the #1 cloud financial system bringing accounting, financial management, inventory, HR, into ONE proven platform. Download the CFO's Guide to AI and Machine learning: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://netsuite.com/102⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Shopify Shopify is the world's leading e-commerce platform, offering a market-leading checkout system Shoppay and exclusive AI apps. Nobody does selling better than Shopify. Get a $1 per month trial at ⁠⁠⁠⁠⁠https://shopify.com/momentofzen⁠⁠⁠⁠⁠. AdQuick The easiest way to book out-of-home ads (like billboards, vehicle wraps, and airport displays) the same way you would order an Uber. Ready to get your brand the attention it deserves? Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://adquick.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ today to start reaching your customers in the real world. – SEND US YOUR Q's FOR NOAH TO ANSWER ON AIR: Econ102@Turpentine.co – FOLLOW ON X: @sdamico @noahpinion @eriktorenberg @turpentinemedia – RECOMMENDED IN THIS EPISODE: Noahpinion: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.noahpinion.blog/⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠ https://www.impulselabs.com/ – TAKEAWAYS: The "Electric Tech Stack" Revolution: Electric Tech Stack" - batteries, motors, power electronics, and chips. This stack is replacing traditional manufacturing across industries, turning everything from cars to military equipment into "fancy drones. Why America Struggles with Manufacturing: Engineers live in expensive NIMBY cities while factory workers live elsewhere, breaking the crucial feedback loop needed for hardware iteration. China's Advantages: Chinese companies expect to build 200-300 prototype units before shipping, with engineers working directly with factory workers. Policy Solutions: Every major US city needs its own "Shenzhen" - a nearby manufacturing hub where engineers can drive to factories in 2 hours. The Appliance Strategy: Sam's company Impulse is using battery-powered stoves as a trojan horse to rebuild America's electric tech stack manufacturing base. By creating domestic demand for these technologies outside EVs, they're building the supply chain that other companies can leverage. The Stakes: The conversation emphasizes that this isn't just about economics - it's about national security. When Ukraine's toy drones can destroy Russian bombers 4,000 kilometers away, mastering the electric tech stack becomes a matter of military survival.

*Hosted by Radu Palamariu*In this episode, we dive into one of the most consequential supply chain narratives of our time: how Apple became the single largest private contributor to China's tech rise. Patrick McGee, a longtime Financial Times reporter and author of Apple in China, joins me to unravel the $55B-a-year investments, the Foxconn partnership that transformed Shenzhen, and why Apple today is more than just a tech company, but also a geopolitical force. We explore themes of industrial statecraft, shareholder capitalism, and how Apple's operations shaped an entire nation's industrial future.Discover more details here.Follow us on:Instagram: http://bit.ly/2Wba8v7Twitter: http://bit.ly/2WeulzXLinkedin: http://bit.ly/2w9YSQXFacebook: http://bit.ly/2HtryLd

Shenzhen has secured its position as the leading city on the Chinese mainland in terms of foreign trade. Customs data shows the southern city's foreign trade reached nearly 2.2 trillion yuan, or over 300 billion U.S. dollars, in the first half of the year.

Our series is proudly sponsored by AlphaSense.-Access expert analyst reports, perfectly summarised by Gen-AI with precision and no hallucinations. Support our productions by  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠booking your free trial ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠today.-Huawei didn't just build networks. It built the backbone of China's rise.From a scrappy startup in 1980s Shenzhen to a global tech titan, Huawei's climb has rattled the West, redrawn alliances, and redefined what a Chinese company can do.At the center is Ren Zhengfei. Ex-soldier, engineer, and survivor.He never planned to take on the world. But the world came for him anyway.Through sanctions, surveillance and accusations of espionage, Huawei always bounced back stronger.This is the story of Huawei — how one man's obsession with technology turned into a battle over power, politics, and the future of global tech.Episode 1: Master SwitchShenzhen, 1987. Ren Zhengfei starts Huawei with limited cash, no tech of his own, and everything to prove. To survive, he builds not just a product — but a system. A culture of hunger, obsession, and unrelenting speed.Episode 2: Cost of SpeedWhen the People's Liberation Army comes calling, Huawei gets its first big break. But with military contracts come new scrutiny, and Ren learns that loyalty has a price.Episode 3: Eyes of the StateHuawei's surveillance tech becomes essential at home — powering cities, borders, and entire regions. But abroad, it triggers alarm. As the company expands globally, critics warn it's not just watching — it's watching for China.Episode 4: Honour and GloryHuawei's mobile division takes aim at the global market — but the launch is rocky. Delays, bugs, and fierce competition threaten to sink it. Still, Ren doubles down, betting everything on the dream of a Chinese-made smartphone empire.Episode 5: Final ConnectionCut off, cornered, and branded a threat to national security, Huawei doesn't fold. It doubles down. Rewriting software, rebuilding chips, the world can no longer ignore them.-Want to showcase your brand to listeners with a combined net worth of over $1 billion and a network of 100,000+ employees and industry contacts? Drop us an email: sales@1upmediapodcast.com-We're looking to grow our team! Support our productions by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠buying us a coffee⁠⁠⁠⁠⁠⁠.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠-Want to meet the team? ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Follow me here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠!⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠-If you love the style of Empires, and want similar content, check out:

Nvidia Returns to China's AI Market boosts China's access to powerful AI infrastructure despite previous restrictions. From Washington to Shenzhen, this decision is already rippling across tech and politics.Try AI Box: ⁠⁠https://aibox.ai/AI Chat YouTube Channel: https://www.youtube.com/@JaedenSchaferJoin my AI Hustle Community: https://www.skool.com/aihustle/about

Nvidia founder and CEO Jensen Huang expressed resounding confidence in China's technological development during a wide-ranging interview with China Daily in Beijing on Wednesday, highlighting the nation's distinctive advantages in artificial intelligence, advanced manufacturing and electric vehicle innovation. 周三，英伟达创始人兼首席执行官黄仁勋在北京接受《中国日报》的广泛采访时，对中国的科技发展表达了坚定信心，强调了中国在人工智能、高端制造和电动汽车创新领域的独特优势。Huang emphasized China's "unique strengths" driving technological advancement — world-class AI capabilities demonstrated by breakthroughs like DeepSeek's open-source reasoning model; exceptional expertise in mechatronics and electromechanical systems; and a massive manufacturing ecosystem enabling rapid robotics deployment. 黄仁勋强调，中国拥有推动技术进步的 “独特优势”：深度求索（DeepSeek）的开源推理模型等突破展现出世界级的人工智能能力；在机电一体化和机电系统方面拥有卓越专长；以及庞大的制造生态系统，能够实现机器人的快速部署。 These conditions are uniquely concentrated in China, making me incredibly optimistic about its robotics development trajectory. Nvidia has been coming to China for 30 years and China is the second-largest technology market in the world and it is also growing very quickly. So this is a very important market there's a lot of very dynamic and innovative customers. In China, we have very challenging, dynamic and very innovative customers and we want to be able to serve them and I will continue to do that," Huang said. 黄仁勋表示：“这些条件在中国独特地集中在一起，让我对中国机器人产业的发展轨迹感到无比乐观。英伟达进入中国已有 30 年，中国是全球第二大科技市场，且增长非常迅速。因此，这是一个极为重要的市场，有许多充满活力和创新精神的客户。在中国，我们面对的是极具挑战性、充满活力且极具创新力的客户，我们希望能够为他们提供服务，并将继续这样做。” The comments came as the senior executive paid his third visit to China this year, highlighting the importance of the Chinese market to Nvidia, which has become the first company in the world with a market cap of $4 trillion. Huang also attended the opening ceremony of the third China International Supply Chain Expo on Wednesday. 这番言论发表之际，这位高管正进行今年第三次中国之行，凸显了中国市场对英伟达的重要性 —— 英伟达已成为全球首家市值达 4 万亿美元的公司。黄仁勋周三还出席了第三届中国国际供应链博览会的开幕式。 "The electric vehicles in China are probably, in the last five years, the most surprising to the world in terms of the advancement. On purely technical styling, you know, objective basis, the cars are absolutely great," Huang said. 黄仁勋说：“过去五年，中国的电动汽车在技术进步方面可能是最令世界惊讶的。纯粹从技术设计来看，客观地说，这些汽车非常出色。” In a candid remark referencing the unavailability of Chinese EVs such as Xiaomi's cars in the US market, Huang said "That's our misfortune, not yours." 在谈及小米等中国电动汽车无法进入美国市场时，黄仁勋直言：“这是我们的不幸，而非你们的。” When addressing competition with Huawei in AI chips, Huang recognized the Shenzhen, Guangdong province-based firm as "a formidable technology company" with deep excellence in semiconductors and networking infrastructure. 在谈及与华为在人工智能芯片领域的竞争时，黄仁勋认可这家总部位于广东深圳的公司是 “一家令人敬畏的科技企业”，在半导体和网络基础设施方面拥有深厚的卓越实力。 Analyzing China's broader AI landscape, Huang outlined a three-tier ecosystem driving progress — foundational infrastructure including chips and systems; rapidly evolving AI models such as Alibaba's Qwen and Moonshot's Kimi; and hyper-competitive application development. 在分析中国整体人工智能格局时，黄仁勋概述了推动发展的三层生态系统：包括芯片和系统在内的基础架构；快速发展的人工智能模型（如阿里巴巴的通义千问和 moonshot AI 的 kimi）；以及竞争激烈的应用开发。 On Tuesday, Nvidia said it will resume sales of H20 chips to China, and it also announced a new, fully compliant GPU, or graphics processing unit, for the Chinese market. 周二，英伟达表示将恢复向中国销售 H20 芯片，并宣布为中国市场推出一款全新的、完全合规的图形处理器（GPU）。 Nvidia is filing applications to sell the H20 GPU to China again as the US government has assured the company that licenses will be granted, and that Nvidia hopes to start deliveries soon. 英伟达正提交向中国再次销售 H20 GPU 的申请，美国政府已向该公司保证会授予许可，英伟达希望能尽快开始供货。 Xiang Ligang, director-general of the Zhongguancun Modern Information Consumer Application Industry Technology Alliance, a telecom industry association, said the resumption of H20 chip sales was good news for both Nvidia and Chinese companies that seek to purchase such products. 电信行业协会 —— 中关村现代信息消费应用产业技术联盟理事长项立刚表示，恢复 H20 芯片销售对英伟达和有意购买此类产品的中国企业来说都是好消息。 "This is a win-win result," Xiang said, adding that China is the world's largest semiconductor market that companies ignore at their peril. 项立刚称：“这是一个双赢的结果。” 他还表示，中国是全球最大的半导体市场，企业忽视这一市场将自担风险。 The Chinese mainland consumes more than half of the world's semiconductors, which are then assembled into tech products and reexported or sold in the domestic market, said research firm Daxue Consulting. 调研公司大同学术咨询表示，中国内地消耗了全球一半以上的半导体，这些半导体经组装成科技产品后，或再出口，或在国内市场销售。 savvy /ˈsævi/ 智慧，见识 resounding /rɪˈzaʊndɪŋ/ 坚定的，强烈的 formidable /ˈfɔːmɪdəbl/ 令人敬畏的，难对付的 compliant /kəmˈplaɪənt/ 合规的，符合规定的

I'm in Shaxi, a wonderful little town in the Dali Bai Autonomous Prefecture, and I was joined here by the Columbia economic historian Adam Tooze, who shared his thoughts on what he sees happening on the ground in China. Adam's been in China for the last month and reflects on his experiences learning about the country — and even attempting the language!03:49 - The economic situation in China10:42 - Patterns of consumption in China14:38 - China's industrial policy and renewable energy 18:52 - China vs. the U.S. on renewables26:15 - China's economic engagement with the Global South33:13- Beijing's strategic shift and Europe's rethinking37:49- The recent European Parliament paper42:43 - Learning about China as an “Outsider” 51:31 - Adam's evolving views on China 59:30 - Paying it Forward01:01:07 - Recommendations Paying it Forward: Kyle Chan, Pekingology.Recommendations: Adam: Caught by the Tide, Jia Zhangke (movie).Kaiser: Empire of AI: Dreams and Nightmares in Sam Altman's OpenAI, Karen Hao (book), Vera, or Faith, Gary Shteyngart (book).See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Kia ora,Welcome to Wednesday's Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and this is the international edition from Interest.co.nz.And today we lead with news US inflation is rising and tariffs are getting the blame.But first, the overnight dairy auction brought prices +1.1% higher in USD terms, +3.6% higher in NZD terms. It was the first rise we have had in these full auctions since yearly May. This time, the expected +2.5% rise in SMP was matched by an unexpected rise of +1.7% in WMP prices. Butter prices were unchanged but cheddar cheese prices fell a sharpish -5.6%.In the US they got the expected rise in CPI inflation for June, up 2.7% when it was rising 2.4% in May. The Fed will have noticed that "core inflation" rose 2.9%. Food prices rose 3.0% and rents up 3.8%. The overall level was restrained by an -8.3% drop in petrol prices. As those year-ago petrol prices normalise in future months, they won't be restraining anything. Just in time for the pass-through of the tariff-taxes. An independent Fed will be concerned about the upwad trajectory.A Fed factory survey in the New York state recorded a rise in July, their first since February. But they are seeing input cost pressure picking up. However they also report it is easier to pass on those costs and seemed relieved about that.Canada also reported its June CPI inflation rate, coming in at 1.9%, up from 1.7% in May.India reported declining merchandise exports in June, in fact their lowest level of the year and almost -8% lower than year-ago levels. Imports fell too. But strong services exports (outsourcing services) balanced things out. In contrast to China, India's rise is domestically-driven, not foreign trade driven, making them somewhat insulated from the tariff-wars.China reported that its Q2-2025 economy expanded +5.2% in inflation-adjusted terms from Q2-2024. This was bang on what Beijing had set as a target, and what observers were expecting them to announce. Strong exports and consumer subsidies helped a lot.China said its retail sales were up +4.8% in June from a year ago, its industrial production up +6.8%. So that suggests they had the best of both worlds - rising industry and rising internal consumption. That they seem to have done this all with only a modest rise in electricity production (+1.7%) would be impressive if it was believable. They are almost certainly making big strides in energy efficiency but it is unlikely as reported. Despite these cred issues however, it is clear that the Chinese economy is not going backward.But even if they aren't as steep as they have been over any of the past 15 months, new house prices in China are still falling. Only 12 of the 70 largest cities had prices that held basically unchanged however. But for resales, none were in that category. The lure of housing speculation in China is but a distant memory. For most developers that is trouble. But pockets like in Shenzhen may be seeing a bit of a shine.In the EU, industrial production surprised with a good +3.4% gain in May, far better than expected and continuing the 2025 expansion. The gains were even stronger in the euro areaSo it will be no surprise to learn that German ZEW sentiment seems to be in full recovery mode; this data for July, so those industrial production gains have likely continued.In Australia, the Westpac/Melbourne Institute consumer sentiment survey showed a third consecutive rise in July, although a small one. Despite the surprise no-cut by the RBA recently, most consumers still expect interest rates to move lower from here. But they remain uncertain about the outlook for the overall economy and jobs. Housing-related sentiment dipped slightly but price expectations remained high.And staying in Australia, the RBA has reached the preliminary view that it would be in the public interest to remove surcharging on eftpos, Mastercard and Visa cards. They also want to lower the cap on interchange fees paid by businesses, and require card networks and large acquirers to publish the fees they charge. They are now in the 'consultation' phase, which will no doubt involve fierce pushback. Here the Commerce Commission has been looking at the same issues, and will report on the New Zealand changes they want to see, very soon.The UST 10yr yield is now at 4.49%, up +6 bps from yesterday at this time.The price of gold will start today at US$3,327/oz, down -US$22 from yesterday at this time.American oil prices are down -50 USc to US$66.50/bbl while the international Brent price is just over US$68.50/bbl.The Kiwi dollar is now at 59.4 USc and down -30 bps from this time yesterday. Against the Aussie we are unchanged at 91.3 AUc. Against the euro we are also unchanged at 51.3 euro cents. That all means our TWI-5 starts today at just under 67.4, and down -10 bps.The bitcoin price starts today at US$117,421 and down -2.0% from this time yesterday. And that takes it back below NZ$200,000. Volatility over the past 24 hours has been modest, still just on +/-1.9%.You can get more news affecting the economy in New Zealand from interest.co.nz.Kia ora. I'm David Chaston. And we will do this again tomorrow.

Huawei didn't just build networks. It built the backbone of China's rise.From a scrappy startup in 1980s Shenzhen to a global tech titan, Huawei's climb has rattled the West, redrawn alliances, and redefined what a Chinese company can do.At the center is Ren Zhengfei. Ex-soldier, engineer, and survivor.He never planned to take on the world. But the world came for him anyway.Through sanctions, surveillance and accusations of espionage, Huawei always bounced back stronger.This is the story of Huawei — how one man's obsession with technology turned into a battle over power, politics, and the future of global tech.Episode 1: Master SwitchShenzhen, 1987. Ren Zhengfei starts Huawei with limited cash, no tech of his own, and everything to prove. To survive, he builds not just a product — but a system. A culture of hunger, obsession, and unrelenting speed.Episode 2: Cost of SpeedWhen the People's Liberation Army comes calling, Huawei gets its first big break. But with military contracts come new scrutiny, and Ren learns that loyalty has a price.Episode 3: Eyes of the StateHuawei's surveillance tech becomes essential at home — powering cities, borders, and entire regions. But abroad, it triggers alarm. As the company expands globally, critics warn it's not just watching — it's watching for China.Episode 4: Honour and GloryHuawei's mobile division takes aim at the global market — but the launch is rocky. Delays, bugs, and fierce competition threaten to sink it. Still, Ren doubles down, betting everything on the dream of a Chinese-made smartphone empire.Episode 5: Final ConnectionCut off, cornered, and branded a threat to national security, Huawei doesn't fold. It doubles down. Rewriting software, rebuilding chips, the world can no longer ignore them.-Our series is proudly sponsored by AlphaSense.-Access expert analyst reports, perfectly summarised by Gen-AI with precision and no hallucinations. Support our productions by  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠booking your free trial ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠today.-Want to showcase your brand to listeners with a combined net worth of over $1 billion and a network of 100,000+ employees and industry contacts? Drop us an email: sales@1upmediapodcast.com-We're looking to grow our team! Support our productions by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠buying us a coffee⁠⁠⁠⁠⁠⁠.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠-Want to meet the team? ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Follow me here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠!⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠-If you love the style of Empires, and want similar content, check out:

The future of China-United States relations lies with young people, President Xi Jinping said in a recent reply to teachers and students of the US youth pickleball cultural exchange delegation from the US state of Maryland. In April, the delegation from public schools in Montgomery County, Maryland, visited China for pickleball exchanges as part of the initiative to invite 50,000 young Americans to China over a five-year span for exchange and study programs. The delegation later wrote a letter to Xi, thanking him for proposing the study and exchange initiative, which was first announced by Xi during his trip to the US in 2023.In the letter, the delegation members described their experiences during their visit to China and their participation in the pickleball exchange program. They said the trip enabled them to forge unforgettable friendships with their Chinese counterparts and that they hope to invite Chinese youths to visit the US.In his reply, Xi congratulated them on the success of their visit to China and said he is very happy to see pickleball become a new bond bridging the youths of China and the US. Xi said that he hopes the delegation members will become a new generation of ambassadors of friendship between the two nations and make greater contributions to enhancing the friendship between the two peoples.Pickleball, a rapidly growing sport in the US, is a hybrid of tennis, badminton and table tennis. From April 10 to 20, the delegation of 44 students and teachers from 13 schools in Montgomery County visited Shanghai, Shenzhen in Guangdong province, and Beijing, according to Xinhua News Agency. "Through pickleball, it is very easy to make friends. It's great for creating bonds that will last forever," Ryan Corkery, a student with the delegation, told Chinese reporters during the trip. "This journey has been amazing," he added. "We have tasted so many new foods, had so many new experiences, everything is just fantastic."Ian Harper, another student with the delegation, said: "It is awesome just seeing both how different everything here is and how much similar it is. I think both of those were really shocking to me. It has been just an incredible, life-changing, amazing, awesome experience."As part of his consistent support for China-US youth exchanges, President Xi and his wife, Peng Liyuan, replied on Jan 1 to a Chinese New Year greeting card from teachers and students of Lincoln High School in Tacoma, Washington, extending best wishes for the Year of the Dragon. Xie Feng, Chinese ambassador to the US, told a cultural event on Jan 11 that nearly 15,000 youths from all 50 US states and Washington, DC, had so far visited China under the initiative to invite 50,000 young Americans to China for exchanges. From Wednesday to July 18, Fu­zhou, the capital of Fujian province, and Beijing will provide venues for the Bond with Kuliang: 2025 China-US Youth Choir Festival — another major China-US youth exchange event. The event is expected to bring together outstanding choirs from China and the US, including over 500 young people from US states including Utah, Washington and California.

03 Jul 2025. CEO Ramesh Cidambi tells us how confectionery, especially 2.5 million bars of Dubai Chocolate helped fuel the surge. Plus, Emirates launches direct flights to Shenzhen, strengthening UAE–China ties. Dubai Eye’s Natasha Thomas reports from the inaugural flight. And Tabreed CEO Khalid Al Marzooqi joins us live to discuss the company’s latest acquisition: a full buyout of PAL Cooling.See omnystudio.com/listener for privacy information.

Host: Tracy Shuchart for MicDropMarketsThis spaces is brought to you by NinaTrader Live where you can find me every morning at 8AM ET to talk macro markets and at 2:30 PM ET to discuss the hot commodities of the day, streaming live on the NinjaTrader YouTube channel.Guests:Christopher Balding Chris is a leading expert on the Chinese economy and financial markets. His research focuses on Chinese corporations like Huawei and Chinese banks and covers topics from their ownership structure and intelligence-gathering activities to their financial statement disclosures.He spent nine years at the HSBC Business School of Peking University Graduate School in Shenzhen, China. Prof. Balding co-authored the groundbreaking paper “Who Owns Huawei?” which shed light on the Chinese regime's control of the multinational company.Tony NashTony Nash is the CEO and Founder of Complete Intelligence. Previously, Tony built and led the global research business for The Economist and the Asia consulting business for IHS (now part of S&P). He is a frequent public speaker and a contributor to leading global media (BBC, CNBC, Bloomberg, etc.) and has served as an advisor to governments and think tanks in Tokyo, Singapore, Beijing, Washington D.C. and others. Eric Smith Eric has a BS in Mechanical Engineering, and an MBA. 32 years in engineering and manufacturing. CEO of multi national manufacturing firms for last 20 years. Doing business in Europe since 1995 and in Asia since 1997. First visit to China in 2002, latest in 2025. Businesses include Joint Ventures (JVs) and Wholly Foreign-Owned Enterprises (WFOEs), in China in tier 1 auto with Revenues up to $1 billionDisclaimer: This material is presented solely for informational and entertainment purposes and is not to be construed as a recommendation, solicitation, or an offer to buy or sell / long or short any securities, commodities, or any related financial instruments. Please contact a licensed professional before making any investment or trading decisions

At this year's Summer Davos, Chinese premier Li Qiang says the country will continue to foster a first-class business environment. What does the message signal to international investors and multinational companies operating in China？How have foreign businesses in China responded to recent efforts to improve the business environment (00:45)?Shenzhen is in the spotlight for its deepening reform agenda. What can the city do to become a hub for artificial intelligence and aviation (21:02)?

This week on Sinica, in a show taped in early June in Washington, Kaiser chats with Tong Zhao (赵通) of the Carnegie Endowment for International Peace, a leading expert on Chinese nuclear doctrine, about why the PRC has, in recent years, significantly increased the size of its nuclear arsenal. Zhao offers a master class in the practice of strategic empathy.03:12 – China's nuclear doctrine: core principles06:56 – Xi Jinping's leadership and nuclear policy12:33 – Symbolism vs. strategy: Defensive or offensive buildup?16:55 – What's driving the nuclear expansion?28:33 – Trump's second term: Impact on China's strategic thinking34:34 – Nukes and Taiwan41:45 – Washington and Beijing nuclear doctrines perceptions48:04 - China's perspective on the Golden Dome program52:32 - China's Stance on North Korea's nuclear program 01:01:00 - Beijing's View on North Korean troops in UkrainePaying it forward: David Logan, at Tufts UniversityRecommendations:Tong: Yellowstone, TV series Kaiser: Gomorrah, TV series See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

As graduation season and summer vacation get underway in June and July, students are embarking on trips to domestic and overseas destinations with their peers, boosting the vibrancy of the tourism market, industry players found.随着毕业季和暑假的到来，学生们在六月和七月纷纷与同伴踏上前往国内外目的地的旅程，业内人士发现，这提振了旅游市场的活力。Theme parks, museums, cultural venues, internet-famous scenic spots, trendy business districts, as well as concerts, music festivals and other activities are all popular choices for students, and they have been increasingly pursuing personalized, flexible and new experiences.主题公园、博物馆、文化场馆、网红景点、时尚商业区，以及演唱会、音乐节等活动都是学生们的热门选择，他们也越来越追求个性化、灵活且新颖的体验。In June, the average airfare and hotel prices domestically are nearly 40 percent lower than those in July and August. For some high-school graduates and college students, their peak travel period starts after the National College Entrance Examination on June 10 and lasts until around July 10, said Qunar, a Beijing-based online travel agency.北京在线旅游机构去哪儿网表示，6 月国内机票和酒店均价较 7、8 月低近四成。对一些高中毕业生和大学生来说，他们的旅行高峰期从 6 月 10 日高考结束后开始，持续到 7 月 10 日左右。"Young consumers have become the main force in the cultural tourism market, boosting demand for more personalized and quality travel experiences. And more tourists are willing to explore domestic small towns and seek out some emotional satisfaction during their trips," said Dai Bin, president of the China Tourism Academy.中国旅游研究院院长戴斌表示：“年轻消费者已成为文旅市场的主力，推动了对更个性化、高质量旅游体验的需求。更多游客愿意探索国内小镇，并在旅途中寻求情感满足。”For graduation travel, being together is the most important factor for students. For young travelers aged between 22 and 25, their hotel booking volumes in June jumped 22 percent year-on-year. Among these, hotel bookings for multiple guests accounted for over 70 percent of the total, Qunar found.去哪儿网发现，对于毕业旅行，“同伴同行” 是学生们最重要的因素。22 至 25 岁的年轻旅行者 6 月酒店预订量同比增长 22%，其中多人入住的酒店预订占比超过 70%。In terms of hotel bookings, the top five most popular domestic destinations for graduation travel in June are Beijing; Shanghai; Nanjing, Jiangsu province; Guangzhou, Guangdong province; and Chengdu, Sichuan province. Hotel bookings in the Xinjiang Uygur autonomous region grew the fastest, Qunar found.去哪儿网发现，从酒店预订来看，6 月毕业旅行最热门的国内五大目的地是北京、上海、江苏南京、广东广州和四川成都。其中，新疆维吾尔自治区的酒店预订量增长最快。Meanwhile, since the beginning of this year, there has been a significant increase in tourist demand for niche and in-depth travel products, said Tuniu Corp, a Suzhou, Jiangsu-based online travel agency.与此同时，江苏苏州在线旅游机构途牛旅游网称，今年以来，游客对小众深度旅游产品的需求显著增加。"Going for traditional cultural elements, trips that can help avoid summer heat and seaside leisure trips are among sought-after choices for visitors who take journeys in summer," said Qi Chunguang, vice-president of Tuniu.途牛副总裁齐春光表示：“追求传统文化元素、避暑旅行和海滨休闲旅行是夏季游客的热门选择。”In addition, booking volumes of outbound travel orders by graduates and college students have surged this summer, thanks to multiple countries' favorable visa policies offered to Chinese visitors.此外，由于多个国家对中国游客推出了优惠签证政策，今年夏天毕业生和大学生的出境游订单量激增。"This summer, some niche and emerging overseas destinations have received increasing attention from Chinese tourists," Qi said.齐春光称：“今年夏天，一些小众和新兴的海外目的地越来越受到中国游客的关注。”In particular, bookings of travel packages to Belgium, Luxembourg, Zambia and Greece have more than doubled year-on-year. And the bookings of travel packages to destinations such as Georgia, Armenia and Azerbaijan have jumped significantly, Tuniu found.途牛发现，特别是比利时、卢森堡、赞比亚和希腊的跟团游预订量同比增长超过一倍，格鲁吉亚、亚美尼亚和阿塞拜疆等目的地的跟团游预订量也显著跃升。For hotel bookings, some top overseas destinations include Japan, South Korea, Thailand, Malaysia and Indonesia, and the popularity of the countries and regions involved in the Belt and Road Initiative has been growing the fastest. Chinese visitor bookings for travel products to Luxembourg, Kazakhstan, Montenegro, Georgia and Egypt have soared by more than tenfold over last year, Qunar found.去哪儿网发现，从酒店预订来看，日本、韩国、泰国、马来西亚和印度尼西亚等是热门海外目的地，“一带一路” 相关国家和地区的受欢迎程度增长最快。中国游客预订前往卢森堡、哈萨克斯坦、黑山、格鲁吉亚和埃及的旅游产品数量较去年激增十倍以上。In another development, the peak season for the domestic air travel market is approaching, and carriers have ramped up efforts to launch new flights or boost frequency on existing routes bound for popular tourist destinations.另一方面，国内航空旅行市场的旺季即将到来，航空公司已加大力度开通新航班或增加飞往热门旅游目的地的现有航线频次。Guangzhou-based China Southern Airlines plans to boost the frequency of flights connecting Beijing Daxing International Airport with Baishan Changbaishan Airport, Jilin province; and Altay Xuedu Airport, Xinjiang.总部位于广州的中国南方航空计划增加北京大兴国际机场至吉林长白山机场、新疆阿勒泰雪都机场的航班频次。The carrier said it will operate wide-body aircraft on popular routes such as those connecting Urumqi, Xinjiang with Guangzhou and Shenzhen of Guangdong province; Beijing; Shanghai; and Hangzhou, Zhejiang province, and the number of wide-body aircraft used is likely to reach a new high.该航空公司表示，将在新疆乌鲁木齐至广东广州、深圳，北京、上海、浙江杭州等热门航线上运营宽体机，宽体机使用数量可能达到新高。For international flights, it plans to launch new flights connecting Guangzhou with Almaty, Kazakhstan on Wednesday, and new routes connecting Guangzhou with Uzbekistan's capital Tashkent on June 30, as well as a new service linking Harbin, Heilongjiang province with Vladivostok, Russia on July 1.国际航班方面，其计划于周三开通广州至哈萨克斯坦阿拉木图的新航班，6 月 30 日开通广州至乌兹别克斯坦首都塔什干的新航线，7 月 1 日开通黑龙江哈尔滨至俄罗斯符拉迪沃斯托克的新航线。重点词汇graduation travel /ˌɡrædʒuˈeɪʃn ˈtrævəl/ 毕业旅行personalized experience /ˈpɜːrsənəlaɪzd ɪkˈspɪriəns/ 个性化体验outbound travel /ˌaʊtˈbaʊnd ˈtrævəl/ 出境旅游Belt and Road Initiative /belt ənd rəʊd ɪˈnɪʃətɪv/ “一带一路” 倡议

Meta has some new smartglasses. How long can the TikTok groundhog day go on? Masa Son wants to create a Shenzhen-like production city here in the US. Are your smart cameras a national security threat to the home front in a war? And, of course, the Weekend Longreads Suggestions.Sponsors:Factor75.com/rideLinks:Meta announces Oakley smart glasses (The Verge)Meta tried to buy Ilya Sutskever's $32 billion AI startup, but is now planning to hire its CEO (CNBC)Trump extends TikTok ban deadline for a third time, without clear legal basis (AP)Publishers facing existential threat from AI, Cloudflare CEO says (Axios)Masa Son Pitches $1 Trillion US AI Hub to TSMC, Trump Team (Bloomberg)Israeli Officials Warn Iran Is Hijacking Security Cameras to Spy (Bloomberg)Weekend Longreads Suggestions:Scientists once hoarded pre-nuclear steel; now we're hoarding pre-AI content (ArsTechnica)Why Everything in the Universe Turns More Complex (QuantaMagazine)See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In 2014, the writer Christopher Beam published a humorous, heartwarming story in The New Republic about an unlikely team of American football enthusiasts in Chongqing who went on to defeat their archrivals in Shanghai to win a championship. The piece was optioned by Sony Pictures, and had some big names attached, but was ultimately never made — not, at least, by an American studio. Eleven years later, Chris has written about a film that was made: Clash, produced by iQiyi, hit theaters in China earlier this year and followed the Chongqing Dockers in the same story arc, but with important and telling differences. His new story was published in The Atlantic, and he talks to me about the Dockers and the long, strange story of the film that wasn't and the one that was.03:50 – The Meaning of Chinese YOLO05:33 – Chris's First Meeting With the Chongqing Team13:11 – Chris McLaurin's Background15:54 – American Football as a Symbol of Masculinity19:50 – The Failed Hollywood Adaptation25:34 – First Impressions of the Film31:55 – Bridging Perspectives: Can a Movie Speak To Both Sides?36:42 – A Lost Moment in GlobalizationPaying it Forward: Viola ZhouRecommendations: Chris: Rejection by Tony Tulathimutte (short story collection)Kaiser: Becoming Led Zeppelin (documentary); the Beijing-based artist Michael Cherney.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Con un desempeño destacado frente a más de 4.264 estudiantes de América Latina, dos equipos de la Universidad del Cauca representaron a Colombia en la gran final global de la Huawei ICT Competition, celebrada en Shenzhen, China el pasado mes. Este resultado reafirma el potencial del talento digital colombiano en competencias de clase mundial.

① China to offer zero-tariff access to 53 African countries. (00:46)② China unveils guidelines to deepen reforms in Shenzhen. (24:38)③ Pentagon launches review of US-UK-Australia Aukus security alliance. (34:17)④ From China to the world – how Pop Mart turned Labubu into a $150,000USD sensation. (44:04)

In this episode of the JESB podcast, we focus on a landmark special issue: “Women as Economic Actors: New Sources, Theories, and Methods” (Vol. 10, No. 1, 2025). We begin the episode by exploring the editors' introductory essay, which outlines key historiographical and methodological interventions, emphasizing the role of new archival practices, oral histories, and cross-disciplinary approaches. From there, we touch on the rest of contributing articles: Women as Economic Actors: New Sources, Theories, and Methods Beatriz Rodríguez-Satizábal, Laura Milanes-Reyes, Paula De la Cruz-Fernández DOI: 10.1344/jesb.48176 From Dagongmei to Entrepreneurs: Unpacking the Emergence of Businesswomen in Shenzhen (1978–2000) Yuan Jia Zheng DOI: 10.1344/jesb.42747 Unveiling Entrepreneurial Identities: Perspectives from Women Entrepreneurs in the Global South Pathiranage Padmali Manesha Peiris DOI: 10.1344/jesb.42336 Mind the Gap: How Media in Colombia Shapes the Gender Divide Ana Pirela-Rios, Ana Tribin DOI: 10.1344/jesb.42338 From Eccentric to Professional: The Representation of Women Entrepreneurs in Business Magazines (Argentina, 1986–2010) Magdalena Garmendia DOI: 10.1344/jesb.42337 Presented by the editors Beatriz Rodríguez-Satizábal (Universidad del Pacífico), Laura M. Milanes-Reyes, and Paula de la Cruz-Fernández. ➡️ Explore the full issue here: http://revistes.ub.edu/index.p... Learn more about your ad choices. Visit megaphone.fm/adchoices

This week on Sinica, I chat with Stephen Platt, historian at UMass Amherst and author, most recently, of the book The Raider: The Untold Story of a Renegade Marine and the Birth of U.S. Special Forces in World War II. Like his previous works, Autumn in the Heavenly Kingdom and Imperial Twilight, it offers a compelling narrative history of an overlooked chapter through a deeply empathetic and well-researched examination of individual lives. Please make sure to listen to the excerpt from the audiobook at the end of this podcast.04:21 - Evans Carlson: A forgotten hero07:49 - The Real Carlson vs. the constructed Carlson10:04 - The book's origin12:20 - Carlson's ideological transformation16:50 - Carlson's religious beliefs and public perception20:04 - Emerson's influence on Carlson's thinking 23:46 - Inner conflicts: Soul-searching or regret?27:15 - Carlson's relationship with President Franklin D. Roosevelt30:39 - Gung Ho Meetings: meaning, practice, and legacy33:34 - Zhu De's influence on Carlson 40:28 - Carlson's relationships with Agnes Smedley and Edgar Snow47:49 - Hopes for U.S.-China alliance 51:57 - Carlson's death and his legacy 58:01 - Lessons from CarlsonPaying it Forward: Peter Thilly, Emily MokrosRecommendations: Stephen: 11.22.63 by Stephen King; Ted Chiang (author); Otoboke Beaver (band); Book of Mormon (musical)Kaiser: Wobbler (band); The Religion by Tim Willocks; Zappa (2020)See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

This week on Sinica, I chat with Jostein Hauge, political economist and an Assistant Professor in Development Studies at the University of Cambridge, based at the Centre of Development Studies and the Department of Politics and International Studies, and author of the book The Future of the Factory: How Megatrends are Changing Industrialization.3:09 – Self Introduction: Jostein Hauge4:23 – Anti-China Sentiment in Western Discourse7:40 – Misconceptions and Prevailing Narratives10:08 – Technological Transfer and the Political Economy12:18 – Historical Periods of Economic Rivalry 14:36 – Evolving Industrial Policy: From Japan's MITI to China and the U.S. today18:59 – China's Contemporary Industrial Policy: Quality or Quantity? 21:13 – China as a Rising Power: Is History Repeating?24:18 – The Sustainability of China's Industrial Policy 26:43 – China, Overcapacity, and Global Imbalances34:07 – Overcapacity: Economic Reality or Ideological Construct?36:04 – China's domination in the renewable energy market39:13 – China's greenhouse gas emissions43:17 – How China is reshaping the IP regime 48:14 – The U.S. national security stance and the trade war with China55:10 – Europe's approach to ChinaPaying it forward: Kyle Chan at High CapacityRecommendations:Jostein: The White Lotus (TV Series)Kaiser: The Raider: The Untold Story of a Renegade Marine and the Birth of U.S. Special Forces in World War II by Stephen R. PlattSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

This week on Sinica, I speak with Kendra Schaefer, the partner at Trivium China who heads their tech practice. She recently published a fascinating paper looking at the Cyberspace Administration of China's comprehensive database of generative AI tools released in China, and she shares the insights and big takeaways from her research on that database. It's a terrific window into what Chinese firms, both private and state-affiliated, are doing with generative AI.03:51 – Mandatory registration of generative AI Tools in China10:28 – How does the CAC categorize AI Tools?14:25 – State-affiliated vs. non-state-affiliated AI Tools18:55 – Capability and competition of China's AI Industry22:57 – Significance of Generative Algorithmic Tools (GAT) registration counts26:06 – The application of GATs in the education sector29:50 – The application of GATs in the healthcare Sector31:00 – Underrepresentation of AI tools in other sectors32:56 – Regional breakdown of AI innovation in China36:07 – AI adoption across sectors: how companies integrate AI40:21 – Standout projects by the Chinese Academy of Science (CAS)42:42 – How multinationals navigate China's tech regulations47:50 – Role of foreign players in China's AI strategy49:38 – Key takeaways from the AI development journey53:41 -– Blind spots in AI data57:25 – Kendra's future research directionPaying it Forward: Kenton Thibaut.Recommendations:Kendra: The Chinese Computer: A Global History of the Information Age by Thomas Mullaney.Kaiser: the Rhyming Chaos Podcast by Jeremy Goldkorn and Maria RepnikovaSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

As dragon boats swiftly navigated the narrow waterways of the Diejiao water town in Foshan, Guangdong province, the crowds were thrilled at the jaw-dropping maneuvers and fierce competition.当龙舟在广东佛山叠滘水乡狭窄的水道中飞速穿行时，观众为其令人叹为观止的操控和激烈的角逐兴奋不已。The traditional racing event attracted more than 2 million visitors to the town during the Dragon Boat Festival holiday.端午节假期期间，这项传统赛事吸引了超过200万游客前来参观。The Diejiao dragon boat race is an intangible cultural heritage in Foshan. The narrow and winding rivers there prompt the rowers to perform dramatic stunts and sudden stops during the race, earning it the nickname of the "fast and furious".叠滘龙舟赛是佛山市的非物质文化遗产。由于河道狭窄蜿蜒，赛艇运动员在比赛中需要做出各种惊险刺激的动作和急停，因此被称为“速度与激情”。For example, in the Dongsheng competition section, each team of nearly 40 members must navigate a 25-meter-long boat at a high speed through a 560-meter course consisting of six sharp turns.例如，在东胜赛区，每支近40人的队伍必须驾驶一艘25米长的龙舟，高速穿越560米长的、包含六个急弯的赛道。The roar of paddles was matched by the thunderous shouting and cheering of excited spectators. Among the visitors was a 27-year-old marketing manager from Shenzhen, surnamed Zhu.桨声震耳欲聋，现场观众的欢呼声也如雷鸣般震耳欲聋。来自深圳、27岁的市场经理朱先生也在观赛人群之中。"It was my first time seeing a dragon boat race up close, especially the thrilling bend sprints unique to Diejiao," he said. "The atmosphere was marvelous and unbelievable, and crowds packed the riverbanks and even rooftops."“这是我第一次近距离观看龙舟比赛，尤其是叠滘独有的惊险刺激的弯道冲刺，”他说。“现场气氛精彩绝伦，令人难以置信，河岸甚至屋顶都挤满了人。”"From incense rituals and firecrackers to dragon boat races and lively food stalls, the village was alive with tradition," he said.“从上香仪式、鞭炮声，到龙舟竞渡和热闹的小吃摊，整个村庄都洋溢着传统气息，”他说。During the Dragon Boat Festival holiday, from Saturday to Monday, Foshan received over 2 million visitors, marking a 46.11 percent year-on-year increase, said the local government.当地政府表示，端午节假期（周六至周一），佛山接待游客超过200万人次，同比增长46.11%。Tourism revenue is estimated to have surged to 1.015 billion yuan ($141 million) during the three-day holiday, up 49.26 percent year-on-year, it added on Monday.周一，佛山市政府补充道，预计三天假期旅游收入将飙升至10.15亿元人民币（1.41亿美元），同比增长49.26%。The competition in Foshan will last until June 15, and top teams from across Guangdong and those from other cities such as Hong Kong and Macao will be invited to participate.佛山的比赛将持续到6月15日，届时将邀请来自广东省各地以及香港、澳门等其他城市的顶尖队伍参赛。Dragon Boat Festival is a traditional holiday honoring Qu Yuan, one of ancient China's greatest patriotic poets, and is marked nationwide by thrilling dragon boat races.端午节是纪念中国古代最伟大的爱国诗人屈原的传统节日，全国各地都会举行精彩纷呈的龙舟比赛。Data from travel services provider Qunar showed that, as of Monday, searches containing keywords like "dragon boat" and "zongzi" more than doubled compared with the previous month, and bookings for destinations offering folk culture experiences rose more than 40 percent.旅游服务提供商去哪儿网的数据显示，截至周一，“龙舟”和“粽子”等关键词的搜索量环比增长了一倍多，预订提供民俗文化体验的目的地的数量增长了40%以上。In recent years, more areas have expanded their festivities by blending the races with local culture and tourism, creating richer and more immersive experiences for visitors and boosting the local economy.近年来，越来越多的地区将龙舟比赛与当地文化和旅游相结合，拓展了节日庆祝活动，为游客创造了更丰富、更沉浸式的体验，促进了当地经济发展。In Haikou, Hainan province, about 40 teams, including those from Malaysia, Singapore and the Philippines, competed in international dragon boat racing from Saturday to Sunday, attracting over 219,000 visitors, Haikou Daily reported.据《海口日报》报道，海南省海口市在周六至周日举办国际龙舟邀请赛，约有40支队伍参赛，包括来自马来西亚、新加坡、菲律宾的代表队，共吸引游客超过21.9万人次。In Fujian province, Fangzhuang village, one of China's largest wood dragon boat manufacturing hubs, received over 200 orders for dragon boats this year, setting a record.在福建省，作为中国最大的木制龙舟制造中心之一，方庄村今年接到了超过200艘龙舟的订单，创下了历史新高。Fang Jianwei, a dragon boat craftsman, said they have received orders from Fujian, Guangdong and Jiangxi provinces. There were also overseas orders, including those from the United States and Japan.龙舟工匠方剑伟表示，他们接到了来自福建、广东和江西等地的订单，也包括来自美国和日本的海外订单。Dragon boat traditions go beyond southern China. This year, northern-style racing returned to the Beijing-Hangzhou Grand Canal in Cangzhou, Hebei province, after nearly 200 years.龙舟传统远不仅限于中国南方。今年，北方风格的龙舟赛事时隔近200年，重返河北沧州的京杭大运河。"The race highlights not just speed, but also skill and creativity," said Zhang Ge, deputy general manager of Cangzhou Grand Canal Development Group, adding that the city plans to turn dragon boat shows into a regular tourism product, integrating cultural, social and economic benefits to boost Cangzhou's cultural tourism appeal.“龙舟赛事不仅注重速度，更注重技巧和创意。”沧州大运河发展集团副总经理张阁说道。他还表示，沧州计划将龙舟表演打造成常态化旅游产品，集文化效益、社会效益和经济效益于一体，提升沧州的文化旅游吸引力。intangible cultural heritage非物质文化遗产maneuver/məˈnuːvər/n.精巧动作；策略；演习v.熟练地移动；操纵immersive/ɪˈmɜːrsɪv/adj.身临其境的；沉浸式的patriotic/ˌpeɪtriˈɒtɪk/adj.爱国的

Jeremy Goldkorn joins for this largely unedited throwback to the early, sweary days of the show. We talk about the announcement made on Wednesday, 28 May 2025, on the "aggressive" revocation of Chinese student visas for students with Party "connections" or who study "critical fields." You've been warned!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

We have a new winner for the Best EV Hub in the World and it is Shell Recharge in Shenzhen China! We talked with Chuan Hu, Shell's VP Mobility and Convenience China and Elaine Kanak, Vontier's CMO, about the winning site and worldwide EV growth. We're looking forward to our visit to Shenzhen this September, where we'll dive into the city's remarkable embrace of ‘new energy' vehicles, now accounting for more than 60% of all cars on the road in China's third-largest metropolis. Read more and see a video about the Shell Recharge winning site in Shenzhen: https://www.globalconveniencestorefocus.co.uk/best/entries-25/shell-recharge-shenzhen-china Many thanks to the sponsors of the Best EV Hub in the World 2025 competition, Vontier and Visa. These global companies are vital in supporting our industry through the mobility transition. With special guests: Chuan Hu, VP Mobility and Convenience China, Shell and Elaine Kanak, Chief Marketing Officer, Vontier Hosted by: Carolyn Schnare and Dan Munford

①Sanxingdui-themed train links ancient culture, natural wonder in SW China's Sichuan②Shanghai's Egyptian exhibition receives record number of visitors③Aerial tourism the modern "journey to the west"④Shenzhen cross-border travelers top 100 mln amid tourism boom, visa-free surge⑤China's Yunnan sees blooming flower export

A bonus episode this week. On May 22, I moderated a panel organized by Vita Golod and the UNC Center for Slavic, Eurasian, and East European Studies. The focus was on the U.S.-Ukraine Mineral Security Partnership, and it features Ivan Us, Chief Consultant at the Center for Foreign Policy at the National Institute for Strategic Studies; Jim Mullinax, a Senior Foreign Service Officer and former Consul General at the U.S. Consulate in Chengdu (closed in 2020); Grzegorz Stec, Senior Analyst and Head of the Brussels Office at MERICS; and Xu Qinduo, journalist at CGTN and Senior Fellow at the Pangoal Institution. The panel explores the background and the implications of the minerals deal, signed on May 1, 2025, for the ongoing war in Ukraine, and prospects for post-war reconstruction. I hope you enjoy what I thought was a fascinating conversation.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Huawei Ireland has launched the 2025 edition of its flagship talent programme 'Seeds for the Future', which is open to students in third-level education or above. Seeds for the Future is Huawei's globally recognised Corporate Social Responsibility (CSR) flagship programme. This programme seeks to develop local talent, share knowledge, increase ICT sector awareness and enthusiasm, and foster digital community building. This year, the programme will take place in Shenzhen, China, for five days (September 1-5), where students will visit Huawei headquarters and take a variety of courses covering the latest innovations in smart cities, artificial intelligence, cloud computing, 5G, and the Internet of Things. As well as technical knowledge, students develop soft skills like cultural awareness, time management and collaboration. The students from the Irish university selected for this year's programme will each be awarded a €1,000 bursary. To apply for the programme, students should upload their CV, a transcript of their academic records, and a cover letter of 400-600 words and/or a three-minute personal video reflecting on their objectives to participate to this the link. Students can also find further information about the programme through the Seeds for the Future official website (https://www.huawei.com/minisite/seeds-for-the-future/index.html ). The deadline for submissions is June 30. If you have any questions, please do not hesitate to contact seedsireland@huawei.com. Announcing the 2025 Seeds for the Future Programme, Luke McDonnell, Head of PR, Huawei Ireland, said: "Huawei is committed to creating value for the communities in which we operate. The programmes in which we are involved - Seeds for the Future - demonstrate our commitment to nurturing and developing today's students to think about the future of our society. We continue to invest in Ireland's future ICT workforce, and we see this student opportunity as another way to help these students to enhance their capabilities as they continue their studies in STEM subjects." In the 2024 edition of Seeds for the Future project, Team Anaphero from Ireland won European Region Champion and secured Global TOP 3 among more than 150 teams across the globe. Team Anaphero also won the People's Selection Award, reflecting the widespread appeal and importance of their project. For more details go to: Huawei - Seeds for The Future - PROGRAMME

This week on Sinica, I chat with Eva Dou, technology reporter for the Washington Post, about her terrific new book about Huawei. From its prehistory to its fight for its life under tremendous U.S. pressure, she tells its story in a way that's both deeply engaging and very evenhanded. 04:53 – Meng Wanzhou's case and its impact on media interest in Huawei07:13 – How did Ren Zhengfei's experiences in the PLA shape the corporate culture of Huawei?10:21 – The impact of his father on Ren Zhengfei 13:42 – Women in Huawei's leadership and Sun Yafang as a chairwoman 18:41 – Is Huawei a tool of the state?23:21 – Edward Snowden's revelations and how they influenced the perception of Huawei 26:34 – The Cisco lawsuit influence on the company's approach to foreign markets 28:07 – Reasons for Huawei working with embargoed or sanctioned states30:46 – Huawei's international expansion 33:04 – Huawei's management style and internal competition 36:33 – Meng Wenzhou's detainment as a turning point for Huawei and China-U.S. relations38:09 – Ren Zhengfei's media campaign and narrative shift after the Meng affair40:44 – Huawei's involvement in Xinjiang's surveillance 43:09 – Huawei's success in shaping 5G standards despite global pushback46:27 – The “Huawei index”: tracking Chinese investment abroad through Huawei's market presence48:35 – Huawei's push into chip development amid sanctions: real progress or just hype?52:23 – Huawei: a proxy, a leading or lagging indicator, or just a bellwether?54:11 – Huawei's “too big to fail” status: benefits and risks amid U.S. government pressure56:29 – Huawei's perspective on the backlash from sanctions58:19 – Concluding question: about Huawei's ownership and governancePaying it forward: Raffaele Huang at The Wall Street JournalRecommendations: Eva: The Party's Interests Come First by Joseph Torigian; Yang Jie at The Wall Street Journal; Piranesi by Susanna ClarkeKaiser: Adolescence on Netflix; Kyle Chan's high-capacity.com See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The Sinica Network proudly presents a new podcast: China Talking Points, featuring Kaiser Kuo (host of the Sinica Podcast), Eric Olander (host of the China-Global South Podcast and China In Africa Podcast) and Andrew Polk, co-founder of Trivium China and host of its podcast. We'll be joined regularly by Lizzi Lee, Fellow on Chinese Economy at the Asia Society Policy Institute's (ASPI) Center for China Analysis. Tune in live every other week for unscripted thoughts on the major China-related news of the week.This week, we focused on the truce in the trade war that Donald Trump launched with the so-called "Liberation Day" tariffs of April 9. U.S. Treasury Secretary Scott Bessent and U.S. Trade Representative Jamieson Greer met with top Chinese trade negotiator He Lifeng and his team in Geneva over the weekend, and we look at what came out of those meetings and what we can expect to happen next. We also discussed the dogfight that took place between India and Pakistan last week, in which the Pakistani air force claims to have downed as many as five Indian planes, significant for China because the Pakistani planes were Chinese-made J10-C fighters. Eric, who wrote about the Chinese reaction to this and offered his take on the reasons for their success, managed to incur a lot of online Indian wrath — an occupational hazard — but presents a compelling case for why the fully integrated Chinese military systems gave Pakistan the edge.Watch us live on YouTube starting May 28th. Check out the new Sinica Network YouTube channel here!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

I had scheduled a show to record while I was in Providence last week, but it fell through and had to be rescheduled, so please give this talk I delivered at Carnegie Mellon last month a listen!Hope you enjoy.KaiserSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

We're halfway through the Italian Open in Rome, and there's been no shortage of drama in the final clay Masters event in the build up to the French Open in Paris. Joel and Chris are on hand at Tennis Weekly HQ to talk all about the return of the World Number 1 Jannik Sinner from suspension including the player and fan reaction. Carlos Alcaraz is also back, if a little under the radar after missing Madrid, but has got the pair pondering could we be in for another Sinner-Alcaraz ding dong? And if not, when?On the WTA side, It's been another bumpy ride though on the clay for Iga Swiatek who suffered a early loss to Danielle Collins which put the chance of defending her Roland Garros title further into doubt whilst Coco Gauff proved why she could be the biggest threat to Aryna Sabalenka in Paris with a classy win over Emma Raducanu to make the quarterfinals.Outside of Rome, Novak Djokovic grabbed headlines with a wildcard entry into Geneva whilst his PTPA player union scored a legal win over the ATP. Plus, the Billie Jean King Cup Finals draw in Shenzhen is out as Great Britain were handed Japan - but who will be the British Number 1 leading the charge when September rolls around? We also break down what we're looking forward as Week 2 in Rome gets underway and Joel is in the hot seat with nowhere to run in a solo edition of Par for The Courts.Roland-Garros Hospitality with Sports, Travel and Hospitality GroupTo guarantee the best seats in the house with ticket-inclusive official hospitality, visit https://bit.ly/4j6RYBzSOCIALSFollow us on Twitter, Instagram, TikTok and YouTube, plus email the show tennisweeklypod@gmail.com.MERCHPurchase Tennis Weekly Merch through our Etsy store including limited edition designs by Krippa Design where all proceeds go towards the podcast so we can keep doing what we do!REVIEWS***Please take a moment to rate and review the show on Apple Podcasts, Spotify or wherever you get your pods. It really means a lot to us at HQ and helps make it easier for new listeners to discover us. Thanks!*** Hosted on Acast. See acast.com/privacy for more information.

SOSV: Deep Tech Before It Was CoolSOSV wasn't always a billion-dollar fund—it began as a scrappy experiment. Ten years ago, the team was writing $50K checks. Today, it's a global operation with $1.5B under management, backing 60+ new startups annually and running two specialized programs:HAX for hard tech (robotics, industrial, mobility)IndieBio for biotech, food, health, and sustainabilityTheir formula? Hands-on acceleration + deep labs + strategic follow-on capital.“We're not just investors—we're builders. We have scientists and engineers on staff to help startups go from prototype to product faster.”The Global Deep Tech PlaybookBen's career spans Asia (Japan, Korea, China), Silicon Valley, and Europe. While SOSV is a US-based fund, its hard tech accelerator HAX was originally launched in Shenzhen and has since relocated to Newark, NJ. Its biotech program IndieBio began in San Francisco and later expanded to New York City. Today, ~50% of SOSV's portfolio is US-based, with the rest spread across Europe, Asia (notably Singapore), and LATAM.The Vertical Thesis: Climate, Health & IndustrialSOSV focuses on:Climate Tech: From Neptune Robotics cleaning ship hulls to AI-powered food formulationHealth Tech: With over 100 investments, including 20+ in women's healthBiomanufacturing: Startups using biology to produce materials, pharma, food, and solvents sustainablyMatchmaking at Scale: Building Events That Actually WorkFrustrated with event inefficiencies, Ben built his own internal toolset—combining spreadsheets, Python scripts, and LLMs—to run high-efficiency online matchmaking events. These have drawn thousands of VCs and startups, focusing on niche verticals like:BiomanufacturingWomen's HealthClimate Tech (with over 1500 participants and 800 investors)“If it takes me more than an hour to do a repetitive task, I'll just build a tool to automate it.”And yes—SOSV has invested in eight startups discovered through these very matchmaking events.Investing Beyond the ObviousSOSV is known for spotting winners in categories others overlook. Their portfolio spans everything from plant-based AI-designed food (NotCo) to microbe-based mining. As Ben puts it:“We're not afraid to invest in the things that don't have a category yet.”Why Founders Should Get on StageBen spoke at over 300 events—but not for ego. As a self-described "trained shy person," it was a way to build visibility without cold outreach. For founders, the lesson is the same:“It takes three signals to make a tiger. If people hear about you on stage, in media, and from someone they trust—they believe.”In other words, visibility builds credibility.Learn MoreSOSV – Early-stage investor in deep tech and biotechHello Tomorrow – Global Summit for science and deep tech innovation Be sure to follow Sesamers on Instagram, LinkedIn, and X for more cool stories from the people we catch during the best Tech events!

In this edition of Between Two Nerds Tom Uren and The Grugq examine whether the US should steal intellectual property from Chinese companies. This episode is also available on Youtube. Show notes Stewart Baker's Lawfare article Bunny Huang's 'Essential Guide to Electronics in Shenzhen' BTN44 on the rights and wrongs of intellectual property theft Corelight sponsor interview with James Pope

This week on Sinica, I chat with veteran Wall Street Journal reporter Bob Davis, who has covered the U.S.-China relationship for decades. He recently published a new book called Broken Engagement, which consists of interviews with U.S. policymakers who were instrumental in shaping American policy toward China from the George H.W. Bush administration through the Biden administration. It's an eye-opening look at the individuals who fought for — and against — engagement with China.2:58 – Bob's thoughts on engagement: whether it was doomed from the start, when and why there was a shift, people's different aspirations for it and retrospective positioning, and whether it could have a transformative effect 13:28 – The Nancy Pelosi interview: her approach, her Taiwan visit, and her critique of capitulation to business interests17:18 – Bob's interviews with Charlene Barshefsky, Lawrence Summers, and Bob Zoellick: the WTO accession, the China shock, Zoellick's “responsible stakeholder” concept, and diplomacy as an ongoing process 27:24 – The Robert Gates interview: security-focused engagement, and his shift to realism 31:14 – Misreading Xi Jinping34:42 – Bob's interviews with Stephen Hadley and Ash Carter regarding the South China Sea 39:19 – The Matt Pottinger interview: his view on China and how COVID changed everything 46:14 – Michael Rogers' interview: cyber espionage and cyber policy 51:25 – Robert O'Brien's interview: the “reverse Kissinger” and Taiwan 54:14 – Bob's interview with Kurt Campbell: his famous Foreign Affairs essay, differentiating between decoupling and de-risking, and technology export restrictions and trade deals 59:28 – The Rahm Emanuel interview: his response to wolf warrior diplomacy1:01:57 – Bob's takeaways: the long-term vision of engagement, introspective interviewees, and his own increased pessimism Paying It Forward: Lingling Wei at The Wall Street Journal; Eva Dou at The Washington Post and her book House of Huawei: The Secret History of China's Most Powerful Company; and Katrina Northrop at The Washington Post Recommendations: Bob: The TV series Derry Girls (2018-2022) and Curb Your Enthusiasm (2000-2024); and Margaret O'Farrell's novels, including Hamnet and The Marriage Portrait Kaiser: The BBC and Masterpiece series Wolf Hall: The Mirror and the Light See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The 16:9 PODCAST IS SPONSORED BY SCREENFEED – DIGITAL SIGNAGE CONTENT If you go to big outdoor sports events, concerts in parks or even political rallies, there's a reasonable chance that what's happening is going to be relayed on a portable LED display that was wheeled into place by   trailer. My local footy team uses one and it is old and looks terrible. But that's not the norm, and certainly not for a Des Moines, Iowa company that is very specifically in the business of making and selling great-looking and bulletproof on-the-go LED trailers. Insane Impact has been at it for eight years and now has almost 500 units operating, mostly but not only in the United States. The flagship product is 17 feet wide by 10 feet tall, using 4mm LED and pushing as much as 7,500 nits. It's been designed to roll into place and be up and running in 10 minutes or less - even if a doofus like me was told to get it lit up. I had a really good chat with Tod Puetz, who started the company after first being a user, when he was in the golf equipment business. In this podcast, we get into a lot of things - including how he had the foresight to get ahead of the tariffs turmoil and pre-ordered enough electronics and hardware to hopefully ride out these uncertain months. We also talk about use-cases and probably the most curious application to date - drive-in funerals when COVID was raging. Subscribe from wherever you pick up new podcasts. TRANSCRIPT Tod, thank you for joining me. Can you tell me what Insane Impact does, where you're based, those kinds of nuts and bolts questions?  Tod Puetz: Yeah, appreciate it Dave. Insane Impact, primarily focused on LED as a business, but we are an audio video integration company based out of Des Moines, Iowa.  Des Moines. So you're in flyover country? Tod Puetz: Absolutely.  It's actually very handy there because you're like two hours away from the East Coast and two hours away from the West coast, right?  Tod Puetz: It really is. Just in proximity here in the central part of the US, where our corporate office and warehouse location is about 65 seconds from the airport Des Moines International, so very easy to get in. All the major interstate throwaways between I-29 North and South and I-35 North and South, and then I-80 West. We're pretty much within minutes of getting anywhere we need to go east, west, north, or south.  Nice. How long has the company been around?  Tod Puetz: We started up in 2015, flipped the switch basically late December, 2015 and have been going rock and roll. So we're coming up on our 10 year anniversary here in December.  You are a founder?  Tod Puetz: I am, yeah. Founder and CEO.  So what compelled you to do this? What did you see in the marketplace that said, okay, this is what I should do?  Tod Puetz: Yeah, really the CliffNotes version, my former life was in the golf business. I was a manufacturer sales rep for TaylorMade Golf, and I was introduced to a gentleman here locally in Des Moines that had an older video truck and basically saw an opportunity to utilize that as a sales tool to help me sell more golf clubs.  So we took this video truck out on the driving range here locally in Des Moines, hooked it up to the launch monitor and, gosh, that was almost 18 years ago. Back then it was a big deal. Not a lot of people in your run of the mill average daily golfer really ever had an op opportunity to do that. They'd seen it on tour. But we brought the bigs out to the little team here in some of these country clubs, and again, larger than life. They were able to see their stats up on the screen and really fell in love with the technology back then, and were able to utilize that for a number of years after that initial introduction. What was it back then? What was the technology back then, early LED?  Tod Puetz: It was an SMD, It was an early 8x8 millimeter SMD back then. I refer to it as antiquated, but back then, it was pretty fresh and new. But yeah, just the idea of being able to drive this thing up to the driving range, the wings folded open on this thing and, within minutes we're plug and play and just really, fell in love with that concept. ,  Yeah. So did you buy the business from him or just get something going on your own? Tod Puetz: Did not. We utilized them. It was a kind of a one man show there. It was more of a hobby for individuals, and they used it for four or five years. But they weren't interested in scaling this thing. As my career with TaylorMade progressed more and more, I ended up working with other companies, just trying to understand the LED business. So I branched out and helped a few other smaller LED niche companies to try to generate some business in the sports space. We just had a lot of relationships with the golf business and yeah, really just took the concept and I knew there was a different mouse trap here with that type of opportunity to scale it, that's where we started things in late 2015. So the idea is just at its bare essentials, and I think most people understand this anyways, but just in case, is you've got a foldable all in one LED display that's on a trailer and your customers are rolling it out to different locations, whether they're entertainment events, sports events or something else, and finding power, plugging it in, open it, and driving a signal to it, and you've got a big display where it needs to be for three days or three weeks or whatever it is, right?  Tod Puetz: Yeah, absolutely. By no means, does Insane Impact claim to be the inventor of mobile LED. Obviously, that has been one man for a very long time. Our business, Insane Impact, started up on the rental side. We designed, fabricated and engineered a handful of units, just to service what we thought was gonna be a Midwest boutique rental business and very quickly became a national presence. And what we found was that the same people were renting products two, three and four times a year, and really, our thought process was, why don't we just own one of these things, and we can use it 365 days a year, if we want? And again, there were already customers out there, there were common trucks that were selling trailers, but it wasn't popular and we really started working back in 2016 to develop a plan where if you own the product, we can certainly start to feed your business as well, you can be part of our rental network and that's really what kind of, put the fuel on the fire. Each year, more and more units in the field, more and more customers from parks and municipalities, armed forces, college, university, all of the usual suspects out there that use these things on a regular basis, really became the traction for rapid growth in this endeavor.  So your company, it's an interesting kind of mashup of different competencies, so to speak, in that if you are manufacturing rolling stock with lots of heavy-duty metals and wheels and everything else, that's one thing. And then at the polar opposite, you've got fairly sensitive electronics. So you're doing both sides of that, right?  Tod Puetz: Yeah, absolutely. We take a fully engineered and manufactured trailer. These trailers weigh anywhere from 3,500 pounds on our smallest unit up to 18,000 pounds on a triple axle gooseneck. And they've got real high end LEDs permanently. We've approached it a little bit differently. We're putting a fixed product on it. So something that's used to and withstands the elements pretty much anywhere, including the road, and then obviously everything else on the unit is fully protected from shock, from absorption of weather. Everything's IP67 through the components side of things, and IP65 on the trailer, fully powder coated system.  So we've really built, tried, and tested a product that's gonna last and withstand the elements going up and down the road at 75 miles an hour in any extreme environment.  I'm guessing that you, in your early years, had some lessons, whether they were hard ones or whatever.  Tod Puetz: Yeah, absolutely. It wouldn't be any fun if we didn't. Our first major lesson that we learned, Dave and I think this is really what sets us apart is that we did the hang and bang modular cabinets on our product for the first, probably two and a half years and we learned the lesson real quick that those just aren't designed to withstand the long-lasting road and weather, wear and tear. At the time, that's what everybody was using it and that's kind of where we were at. It took a lot of headaches, blood and sweat, for those first two years to figure out what product really made sense. For the last four and a half years, we've really been rock and rolling on a specific product, chassis, and stuff that just really outperformed, in a big way. So that was a very painful lesson because you're a year into this thing, and you've got issues, and those are hard to come by as a startup, but we were able to weather the storm and find what really worked for us and I think that really separate us from most right now is we just, we're putting some of the best products out there on the market on these trailers. And you not only have to make it bulletproof, but I suspect you have to do it down like crazy, because this can not be something that takes 45 minutes and has a checklist, like launching a rocket or something. It's gotta roll into place and find power and open the hinges, lock them down, and get a signal in, right? Tod Puetz: Yeah, you nailed it. I think one of the things as we built this thing out, Dave, is that the single most important part was customer focus and customer friendly, and I will tell you that you yourself, or even my 18-year-old daughter, can get this thing up and running in less than 10 minutes. We pride ourselves on delivering a turnkey functional unit to our flagship product, which is our Max 1710. You can pull in, and it'll take you longer to unhook it than it will to turn it on and set it up in some respects. We offer a generator-powered option or a battery-powered option. We've got a fully self-sustained, lithium-ion pack that is performing at an incredible level right now, which we're really excited about.  So we worked with a major organization probably about 18 months ago, in the Armed Forces space, and we worked with them to design a fully self-sustainable battery pack solution and were really excited about that. We can talk about that a little bit more here, but at the end of the day, our electronics cabinet is an IP67 rated rack that basically opens it up, and as you know, with everything, we run Nova Star. So everything is just a straight playback video. So just hit the breakers, hit the power switch, and you're off and running. So we really did wanna make this thing turnkey. They come fully self-sustained with audio as well. We wanted to make sure that anybody and everybody could operate this thing very quickly.  Is there a media playout box in there, or do you use an external feed and then just plug it into an HDMI or whatever it may be? Tod Puetz: Plenty of different options. Most often our customers, like your Park and Rec municipality, the people that are using this thing to play movies and stuff, they're just streaming it off the laptop. But we got an IO box that they can drop in, SDI, fiber, anything else if you're running or whatever it might be. But yeah, anybody can bring us any signal within, within a minute, and we're up and running. So really trying to get in that turnkey facet of this thing to make sure that we're in a good spot.  Okay, so you're sourcing the trailer from a third-party manufacturer as opposed to bending metal and doing all that yourself and you're sourcing the electronics, and you're basically doing final assembly, right?  Tod Puetz: Correct. Yep.  Doing it the other way would be very complicated.  Tod Petz: We did that when we first started this little venture, we hired engineers, we bought the welders, we were buying cut parts and building them ourselves, and we realized very quickly that in a 4,000 square foot facility that when this thing takes up, it'd be impossible to keep up. So we were very fortunate to find a local vendor that was in the trailer business already but they took a liking to what we were doing, and it really has just been a wonderful partnership and relationship with them. They build a fantastic product, best-in-class warranty around it, and it's really the fit and the finish from premium laser cut, premium powder coat finishes, all the details that are there, and certainly, we work with some of the best engineers out there in the marketplace to create the best product so really exciting to have that partnership. On the LED side and the electronics side, we're taking the trailer and we're taking the electronics and we're putting the fit and finish on it and making it function and delivering a finished product.  I assume you have some sort of a contract manufacturer or a finished goods supplier in, whether it's China, Taiwan, or somewhere else you're sourcing from. Tod Puetz: On the electronic side, yeah, we do. So we actually just made an announcement here yesterday. We are partnered with DVS (Dynamic Visual Solutions). We've been working with them for almost six years now.  Obviously, Chinese based, but we got in touch with the owner and the CEO of the US business almost six years ago and kind of started to understand what it meant for us and what it meant for them to be a partner and really have our hands on the technology, help them with some of the design elements that we needed within the product to make sure that it was gonna pass the buck and make sure that it lasted and, almost six years later. But, yeah, we just had a nice press release announcing the partnership. We got a huge opportunity with them with the craziness that's going on out there in the space. But great company, wonderful products, best-in-class warranties, and we've had the ability to shape what that product needs to be on our trailers.  I suspect that was a bit of a journey too, finding the right supplier because we've all heard the stories about different companies who make a lot of promises, but what shows up isn't what you thought you were getting. Tod Puetz: Yeah, it was. So we had gone through probably three to five different manufacturers, three to four at least prior to getting with DVS and it's very painful on that side of it because you are dealing with somebody over in China, and sleepless nights and figuring stuff out and a startup and all of the fun things that happen around that. When we were able to locate, DVS was based out of Florida. They really just took a liking to what we were doing and threw all the chips on the table and said, we've got a great modular rental business going, but we're really intrigued about this mobile solution. How can we help? And we really started to dig cautiously optimistic out of the gate because there are thousands of people out there trying to get the business in some respects.  Could we go to one of the major five or six? Yeah, we certainly could have, but we felt like there was a little bit more of an intimate approach to this. We were a newer company. We took our time getting into what we really wanted, and we felt like we had a little more leverage working with a decent-sized company. And with somebody who's got an office in Florida as opposed to Shenzhen or Beijing. Tod Puetz: Correct.  I don't want to get too deep into what's going on right now, but how are you navigating the tariff situation right now?  Tod Puetz: Yeah, that's the million dollar question and in some cases, multi millions. When I started this company, Dave, I had two stances that I wanted to live by. One, I was gonna over-index on our employees and make sure that we had the right people in the right seats, and take very good care of them. The other one that came later on, probably after we had established and it was I'm never gonna run out of products. I just know that if we have products, we'll sell them.  So after those first three, four years, we put ourselves in a position where we've rubber stamped our products, we know who we're selling to, we know what our core markets are, and we've got the right people in the right seats and I just knew that if I would run out of product, then I just make sure that we are collectively chasing the business. That's a really hard thing to do. But fortunately, we've got the right vendors to do this with.  So back in November, after the current administration was elected or they won the nomination, knowing that this discussion of tariffs was on the horizon, we took a very calculated and risky approach, but we went out and bought a slew of equipment. So we bought basically upwards of almost a year of supply in LEDs out front. We went to our trailer manufacturer. They bought a year's worth of supply of our top three SKUs and hedged the bet with us. So we're in a little different position than most, again, there are a lot of people out there who probably did the same thing. I'm not the only one out there who took that risk, but we did take the risk, and it's certainly paying off. That kind of gets you an idea of where we're at and how we've run our business. We just don't wanna run out of products. So fast forward to today in reality, I think there's a blinking that's happening, there's a stance, and this isn't a political statement by any means. This is just our gut feeling on this is, I feel like it's gotta loosen up a little bit here. It can only go so hard and so fast. But we've been able to weather the tariff storm, internally at Insane, impacted by some of the stuff we did on the front end. We have not been significantly impacted by LEDs. If we're to place orders today on LEDs. Honestly, it's been fairly minimal in the impact. We're seeing some of the expensive shipping surcharges that are happening. But I think there's just buying power that's come with some of the things that we've done with our manufacturer to keep them rocking and rolling, that have helped us mitigate a little bit of this. But you're not like some of these companies where they're wringing their hands, okay, in order to get something out of a container in Long Beach, California, I need to write a check for an extra million dollars that I had not anticipated.  Tod Puetz: Yeah, we're not dealing with that. I think where this thing's really impacted, the hundreds of, I'm just gonna call them mom and pop manufacturers over there, whether they're manufacturers or just the days of them just shipping, 12x7s into the States by air is probably coming to an end or they're pricing themselves out of the market a little bit. Either that or they just don't care. But I think a lot of this is the consolidation in the short-term impact that we've seen in real life. The long-term impact, in my opinion, is gonna weed some of them out, and then obviously you've got all the Chinese entity companies, the larger players in the game that are having to come to market with distribution here in the US, where it impacts us the most. So they're adding additional layers of cost and it's really gonna open the door from what we're seeing, it's gonna open the door for us to other markets by virtue of that since we're already and established US distributor. When you first got in touch, I didn't know that much about you and thought, you're a rental company, but I was intrigued that, sure, you do rentals, but really, you're a manufacturer and you're selling to companies who are more regional rental companies. That's accurate, correct?  Tod Puetz: Yeah, it's interesting. So we've really got three business units, Dave. But we started off as a rental company with a primary focus on the mobile solution. We did have modular hanging bangs as well that we took care of some specific customers, but when we kinda uncovered the opportunity, evolved is a great word into the more offside of the business selling video trailers, that opened up a whole other segment of opportunity for us to then really start to take a look at the fixed install stuff.  Our three business units are really, primarily led by the mobile video solution on the trailers, and other new innovative products coming. Now, by the way, we do the marquees and the scoreboards and the highway signs, the airport conference room takeover stuff. We do all of that as well, and oh, by the way, customers that have video trailers, they become part of our cross-rental network. So this nucleus business unit feeds that we have, one feeds the other and that feeds another. It's really that we create a really cool situation here that allows us to have return business from our customers in all of those different facets. Because if you can't afford it, you can rent it. If you rent it too many times, then you can afford to buy it, and oh, by the way, we can replace your scoreboard or we can replace your, your, your classroom or your theater, modular wall, whatever it might be.  We do all three of them, and we do, we feel like we do them pretty well, and again, we're very lucky to have those three business units that fill the pipeline on a regular basis.  Is there a rule of thumb as to that point where, okay, we can rent this five times a year and that makes financial sense, but there's a certain break point where it makes more sense just to buy it? Tod Puetz: Yeah, that's a wonderful question because it really comes down to there's such a tremendous education process. Again, up until maybe, really when we started, at least here in the US, there was nobody else that was mass producing or really proactively selling to the end customer, and when we started doing that, we were very fortunate just to have some relationships where they actually saw the light. “Oh, this makes sense.”  Yeah, it's a high school or a college, and they're using it for their game day stuff. But what's been more fun for me in this company is to see just the evolution of the education that's had that's happened. Going to a city administrator and telling them, hey, it's not just the three movie nights a year, it's all of your chamber events. It's the community support events, it's the fundraiser stuff. So when they start to understand the use case of these items, these trailers, and that they can turn and burn and have these things up and running, whether it's just mass notification, you've got storms coming, or just any and all of those things.  Once they understand the full use case of applications that these products can offer, then the light comes on, and then it becomes a much easier conversation for them to take to the stakeholders and say, alright, we really need this. Here are all the reasons why. So our sales team is incredibly focused on the educational side of the business on how this can impact the community, campus, etc.  I realize you have a number of different sizes and everything else, but, for your primary selling unit, what would that cost?  And if I wanted to rent it for a weekend, if I'm in Ames, Iowa, what would that cost to rent it for a weekend?  Tod Puetz: Yeah, great question. So our flagship product is our Max 1710. So 17 wide, 10 foot tall, 3.9 millimeters on their turnkey generator operation, delivery, and tech. To rent that thing for a day, in this market, it does vary a little bit based on coast to coast. You get a three-day festival and you're spending $7,500 to 8,000 bucks for a screen that's operated that comes turnkey, that has power if needed. That's gonna turn the lights on and be reliable. So that's a pretty good snapshot of what we offer from a rate card on that specific product. If somebody wants to buy it, I'm gonna say turnkey trailer screen electronics, generator, audio. If you want the Mac Daddy package delivered to your doorstep, you're in that $150-160k range, which is gonna get you, 10-year parts, five-year labor on LED screen warranty, five-year parts, five-year labor on the trailer warranty, and then obviously an electronics warranty. So you're really protecting the investment there, Dave.  We're not the most expensive in the marketplace. We're definitely not the least. We feel like we're in a really good slot, and I think our adoption within the marketplace probably supports that. But that gives you a quick snapshot of where we're at from the pricing structure. So if you're a company that's on the rental side of it, you could see an ROI in a year if you're in a busy market.  Tod Puetz: Absolutely. Yeah. I think, 1710, and this doesn't factor in your cogs, your travel, your truck, your tech, etc. Sure. But if you get 20 to 25 really strong rental events within your market on a single day's use, you're right there certainly, being able to pay it back.  And it goes back to that education process. When we sell a customer a unit, we don't guarantee them any business, in terms of what we can bring to them from the cross-rental network. We're very forthright about that. But what does happen is if you're a proven, vetted, rental partner out there in the marketplace, you can bet, you're gonna get some help with monetizing this thing. That's the unique part about this business relationship with our customers on the trailer side is: we're gonna help you guys monetize the unit over time.  I have season tickets to the local Canadian Premier League soccer team that does very well here. They pull 6,500 people to games, but it's at a somewhat temporary stadium, and they have an LED display, it looks like maybe a 17x10 on a truck.  I severely doubt it's yours because it's a piece of crap. It's not very bright, it's not very crisp or anything, but it's something, so I gather that this can be all over the map in terms of what you rent. If you're an end user, you have to pay attention to the specs.  Tod Puetz: Absolutely. We prided ourselves on being the leader when it comes to what products are out there on mobile products, in and of itself. But it really comes down to the screen at the end of the day. I guess we will probably take it a step further. We do take a lot of pride in the physical trailer itself, the metal that this thing rides on, because that's as important to me as it's the LED.  But at the end of the day, having something that you can put up in direct sunlight and have the most quality, crisp image, is what we've over-indexed on that in a good way. So what we come to market with is a 7500 nit, 3.9 product, competitively in the marketplace. 3.9 from our core competitors are in that 4500-5500 nit and it just overpowers everything.  So again, if you're rolling up to the game for a little pre-game watch party, you're gonna get the best viewing experience possible, with some of the product. But we do pay a lot of attention to the spec, the physical components, the quality, and that's very close to our chest, so we don't take that for granted. So you're doing lots of sports and entertainment events, probably some corporate events. I'm curious, what's the most unusual one that you're aware of?  Tod Puetz: It was interesting. You look at Covid and the impact that it had on the industry, and all of these companies out there that have stages and rigging and modular and everything else, they took a little bit of a bath at the onset of Covid, and really, what allowed us to squeeze in and continue to, I would say, entertain, but take care of customers that had to continue to engage, whether it was employees or crowds or whatever.  So we did everything. But this leads up to your question, doing drive-in funerals was probably one of the most unique things that we've done. They couldn't get into the churches, so we were pulling up to large parking lots and they were streaming the funeral from inside the church out to the streets. It was really wild, but I bet we did anywhere from 50 to 60 funerals in late 2020 and in early 2021 until the restrictions relaxed a little bit. So we had funeral homes. We probably have three or four customers that actually own these, as a result of Covid, and they continue to use them for different settings in the church and funeral space. That would be the one that comes to mind, honestly, is that kind of the most bizarre one that you never really think about? Yeah.  How many units do you have out there, roughly?  Tod Puetz: Yeah, so we shipped the first unit in January of 2017 to a gasoline company in Texas. By the end of this month, the end of April, we delivered right around 495 units into the marketplace all around the US. We've got some army bases and navy bases over in Japan. We've got a handful of units over in Europe, a good chunk over in Hawaii, obviously I know that's US, but largely, 95 to 97% of what we've got is here in the lower 48. We do have a few up in your neck of the woods as well, but, yeah, we've been very to lead the charge there as it relates to the go to product in the marketplace. Super interesting. If people wanna know more, they just find you at insaneimpact.com?  Tod Puetz: Yeah, InsaneImpact.com. They can learn a little bit more about everything we do, but it's an exciting time for us. I know there's a little bit of uncertainty and doom and gloom, but we're just keeping our heads down. We've got customers that want the product. They may want it, but how do we get them to realize that they need the product to continue to advance their business, regardless of the sector, and I think if they get in touch with our folks, we're putting ourselves in a good spot to provide really good information and provide a great solid starting base for our conversation. I'm impressed with the advanced planning that you did. I don't have a lot of sympathy for people who were sitting around this week and saying, I didn't see that coming.  Tod Puetz: Head on a swivel constantly, there's no question.  Alright, Todd, thanks very much for taking the time.  Tod Puetz: Dave, I appreciate you. Take care now!

This week on Sinica, I chat with SCMP Senior Europe Correspondent Finbarr Bermingham, who joins from Brussels where he's been covering the EU-China relationship in fantastic depth and with great insight.3:17 – EU-China relations in early 2025: the effect of the 2021 sanctions, who advocated for engagement versus confrontation with China, and the importance of the Comprehensive Agreement on Investment (CAI)13:49 – How Brussels initially reacted to the rupture in the transatlantic alliance 17:14 – China's so-called charm offensive 21:03 – The idea of de-risking from Washington 23:10 – The impact of the Oval Office meeting with Zelensky 24:55 – Europe's dual-track approach with China and shift toward pragmatism 29:35 – National interests versus EU unity regarding Chinese investment, and whether Brussels could extract concessions 35:20 – Brussels' worry over Trump cutting a deal with China 38:06 – Possible signs of China's flexibility on different issues40:25 – The lifting of the sanctions on European parliamentarians 42:21 – The decrease in calls for values-based diplomacy, and whether securitization is happening in Europe47:05 – How the EU might address tensions over China's industrial overcapacity 50:17 – The possible future of EU-China relations, and whether the transatlantic relationship could go back to normal55:50 – The knee-jerk element of looking past EuropePaying It Forward: Ji Siqi at SCMP, Cissy Zhou at Nikkei, and Kinling Lo and Viola Zhou at Rest of WorldRecommendations:Finbarr: The Stakeknife podcast series; Say Nothing: A True Story of Murder and Memory in Northern Ireland by Patrick Radden Keefe; and the 20th anniversary edition of Wilco's album, A Ghost Is Born Kaiser: The Ottomans: Khans, Caesars, and Caliphs by Marc David Baer See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Send us a textShort Summary: The flaws of nutrition epidemiology with Dr. John SpeakmanAbout the guest: John Speakman, PhD is a professor at the University of Aberdeen and runs a lab in Shenzhen, China, focusing on energy balance, obesity, and aging. Note: Podcast episodes are fully available to paid subscribers on the M&M Substack and everyone on YouTube. Partial versions are available elsewhere. Transcript and other information on Substack.Episode Summary: Dr. John Speakman explores the pitfalls of nutrition epidemiology, a field that links diet to health outcomes like cancer and obesity but often produces contradictory results. They discuss flawed methods like 24-hour recalls and food frequency questionnaires, which rely on memory and are prone to bias, and introduce Speakman's new tool using doubly labeled water to screen implausible dietary data. The conversation highlights systematic biases, such as under-reporting by heavier individuals, and emerging technologies like photo diaries and AI for better dietary tracking.Key Takeaways:Nutrition epidemiology studies often contradict each other due to unreliable methods.Common techniques like 24-hour recalls & food frequency questionnaires suffer from memory issues, portion size issues, and systematic biases, often underestimating food intake.Heavier individuals (higher BMI) under-report food intake more, skewing associations between diet & obesity.Speakman's tool, based on 6,500 doubly labeled water measurements, predicts energy expenditure to flag implausible dietary survey data.Emerging technologies, like smartphone photo diaries and AI food identification, promise more accurate dietary tracking than traditional surveys.Randomized controlled trials, not surveys, provide the most reliable dietary insights; single-day intake surveys linked to outcomes years later are dubious.Speakman advises ignoring most nutrition epidemiology headlines due to their inconsistency and lack of prognostic value for behavior change.Related episode:Support the showAll episodes, show notes, transcripts, etc. at the M&M Substack Affiliates: Lumen device to optimize your metabolism for weight loss or athletic performance. Use code MIND for 10% off. Readwise: Organize and share what you read. Athletic Greens: Comprehensive & convenient daily nutrition. Free 1-year supply of vitamin D with purchase. KetoCitra—Ketone body BHB + potassium, calcium & magnesium, formulated with kidney health in mind. Use code MIND20 for 20% off any subscription. MASA Chips—delicious tortilla chips made from organic corn and grass-fed beef tallow. No seed oils or artificial ingredients. Use code MIND for 20% off. For all the ways you can support my efforts

This week on Sinica, in a show recorded at the University of Pittsburgh, I speak with Benno Weiner, Associate Professor of History at Carnegie Mellon University, about how China's policy toward its minority nationalities (or minzu) have shifted from their older, Soviet-inspired form to the policies of assimilation we now see.2:29 – How the so-called second-generation minzu policy evolved, and its shift away from the first-generation policy17:15 – China's language policy, comparisons to other historical cases, and the difficulty in striking a balance between language autonomy and the state interest of economic equality25:26 – Debating the assumption of Uyghur forced labor 28:20 – How the minzu policy shift is driven by economic and political stability concerns 30:07 – The limited ability of minzus to make themselves heard32:01 – The difficulty of advocacy in the face of accusations of U.S. hypocrisy 37:30 – Han guilt as a galvanizing idea 40:21 – Whether the shift in minzu policy is reversible, and the effect of external pressure 43:46 – Why Xinjiang has received greater global attention than other places 45:50 – How future historians may view minzu policy under Xi JinpingPaying It Forward: Guldana Salimjan, at the University of Toronto Recommendations:Benno: The Red Wind Howls by Tsering Döndrup, translated by Christopher PeacockKaiser: The Six: The Untold Story of the Titanic's Chinese Survivors by Steven SchwankertSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Gold Pullback in Focus Gold surged to $3,500 before a sharp pullback to $3,321. Simon breaks down what caused the spike — including comments from Trump about Powell and rate cuts. Weekly chart shows potential kangaroo tail reversal — possible zone to watch: $2,800–$3,000. Gold | Weekly | 23 April 2025 Trump, Powell & IMF Forecast Downgrades Trump critiques Powell and Fed policy while possibly setting up a scapegoat. IMF cuts global growth forecasts from 3.2% to 2.8%. South Africa's expected GDP is now at 1% — far below Treasury's 1.9% target. Rare Earths: Not So Rare, Still Strategic China's dominance in rare earths: 69% production, 90% processing. Simon looks at the VanEck Rare Earth/Strategic Metals ETF (REMX) as a thematic play. Pros & cons of investing in rare earths — not fully sold on the ETF himself. Flashback: 5 Years Since Negative Oil Remember April 2020? Oil went negative (-$40.32)! Breakdown of why it happened (physical settlement, lack of storage). One of the wildest moments in market history. 21 April 2020 | WTO goes negative New Battery Tech from China's CATL Sodium-ion batteries could rival lithium: cheaper, safer, fast-charging. CATL is profitable and pays a dividend, but listed in Shenzhen, making access tricky. Aspen's R2 Billion Hit Brief mention of Aspen's contract dispute and loss. Lack of transparency continues to damage trust in management. Simon Brown * I hold ungeared positions. All charts by KoyFin | Get 10% off your order    

The world's two largest powers are closer than ever to a full economic break. Why neither the United States nor China want to blink, and what it will take for China to survive the trade war.Read more: A week after President Donald Trump's “Liberation Day” tariffs roiled global markets, his administration put China in its crosshairs, with a 145 percent levy on Chinese imports. China countered by raising tariffs on all U.S. goods to at least 125 percent and by publicly casting the United States as an irresponsible global power. Today on “Post Reports,” The Post's China bureau chief, Lily Kuo, joins guest host Chris Velazco to explain how the trade relationship between the two countries got so hostile, how China plans to weather the storm, and how the rest of the world might feel the consequences of this game of chicken. And China correspondent Christian Shepherd brings us to an e-commerce expo in Shenzhen, China, where sellers are pledging to find a way through the tariffs. Today's show was produced by Rennie Svirnovskiy and Elana Gordon. It was mixed by Sam Bair and edited by Reena Flores. Thanks to Anna Fifield. Subscribe to The Washington Post here.

This week on the Sinica Podcast, I chat with Yawei Liu, Senior Advisor for China at the Carter Center in Atlanta, Georgia, and Yukon Huang, former China country head of the World Bank and now Senior Fellow at the Carnegie Endowment for International Peace. The show was taped live at the 2025 Columbia China Summit at Columbia University, put on by the Columbia University Greater China Society, on April 13,. Special thanks to them for inviting us to attend!3:53 – Columbia University's history with China 7:52 – How Beijing views the current trade war 11:32 – Yawei's idea of “the clash of misperceptions”18:18 – The actual origins of America's trade deficits and China's trade surpluses 23:14 – How the inevitable talk between Trump and Xi Jinping may play out32:04 – Sinophobia versus changing attitudes toward China 35:43 – How the current trade war is related to innovation in China 45:31 – How we can wage peace Paying It Forward: Nicholas Zeller and his Substack newsletter, The U.S.-China Perception MonitorRecommendations:Yawei: Americans in China: Encounters with the People's Republic ed. by Terry Lautz, and Chinese Encounters with America: Journeys That Shaped the Future of China ed. by Terry Lautz and Deborah DavisYukon: David Brooks' April 2022 article, “The End of Globalization: The Dominance of Global Cultural Wars” Kaiser: The Weimar Years: Rise and Fall 1918-1933 by Frank McDonough See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

This week on Sinica, I chat with Hazza Harding, a young Australian who began learning Chinese and made his way to China where he became a pop singer with hits on Chinese pop charts and a state media newscaster — and also lost his husband tragically, suffered through the COVID lockdowns while grieving for his loss. Yet he remains committed to furthering understanding and engagement, and has shown admirable resilience. Read his remarkable essay on his experiences here.6:51 – How Hazza started in China, and how his career changed throughout his time there 19:27 – Hazza's experiences feeling alienated in China 27:00 – Hazza's experience working in Chinese state media 34:04 – How China shaped Hazza and Wayne's love story, and how grief has shaped Hazza's perspective on life56:08 – The loveliness of everyday interactions 58:43 – Hazza's advice on giving oneself time and leniency 1:02:38 – How Hazza may find his way back to China in the future Paying It Forward: James Laurenceson at UTS Sydney Recommendations:Hazza: China Blonde: How a newsreader's search for adventure led to friendship, acceptance… and peroxide pandemonium in China by Nicole Webb Kaiser: The TV series Xi Bei Sui Yue (Into the Great Northwest) (2024 - )See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

This week on Sinica, I chat with Jeffrey Ding, author of Technology and the Rise of Great Powers, a book that argues that a nation's ability to invent foundational technologies matters ultimately less in its overall national power than its ability to diffuse those "general purpose technologies," like electricity, digital technology, the internet, and — in the age of the Fourth Industrial Revolution — Artificial Intelligence. I ask Jeff whether he thinks that China, with its powerful tech companies and its new enthusiasm for open source, may at last be closing what his book identifies as a diffusion deficit.2:19 – Jeff's argument for the power of diffusion in technological leadership6:07 – China's diffusion deficit 12:09 – Institutional factors that affect technology diffusion, and how culture can also play a role 19:49 – China's successes in (non-GPT) diffusion 24:29 – China's open source push 29:55 – Discussing He Pengyu's piece on semiconductors 32:19 – How Jeff might tweak his chapter on China in a second edition of Technology and the Rise of Great Powers Paying It Forward: Matt Sheehan of the Carnegie Endowment for International PeaceRecommendations:Jeff: The TV series The Pitt (2025 - ); and James Islington's The Will of the Many Kaiser: The album Perpetual Change by Jon Anderson and The Band Geeks; and Steven Wilson's new album, The OverviewSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

This week on the Sinica Podcast, I chat with Jeremy Garlick, Director of the Jan Masaryk Centre for International Studies, Prague University, and a scholar of China's international relations. Jeremy is the author of the book Advantage China: Agent of Change in an Era of Global Disruption, but the book we're talking about this week is his new Cambridge Element titled Evolution in International Relations. It's a fascinating attempt to apply ideas from evolutionary biology, evolutionary psychology, and archaeogenetics to further our understanding of how nations interact.6:13 – Why Jeremy decided to apply an evolutionary framework to IR 15:34 – Why evolutionary science hasn't really been integrated into IR19:32 – How Jeremy views his project as refining the IR field 22:43 – The risk of the misappropriation of Jeremy's work, and the evolutionary elements of cooperation and intergroup competition 28:54 – How to avoid the trap of viewing evolution as teleological 34:07 – The idea of self-domestication 39:55 – Morality and human rights 45:17 – How emotions affect decision-making and diplomacy 50:32 – Hierarchy and status-seeking in IR 56:56 – Applying an evolutionary framework to the IR phenomena of alliances, nuclear deterrence, and strategic balancing 1:01:31 – Altruism toward out-groups 1:05:57 – The inevitability of competition with China 1:08:19 – The intellectual challenges Jeremy faced while working on this project, and what he would develop further in the future1:12:51 – Jeremy's thoughts on what IR as a discipline should address, integrating evolutionary science Paying It Forward: Richard TurcsányiRecommendations:Jeremy: The WEIRDest People in the World: How the West Became Psychologically Peculiar and Particularly Prosperous by Joseph Henrich; and The Expanse novels by James S. A. CoreyKaiser: Playground by Richard Powers See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

This week, a special episode taped live at the University of California, Berkeley — my alma mater — on March 6 and featuring Jessica Chen Weiss of Johns Hopkins SAIS and Ryan Hass of the Brookings Institution, both well-known to people who follow U.S.-China relations. This episode was made possible by the Center for Chinese Studies at UC Berkeley's Institute for Asian Studies, and will be available on video as well — I'll update with the link.5:32 – Looking back on the Biden administration's approach to China12:28 – Attempting to outline the new Trump administration's approach to China20:34 – The view from Beijing of Trump 2.026:54 – The Kindleberger Trap (and other "traps")29:35 – China, the U.S., and the Russo-Ukrainian war, and the idea of a “reverse Kissinger” 34:23 – The problem with framing objectionable Trump policy moves as ceding victories to China 36:51 – How countries in the Western Pacific region are responding to the new administration 38:48 – Taiwan's concerns for Trump's shift on Ukraine41:45 – Predictions for how the Trump administration will handle technology competition with China, and the apparent abandonment of industrial policy 48:14 – What the affirmative vision for U.S.-China policy should look like Paying It Forward:Ryan: Patricia Kim and Jon Czin at BrookingsJessica: Jeffrey Ding at George Washington University and Jonas Nahm at Johns Hopkins SAIS Recommendations:Jessica: The movie Conclave (2024)Ryan: Derek Thompson's piece in The Atlantic, “The Anti-Social Century,” and Robert Cooper's The Ambassadors: Thinking about Diplomacy from Machiavelli to Modern Times Kaiser: The Man Without Qualities by Robert Musil See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

This week, I'm proud to announce a new collaboration with Trivium, a China-focused strategic advisory firm you've probably heard of. They've got offices in DC, London, Shanghai, and Beijing, and they focus on analyzing and forecasting Chinese policy developments for multinational companies and institutional investors across a range of verticals -- including macroeconomics, technology, automotive, resources, renewable energy, critical minerals, and green technology. They put out a terrific podcast each week, and you'll be able to listen to it here or subscribe wherever you get your podcasts. Just search for the Trivium China Podcast.On today's show, you'll hear a half-hour chat between me and the two co-founders, Andrew Polk and Trey McArver, which we taped ahead of the Two Meetings — the NPC and the CPPCC. Then you'll hear a conversation between Andrew and his colleague Dinny McMahon, who you've heard on the show before in an episode we did on the digital yuan, talking about what came out of the Two Meetings.You'll be hearing from lots of the great folks at Trivium in coming episodes, so be sure to tune in.Beginning next week, or possibly sooner, we'll also be running a regular economy-focused roundup put together by Andrew and the team at Trivium. That will come out on Fridays.A warm welcome to Trey, Andrew, and all the excellent people at Trivium!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.