Podcasts about us china

Chris McGuire, senior fellow for China and emerging technologies at the Council, sits down with James M. Lindsay to discuss whether U.S. efforts to deny China advanced semiconductor chips will sustain the U.S. lead in artificial intelligence or unintentionally accelerate Chinese innovation.   This is the fifth episode in a special series from The President's Inbox, bringing you conversations with Washington insiders to assess whether the United States is ready for a new, more dangerous world.   Mentioned on the Episode:   Bethany Allen and Jenny Wong Leung, "Trump's Crackdown on Chinese Students Ignores a Startling New Reality," New York Times   Raffaele Huang, "Chinese Officials Urge Firms to Shun Nvidia AI Chip," Wall Street Journal   Arjun Kharpal, "China's Key Weapons in Its AI Battle With the U.S.—Massive Huawei Chip Clusters and Cheap Energy," CNBC   For an episode transcript and show notes, visit The President's Inbox at: https://www.cfr.org/podcasts/tpi/are-we-ready-us-china-chip-war-chris-mcguire

Today on AirTalk: The CA gubernatorial race; how periods affect our brains; our expert vet answers your questions; and a check-in on the US-China tech war. Today on AirTalk: The CA gubernatorial race heats up (0:15) How do periods affect our brains? (24:25) Our expert vet answers your questions (51:14) Check-in on the US-China tech war (1:25:51) Visit www.preppi.com/LAist to receive a FREE Preppi Emergency Kit (with any purchase over $100) and be prepared for the next wildfire, earthquake or emergency

On this episode of the Trade Guys, Bill and Scott discuss the upcoming 2026 review of the USMCA and the state of trade in North America. They also examine recent cooperation between the United States and China on counternarcotics and port fees and ponder whether Congress may take action on tariffs now that the shutdown is over. Plus, we welcome Alex Kisling as our new moderator. 

Rising geopolitical tensions and global trade volatility has revealed a key power struggle: supply chains are a matter of national security. This year's annual report from the congressional U.S.–China Economic and Security Review Commission warns that China has begun weaponizing key supply chain chokepoints, from critical minerals to foundational semiconductors, creating risks that reach far beyond trade. In this episode, we're joined by Livia Shmavonian and Josh Hodges, two commissioners of the U.S.–China Economic and Security Review Commission, along with Professor Yossi Sheffi, Director of the MIT Center for Transportation and Logistics. They discuss key findings from this year's report: why companies have been slow to recognize the strategic nature of their dependence on China, how subsidies and overcapacity distort global competition, and why innovation remains the United States' greatest advantage. From U.S. manufacturing limitations to market access in China, the conversation explores what's at stake, what must change, and how companies and policymakers can prepare for a future where supply chain strategy is inseparable from national security. You can read the full report here. 

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Steve Gruber sits down with Chris Hoar, disaster response and telecom national security spokesperson for SAT123, to tackle a pressing question: how can Americans protect themselves in an era where AI could escalate tensions between the U.S. and China into a potential “AI-driven” conflict? Hoar explains the risks posed by emerging AI technologies in national security, what individuals and businesses should be aware of, and the steps people can take to safeguard themselves in a world where advanced tech increasingly intersects with global geopolitical threats. A critical discussion about preparedness, awareness, and the intersection of technology and security in today's high-stakes environment.

```html join wall-e on this tech briefing for monday, november 17th as we delve into today's top stories: openai & microsoft's financial intertwining: leaked documents reveal microsoft received substantial revenue share payments from openai in 2024 and 2025, highlighting their intricate partnership. u.s. losing ai edge to china: andy konwinski of databricks emphasizes the need for open-source collaborations to help the u.s. regain its ai competitiveness against china. chatgpt's expansion and challenges: openai's chatbot thrives with 800 million users, rolling out gpt-5.1 and exploring sectors like healthcare amidst legal hurdles. tesla's autonomous vehicle safety claims: tesla counters scrutiny with claims of lower collision rates, but transparency questions remain about their robotaxi trials. north korean operatives in cybercrime: five individuals plead guilty to aiding north korean cyber activities, spotlighting ongoing cybersecurity threats. stay tuned for tomorrow's latest tech updates! ```

A noted think tank researcher who has advised U.S. President Donald Trump's administration on China policies has said that the current U.S.-China ties are in a "Cold War-like environment."

PREVIEW Brendan Weichert comments on the US-China AI race. While executives suggest China might win, the US has restricted sales of high-end chips, fearing misuse. China claims chip breakthroughs are imminent. Both sides are developing rapidly: China appears stronger in robotics, while the US maintains a lead in AI software development. Guest: Brendan Weichert.

China is accusing the US of hacking a major Bitcoin mining pool in 2020 and stealing 127,000 BTC—now worth more than $13 billion. NLW breaks down the origins of the Labuyan hack, why the coins later appeared in DOJ-linked wallets, the allegations surrounding Chinese billionaire Chen Ji, and what this fight reveals about Bitcoin's role in rising US–China tensions. Plus, a quick look at Coinbase's move to revive US token sales. Enjoying this content? SUBSCRIBE to the Podcast: https://pod.link/1438693620 Watch on YouTube: https://www.youtube.com/@TheBreakdownBW Subscribe to the newsletter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://blockworks.co/newsletter/thebreakdown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Join the discussion: https://discord.gg/VrKRrfKCz8 Follow on Twitter: NLW: https://twitter.com/nlw Breakdown: https://twitter.com/BreakdownBW

PREVIEW. China's APEC Goal: Buying Time Amidst Internal Power Factions. John Batchelor and General Blaine Holt discuss the US-China APEC deal, suggesting China's only goal was to buy time. This time is crucial because Xi Jinping is an "ornamental leader," and various factions are vying for control of the Chinese Communist Party. The conversation also notes increasing unrest and rising public anger among the Chinese people. 1906

PREVIEW. The DeepSeek AI Model: Low Cost, Open Source, and Security Risks. John Batchelor and Jack Burnham discuss the US-China AI contest and microchips, noting China's ban on the best chips. DeepSeek, an open-source, low-cost model, is appealing but may not perform as well as American models. Concerns persist about its true costs, potential use of Nvidia chips, and security flaws like providing CCP talking points. 1954

Dan Nathan and Deirdre Bosa, CNBC's Tech Check host, delve into key topics around AI technology and investments. They discuss the growing influence of Chinese open-source AI models and compare US and Chinese AI CapEx spending, drawing on insights from a Bloomberg tweet thread. The conversation highlights China's commoditization strategy in AI and its implications for US-China tech competition. They also scrutinize tech companies like Core Weave, Meta, and AMD, examining their financial strategies, AI ambitions, and market performance. The challenges of power constraints, valuation concerns, and investor sentiment shifts in the AI and tech sectors are thoroughly explored. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

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On today's show Andrew and Bill begin with the implementation of this month's deal between the US and China, including a variety of early indications that both sides intend to follow through with commitments made in South Korea, the PRC's clarification on its December 2024 export controls, and a report on the PRC implementing VEU system for rare earth exports to the US. From there: A variety of news and notes including a new textbook on Xi Jinping Economic Thought, Xi's visit to the Fujian aircraft carrier, a crackdown on improper asset seizures, and a flare-up with Japan's new PM after her comments on Taiwan contingencies inspire caustic language from a PRC diplomat. At the end: A pair of reports highlight questions about the AI future in China and elsewhere, while the New York Times reports on transnational censorship of a film festival in New York City.

In this episode of Econ 102, Noah Smith and Erik Torenberg explore AI's effects on productivity, how AI business models will shake out, the US and China's rare earth minerals industries, and China's economic challenges, including demographics, real estate, and involution.-Sponsors:NotionAI meeting notes lives right in Notion, everything you capture, whether that's meetings, podcasts, interviews, conversations, live exactly where you plan, build, and get things done.  Here's an exclusive offer for our listeners. Try one month for free at ⁠https://www.notion.com/lp/econ102⁠NetSuiteMore 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/102⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Found Found provides small business owners tools to track expenses, calculate taxes, manage cashflow, send invoices and more. Open a Found account for free at https://found.com/econ102-Shownotes brought to you by Notion AI Meeting Notes - try one month for free at https://www.notion.com/lp/econ102⁠AI can affect productivity in multiple ways: replacing humans, enhancing human productivity, creating new tasks, and increasing capital productivityAI may follow other essential industries with low profit margins despite creating enormous value:Like farming, solar power, and airlinesCode-related AI applications are seeing particularly strong adoptionVertical AI applications in specific industries (healthcare, legal, real estate) are gaining tractionChina controls the majority of rare earth mining and refiningThe US has sufficient rare earth deposits but faces two challenges:Regulatory barriers to miningLack of solvent extraction technology and know-howChina's fertility rate is lower than Japan and EuropeHowever, a "baby bulge" (ages 7-22) will support the workforce short-term-Timestamps:00:00 — Intro00:52 — AI's impact on productivity02:27 — Debating whether AI will increase productivity03:11 — Historical analogy: Electricity's impact on productivity, lessons for AI07:55 — Sponsors: Notion | Netsuite09:57 — Application layer companies, AI in coding, vertical AI applications12:49 — AI bubble vs. CapEx boom/bust, historical parallels (railroads, telecoms)16:54 — Brand loyalty, price wars, and profitability in AI models22:26 — US-China trade, rare earths, and supply chain challenges32:20 — Sponsor: Found33:33 — China's demographic and economic challenges, over-competition, and deflation54:06 — Recommendations for China's economic policy, rationalizing the economy-FOLLOW on X:https://x.com/eriktorenberghttps://x.com/Noahpinion-Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details, please see a16z.com/disclosures. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

On October 30, US President Trump and China's leader Xi Jinping met in Busan, South Korea. It was their first face-to-face meeting in 6 years. There was a lot at stake in this meeting for the US and China, as well as for the rest of the world. In my view, the outcome is best described as a fragile truce. The path forward for US-China relations remains uncertain – greater stability and predictability is possible, but not assured. Intense competition across several domains, especially technology, is likely.Today's episode focuses on the Trump-Xi summit and the future of US-China relations, featuring Mr. Dennis Wilder. Dennis is a senior fellow for the Initiative for U.S.-China Dialogue on Global Issues at Georgetown University, where he previously served as the managing director, and assistant professor of the practice in Asian studies in the School of Foreign Service. He served on President George W. Bush's NSC first as director for China and then as senior director for Asian Affairs. He also had a distinguished career in the CIA, where he held many positions, the last of which was senior editor of the Presidential Daily Brief.  Timestamps:[00:00] Introduction[1:57] Trump-Xi Summit: A Win for China? [09:03] Fact Sheet Discrepancies [14:37] Trump Administration's China Strategy[16:47] Achieving Chinese Exceptionalism[19:20] China's Confidence and Potential Instability[21:26] Why No Taiwan Mention? [24:48] An Inflection Point for Greater Stability? [27:50] Indo-Pacific View of the US-China Relationship

00:00 Intro00:54 China Curbs Fentanyl Precursor Exports to U.S.02:15 Fleming: China's Not Serious on Curbing Fentanyl06:55 Japan Rebukes Chinese Envoy's Beheading Threat to Its PM09:14 China Commissions Third Aircraft Carrier: The Fujian10:15 Chinese Scientist Convicted of Stealing U.S. Secrets11:19 President Trump Pardons Former NYPD Sergeant12:30 China's Exports to U.S. Fall in October14:07 Tesla Sales in China Fall to 3-Year Low14:07 Taiwan's VP Delivers Historic Speech to European Union19:32 Remembering Victims of Communism

APAC stocks were mostly subdued with the region failing to sustain the positive global risk momentum that had been spurred by US-China trade optimism and US government reopening hopes, while there were few fresh catalysts overnight to fuel the recent rally.US Senate voted 60 vs. 40 to pass legislation to fund the federal government and end the shutdown, while the bill now goes to the House.US House Speaker Johnson is seeking a Wednesday vote on the stopgap bill, and won't commit to an ACA subsidy vote.China is reportedly devising a plan to keep the US military from getting its rare earth magnets and is considering a ‘validated end-user' system to fast-track certain export licenses, according to WSJ.European equity futures indicate a positive cash market open with Euro Stoxx 50 futures up 0.4% after the cash market finished with gains of 1.8% on Monday.Looking ahead, highlights include UK Unemployment/Wages (Sep), EZ & German ZEW (Nov), US NFIB (Oct), Weekly Prelim Estimate ADP, Riksbank Minutes, Speakers including ECB's Lagarde, BoE's Greene & Dhingra, RBA's Jones, Supply from Netherlands, Earnings from Porsche SE, RWE & Alcon. Holidays: US Veterans' Day; Canadian Remembrance DayRead the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

The AI trade is back in the green after a volatile week as new reporting emerges of a massive $18B financing deal for an Oracle-tied data center. We dig into the massive U.S. AI spend and how compares to China's advancing AI efforts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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APAC stocks traded higher amid the improving US-China trade environment and with hopes of ending the US government shutdown as several Democrats supported Republicans to pass a measure through the procedural vote in a rare Senate session on Sunday.US Senate voted 60 vs 40 to advance the government funding bill through the procedural hurdle, moving it closer towards passage, after 8 Democrats supported the measure in a rare Sunday session.Chinese inflation data over the weekend which printed above forecasts, although factory gate prices remained in deflation.NVIDIA (NVDA) CEO said they have very strong demand in Blackwell chips and asked TSMC (2330 TT) for more wafers to meet strong AI demand.European equity futures indicate a positive cash market open with Euro Stoxx 50 futures up 1.4% after the cash market closed with losses of 0.8% on Friday.Looking ahead, highlights include Norwegian CPI (Oct), EZ Sentix (Nov), Chinese M2 & New Yuan Loans (Oct), Speech from BoE's Lombardelli, Supply from the UK, Earnings from Hannover Re, CoreWeave & Barrick Mining.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

In today's world, relations between the United States and China is perhaps the most consequential of all bilateral ties. They are both economic superpowers. Their geopolitical footprints cover almost the whole planet. Naturally, the trade war between the two has affected economies around the world – troubling markets, disrupting supply chains, bringing more uncertainty than businesses are comfortable with. But an understanding reached between them also carries upsides and downsides for different nations.  In this context, how do we understand the agreement that came out of the Trump-Xi meeting in South Korea? What are the concerns on the American and Chinese side going forward? And how do we understand Trump, and then Secretary of Defense Pete Hegseth, referring to the meeting as a coming together of ‘G-2' – a term that suggests the idea of an exclusive club with common interests?  Guests: Max Baucus, a former US Senator who served as Ambassador to China, and James Chau, President of the China-United States Exchange Foundation (CUSEF), based in Hong Kong. Host: G Sampath Edited by Jude Francis Weston Learn more about your ad choices. Visit megaphone.fm/adchoices

What can the US learn from the benefits–and perils–of China's quest to engineer the future? Tech analyst and author Dan Wang joins Ian Bremmer on the GZERO World Podcast to discuss his new book "Breakneck," China's infrastructure boom, and the future of the US-China relationship. Over the last two decades, China has transformed into what Wang calls an “engineering state,” marshaling near unlimited resources to build almost anything–roads, bridges, entire cities overnight. That investment has created astounding growth, but also domestic challenges and soaring debt. It's also led to a stubborn belief within the Chinese government that society itself can be engineered from the top down, where the state treats its people like a building material that can be tweaked or destroyed if necessary. Wang and Bremmer dig into all things US-China: the future of the relationship, the surprising similarities between the two countries, and whether Washington can learn from Beijing's example without repeating its mistakes.Host: Ian BremmerGuest: Dan Wang Subscribe to the GZERO World with Ian Bremmer Podcast on Apple Podcasts, Spotify, or your preferred podcast platform, to receive new episodes as soon as they're published. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

One big story captures all six books selected by the Financial Times for their short list of best business books of 2025. As the FT's Senior Business Writer, Andrew Hill, notes, it's the story of the shift in global economic power from the United States to China. It's game over. From Dan Wang's Breakneck, which contrasts China's “engineering state” with America's “lawyering nation,” to Ezra Klein and Derek Thompson's Abundance, chronicling America's inability to build infrastructure, the shortlist reads like an autopsy of American decline. Edward Fishman's Choke Points examines the new age of economic warfare, while Eva Dou's House of Huawei reveals how Chinese companies vaulted past Western competitors. Even Stephen Witt's The Thinking Machine, ostensibly about NVIDIA's triumph, ultimately focuses on the US-China technology race. The judges, Hill admits, “very clearly narrowed in on this highly consequential US-China theme.” Whether chronicling rare earth minerals, clean energy dominance, or regulatory sclerosis, these books ask the same uncomfortable question: Is the American century over?* China's “Engineering State” vs. America's “Lawyering Nation” - Dan Wang's framework in Breakneck captures the fundamental difference: China builds (pouring concrete, clearing regulatory obstacles), while America litigates, creating layers of bureaucracy that prevent infrastructure development.* The Abundance Paradox - Klein and Thompson's bestseller reveals America's core dysfunction: a nation that once defined progress now can't build a high-speed rail link between its two most important California cities, spending billions for thirty yards of track.* Economic Warfare Replaces Free Trade - Edward Fishman's Choke Points documents how sanctions, tariffs, and supply chain control have become the primary weapons of statecraft, with “choke points” entering the policy lexicon as the new language of power.* China Already Controls the Future's Raw Materials - From rare earth minerals to clean energy technology, China has made strategic bets on tomorrow's economy while America remained wedded to oil and coal, creating dependencies that may be impossible to reverse.* Even American Success Stories Are Really About China - NVIDIA's $5 trillion valuation, chronicled in Stephen Witt's The Thinking Machine, isn't purely an American triumph—it's fundamentally about Taiwan, China, and the geopolitical competition for semiconductor dominance.Keen On America is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit keenon.substack.com/subscribe

What can the US learn from the benefits–and perils–of China's quest to engineer the future? Tech analyst and author Dan Wang joins Ian Bremmer on the GZERO World Podcast to discuss his new book "Breakneck," China's infrastructure boom, and the future of the US-China relationship. Over the last two decades, China has transformed into what Wang calls an “engineering state,” marshaling near unlimited resources to build almost anything–roads, bridges, entire cities overnight. That investment has created astounding growth, but also domestic challenges and soaring debt. It's also led to a stubborn belief within the Chinese government that society itself can be engineered from the top down, where the state treats its people like a building material that can be tweaked or destroyed if necessary. Wang and Bremmer dig into all things US-China: the future of the relationship, the surprising similarities between the two countries, and whether Washington can learn from Beijing's example without repeating its mistakes.Host: Ian BremmerGuest: Dan Wang Subscribe to the GZERO World with Ian Bremmer Podcast on Apple Podcasts, Spotify, or your preferred podcast platform, to receive new episodes as soon as they're published. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Today's Post - https://bahnsen.co/47ogHOD US-China Trade Deal Updates & Insights from The Bahnsen Group Annual Retreat In this week's episode of Dividend Cafe, host David Bahnsen reports from The Bahnsen Group's annual retreat in Dallas, Texas. He highlights the team's dedication to client experience and shares updates on the significant US-China trade deal. The discussion covers recent agreements between the two nations, including tariff reductions, market commitments, and cooperation plans. Bahnsen reflects on how market discipline has influenced policy decisions and gives insights on the potential economic impacts. Looking ahead, he hints at a forthcoming evaluation of the AI CapEx bubble burst in the next episode. 00:00 Welcome to Dividend Cafe 00:06 The Importance of Our Annual Retreat 01:41 US-China Trade Deal Overview 05:06 Key Elements of the Trade Agreement 10:18 Implications and Future Prospects 18:43 Conclusion and Upcoming Topics Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

The recent conclusion of China's Fourth Plenum has shed light on the strategic direction of the 15th Five-Year Plan, highlighting key priorities such as boosting domestic consumption, advancing technological self-reliance, and expanding into new export markets. Following the Plenum, Chinese President Xi also met with US President Trump in South Korea, reaching a mutual agreement to pause key trade escalations for a year. What do these developments mean for the future of US-China relations, and can Chinese markets continue its bull run in 2026? This episode is presented by Richard Tang, Head of Research Hong Kong at Julius Baer and Hong Hao, Managing Partner and CIO of Lotus Asset Management Ltd.

US-China Ceasefire and Competition in Technology and Space. Jack Burnham (Foundation for Defense of Democracies research analyst) characterizes the Trump-Xi meeting as a necessary "truce" that allows both nations to gain stability and strengthen their positions before the next escalation. Regarding rare earths, China is now employing the US "playbook," setting up a licensing structure rather than a full trade cessation. He emphasizes that building a complete rare earth supply chain outside of China, especially refining capacity, may realistically take seven to ten years. In technology, Beijing is pushing for domestic self-sufficiency in AI infrastructure, partly driven by paranoia that imported chips may contain backdoors or vulnerabilities. Burnham also details China's commitment to militarizing space, including copying US reconnaissance capabilities and practicing anti-satellite operations like "dogfighting." 1914

US-China Ceasefire and Competition in Technology and Space. Jack Burnham (Foundation for Defense of Democracies research analyst) characterizes the Trump-Xi meeting as a necessary "truce" that allows both nations to gain stability and strengthen their positions before the next escalation. Regarding rare earths, China is now employing the US "playbook," setting up a licensing structure rather than a full trade cessation. He emphasizes that building a complete rare earth supply chain outside of China, especially refining capacity, may realistically take seven to ten years. In technology, Beijing is pushing for domestic self-sufficiency in AI infrastructure, partly driven by paranoia that imported chips may contain backdoors or vulnerabilities. Burnham also details China's commitment to militarizing space, including copying US reconnaissance capabilities and practicing anti-satellite operations like "dogfighting." 1917 PRINCETON IN PEKING

President Trump and President Xi,  the two most powerful men in the world, met last week in Korea to try to, basically, calm things down.  China had just flexed its muscles, threatening to limit the export of key inputs like rare earth magnets and other critical minerals without which auto assembly plants in America could, within weeks, come to a standstill. America could inflict its own damage, by widening the net of sanctions on Chinese companies and individuals. Looking at the images on the TV screen, I began to wonder: In what areas are America and China still in agreement? Taiwan? No. South China Sea? No. Russia? No. Chips? No. Trade. A big no. That got me thinking about what lies ahead. To bring clarity and wisdom, I welcome Jorge Guajardo, former ambassador of Mexico to China to the show to ask him some fundamental questions: Since the US and China seem to have different values, different priorities and different regulations, can they ever see eye to eye? Who is decoupling more quickly, the United States or China. And how will Mexico play its cards as it finds itself squeezed between China and the United States with the car industry, investments and jobs looming large.

The prospect of a Chinese invasion and conquest of Taiwan is a major focus of US–China security competition. Apart from its political, economic, and moral consequences, some US experts argue that Chinese control of Taiwan would compromise the US military position in Asia, bolstering the case that the United States should commit its military to defend Taiwan's autonomy. Jonathan Caverley and Evan Montgomery will discuss the stakes of the US commitment to Taiwan, whether preserving Taiwan's autonomy justifies risking conflict with China, and the relationship between Taiwan and the broader military balance in the Indo-Pacific. Hosted on Acast. See acast.com/privacy for more information.

US equity futures point to a softer open. Asian markets traded broadly higher, while European equities opened lower. Focus remains on US tech earnings afterhours. Qualcomm guided Q1 revenue above forecasts, though below the most bullish expectations, while ARM's profit outlook exceeded estimates, reflecting data center demand. In central bank news, the Fed's hawkish comments continued to weigh on sentiment, while the BoE decision today is seen as finely balanced. Meanwhile, the US-China trade truce continues to dominate headlines, but not much specific behind move as recent angst surrounding stretched valuations, big tech index concentration, narrow breadth and AI capex ROI remain overhangs, not expected to go away anytime soon. However, still no signs of panic, while buy-the-dip narrative has been extremely resilient on the back of elevated retail buying.Companies Mentioned: Charles Schwab, Forge Global, Marvell Technology, Softbank, OpenAI

00:00 Intro01:32 U.S., China Ease Tariffs in New Fentanyl Trade Deal02:59 Supreme Court Hearing: Trump's Sweeping Tariffs03:30 Appeals Court Backs Florida's China Property Ban05:00 Missouri Bans Chinese Land Deals Near Military Bases05:27 Zohran Mamdani Wins NYC Mayoral Election09:01 Fmr. CIA Operative on China, Russia Honeypot Tactics10:32 Starbucks to Sell Control of China Business13:08 Grant Newsham Speaks on U.S.–China Military Hotline15:24 Shein Sparks Outrage Over Childlike Sex Dolls18:34 Philippine Island on Edge Over Taiwan Strait Conflicts

Donate (no account necessary) | Subscribe (account required) Join Bryan Dean Wright, former CIA Operations Officer, as he dives into today's top stories shaping America and the world. In this episode of The Wright Report, Bryan covers Democrats' sweeping election victories, Trump's call to end the Senate filibuster, the possibility of an end to the historic government shutdown, cartel violence in Mexico, and Trump's warning about nuclear weapons testing. Democrats Sweep Elections Nationwide: It was a strong night for Democrats across the country. In Virginia, they won the governor's mansion, attorney general, and 13 new House seats — a political "bloodbath," as local analysts called it. Former CIA officer Abigail Spanberger became governor, while Jay Jones — who once joked about killing a Republican lawmaker and his children — was elected attorney general. Bryan warns these results reveal a growing radicalism within the Left that Americans can't afford to ignore. New York City Elects Its First Socialist Mayor: Zohran Mamdani won handily with foreign-born voters and young progressives, promising free housing, gun bans, and state control over industries. Bryan compares his victory to a "virus of humanity" spreading nationwide, warning that socialism's false promise of "free for all" could gain traction if Republicans fail to deliver economic results. Trump Pushes to End the Filibuster: President Trump renewed his call to eliminate the Senate filibuster after the Democratic sweep, urging Republicans to "terminate it" to pass voter reform and economic bills. Bryan argues that fears of Democrats abusing power later are misplaced — "that horse has already left the barn." Shutdown Nearing Resolution: Ten Democrat senators are now willing to negotiate a deal to reopen the government, marking the longest shutdown in U.S. history. A short-term plan could fund the military while delaying fights over Obamacare subsidies until December. Mexico's Cartel War and Trump's Dilemma: After the murder of Michoacán's mayor by the Jalisco cartel, Trump is weighing covert CIA and special forces operations inside Mexico. Bryan says the President is torn between patience and decisive action — and both paths carry enormous risk. Nuclear Testing and Rising Tensions: The U.S. will restart nuclear weapons testing for the first time since the 1990s, citing proof that Russia and China are secretly conducting their own tests. Bryan explains how new nuclear-powered cruise missiles and underwater drones are reshaping the global threat landscape.   "And you shall know the truth, and the truth shall make you free." - John 8:32     Keywords: 2025 election results Democrats sweep, Abigail Spanberger governor Virginia, Jay Jones attorney general threat scandal, Zohran Mamdani socialist NYC mayor, Trump filibuster termination call, U.S. government shutdown negotiations, Michoacán mayor cartel murder, Trump CIA operations Mexico, U.S. nuclear testing restart, Russia China cruise missile Poseidon drone

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With the US racing to develop AGI and superintelligence ahead of China, you might expect the two countries to be negotiating how they'll deploy AI, including in the military, without coming to blows. But according to Helen Toner, director of the Center for Security and Emerging Technology in DC, “the US and Chinese governments are barely talking at all.”Links to learn more, video, and full transcript: https://80k.info/ht25In her role as a founder, and now leader, of DC's top think tank focused on the geopolitical and military implications of AI, Helen has been closely tracking the US's AI diplomacy since 2019.“Over the last couple of years there have been some direct [US–China] talks on some small number of issues, but they've also often been completely suspended.” China knows the US wants to talk more, so “that becomes a bargaining chip for China to say, ‘We don't want to talk to you. We're not going to do these military-to-military talks about extremely sensitive, important issues, because we're mad.'”Helen isn't sure the groundwork exists for productive dialogue in any case. “At the government level, [there's] very little agreement” on what AGI is, whether it's possible soon, whether it poses major risks. Without shared understanding of the problem, negotiating solutions is very difficult.Another issue is that so far the Chinese Communist Party doesn't seem especially “AGI-pilled.” While a few Chinese companies like DeepSeek are betting on scaling, she sees little evidence Chinese leadership shares Silicon Valley's conviction that AGI will arrive any minute now, and export controls have made it very difficult for them to access compute to match US competitors.When DeepSeek released R1 just three months after OpenAI's o1, observers declared the US–China gap on AI had all but disappeared. But Helen notes OpenAI has since scaled to o3 and o4, with nothing to match on the Chinese side. “We're now at something like a nine-month gap, and that might be longer.”To find a properly AGI-pilled autocracy, we might need to look at nominal US allies. The US has approved massive data centres in the UAE and Saudi Arabia with “hundreds of thousands of next-generation Nvidia chips” — delivering colossal levels of computing power.When OpenAI announced this deal with the UAE, they celebrated that it was “rooted in democratic values,” and would advance “democratic AI rails” and provide “a clear alternative to authoritarian versions of AI.”But the UAE scores 18 out of 100 on Freedom House's democracy index. “This is really not a country that respects rule of law,” Helen observes. Political parties are banned, elections are fake, dissidents are persecuted.If AI access really determines future national power, handing world-class supercomputers to Gulf autocracies seems pretty questionable. The justification is typically that “if we don't sell it, China will” — a transparently false claim, given severe Chinese production constraints. It also raises eyebrows that Gulf countries conduct joint military exercises with China and their rulers have “very tight personal and commercial relationships with Chinese political leaders and business leaders.”In today's episode, host Rob Wiblin and Helen discuss all that and more.This episode was recorded on September 25, 2025.CSET is hiring a frontier AI research fellow! https://80k.info/cset-roleCheck out its careers page for current roles: https://cset.georgetown.edu/careers/Chapters:Cold open (00:00:00)Who's Helen Toner? (00:01:02)Helen's role on the OpenAI board, and what happened with Sam Altman (00:01:31)The Center for Security and Emerging Technology (CSET) (00:07:35)CSET's role in export controls against China (00:10:43)Does it matter if the world uses US AI models? (00:21:24)Is China actually racing to build AGI? (00:27:10)Could China easily steal AI model weights from US companies? (00:38:14)The next big thing is probably robotics (00:46:42)Why is the Trump administration sabotaging the US high-tech sector? (00:48:17)Are data centres in the UAE “good for democracy”? (00:51:31)Will AI inevitably concentrate power? (01:06:20)“Adaptation buffers” vs non-proliferation (01:28:16)Will the military use AI for decision-making? (01:36:09)“Alignment” is (usually) a terrible term (01:42:51)Is Congress starting to take superintelligence seriously? (01:45:19)AI progress isn't actually slowing down (01:47:44)What's legit vs not about OpenAI's restructure (01:55:28)Is Helen unusually “normal”? (01:58:57)How to keep up with rapid changes in AI and geopolitics (02:02:42)What CSET can uniquely add to the DC policy world (02:05:51)Talent bottlenecks in DC (02:13:26)What evidence, if any, could settle how worried we should be about AI risk? (02:16:28)Is CSET hiring? (02:18:22)Video editing: Luke Monsour and Simon MonsourAudio engineering: Milo McGuire, Simon Monsour, and Dominic ArmstrongMusic: CORBITCoordination, transcriptions, and web: Katy Moore

From the BBC World Service: Markets in Asia rose in reaction to the outcome of the APEC meetings in South Korea as the U.S. and China stepped back from the brink of a full-fledged trade war. Plus, reports suggest India is looking for new sources to replace the oil it currently buys from Russia. And, we look at Cameroon's mining industry, which is often done by small-scale miners working in risky environments with basic tools.

From the BBC World Service: Markets in Asia rose in reaction to the outcome of the APEC meetings in South Korea as the U.S. and China stepped back from the brink of a full-fledged trade war. Plus, reports suggest India is looking for new sources to replace the oil it currently buys from Russia. And, we look at Cameroon's mining industry, which is often done by small-scale miners working in risky environments with basic tools.

Once a stalwart of Hong Kong's journalism scene, Wang Jian has found a new audience on YouTube, dissecting global politics and US-China relations since the pandemic. To his fans, he's part newscaster, part professor, part friend By Lauren Hilgers. Read by G Cheng. Help support our independent journalism at theguardian.com/longreadpod

From July 18, 2024: On today's episode, Matt Gluck, Research Fellow at Lawfare, spoke with Michael Beckley, Associate Professor of Political Science at Tufts, and Arne Westad, the Elihu Professor of History at Yale.They discussed Beckley's and Westad's articles in Foreign Affairs on the best path forward for the U.S.-China strategic relationship—in the economic and military contexts. Beckley argues that in the short term, the U.S. should focus on winning its security competition with China, rather than significant engagement, to prevent conflict. Westad compares the current moment to the period preceding World War I. He cautions that the U.S. and China should maintain strategic communication and avoid an overly narrow focus on competition to stave off large-scale conflict.They broke down the authors' arguments and where they agree and disagree. Does U.S. engagement lower the temperature in the relationship? Will entrenched economic interests move the countries closer to conflict? How can the U.S. credibly deter China from invading Taiwan without provoking Beijing?To receive ad-free podcasts, become a Lawfare Material Supporter at www.patreon.com/lawfare. You can also support Lawfare by making a one-time donation at https://givebutter.com/lawfare-institute.Support this show http://supporter.acast.com/lawfare. Hosted on Acast. See acast.com/privacy for more information.

Jordi Visser is a macro investor with over 30 years of Wall Street experience. He also writes a Substack called “VisserLabs” and puts out investing YouTube videos. In this conversation, we unpack the Fed's interest rate cuts, the U.S.–China trade dynamic, and what they signal for global markets. We also dive into the Bitcoin, AI, and tokenized assets — explaining how these forces, alongside Tesla's innovations, are shaping the next major investment cycle.======================Check out my NEW show for daily bite-sized breakdowns of the biggest stories in finance, technology, and politics: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://pompdesk.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠======================This episode is brought to you by Figure (⁠https://figuremarkets.co/pomp⁠), the platform to Earn and Borrow. Need liquidity without selling your crypto? Figure offers Crypto-Backed Loans, allowing you to borrow against your Bitcoin, Ethereum, & SOL with 12-month terms and no prepayment penalties. They have the lowest rates in the industry at 8.91%, allowing you to access instant cash or buy more Bitcoin without triggering a tax event. Your BTC collateral is protected by decentralized MPC custody. You can always see your BTC ownership in your FM account and verify holdings in your personal BTC vault on chain. Unlock your crypto's potential today. Visit their app to apply (⁠https://figuremarkets.co/pomp⁠) for a Crypto Backed Loan (⁠https://figuremarkets.co/pomp⁠) today! Figure Lending LLC dba Figure. Equal Opportunity Lender. NMLS 1717824. Terms and conditions apply. Visit figure.com for more information. Figure Markets Credit LLC. 650 S. Tryon Street, 8th Floor, Charlotte, NC 28202. (888) 926-6259. NMLS ID 2559612. Terms and conditions apply.======================In this episode, Pomp spotlights easyBitcoin.app—the app that pays you 1% extra on recurring buys, 2% annual bitcoin rewards, and 4.5% APY on USD. Download it now for iOS or Android at https://easybitcoin.onelink.me/F1zP/klc4v1p8 and start earning today. Your capital is at risk. Crypto markets are highly volatile. This content is informational and not financial advice.======================DeFi Development Corp. (Nasdaq: DFDV) is pioneering a new category in crypto investing with the first Solana-focused Digital Asset Treasury. DFDV offers public market exposure to Solana's growth, yield, and onchain innovation, offering investors a leveraged way to participate in a trillion-dollar opportunity. Learn more about why Solana and why DFDV at ⁠SolanaTo10K.com⁠.======================Timestamps: 0:00 – Intro2:08 – Fed rate cut and market reaction4:34 – US - China trade agreement and impact7:54 – How to navigate government shutdown, labor market, and AI22:03 – Generational divide, wealth gap, and rise of socialism in politics26:46 – Bitcoin sentiment and why investors are frustrated33:21 – Tokenization, stablecoins, and the future of payments38:40 – Token revolution and the merging of AI & crypto42:27 – Tesla, robo-taxis, and the future of self-driving cars

President Donald Trump announced a trade truce with Chinese President Xi Jinping after a 90-minute meeting in Busan, South Korea, on Thursday. But what actually came out of the truce seems… less than meets the eye. According to Axios, Trump reduced tariffs against China in exchange for promises from the Chinese president to buy American soybeans and oil. However, the deal appears to be largely temporary, with few actual binding details that would make it any different from those made during Trump's first term in office or even earlier this year. So for more details on the trade truce and Trump's Asia trip, I spoke to Evan Madeiros. He's the Penner Family Chair in Asia studies at Georgetown University with a focus on East Asia and US-China relations.And in headlines, Immigration and Customs Enforcement refuses to cease operations during Halloween festivities in Chicago, the Trump administration restricts the amount of refugees it will allow into the US every year, and Trump administration officials held a classified briefing on the president's escalating boat-strike campaign – but only invited Republicans.Show Notes:Call Congress – 202-224-3121Subscribe to the What A Day Newsletter – https://tinyurl.com/3kk4nyz8What A Day – YouTube – https://www.youtube.com/@whatadaypodcastFollow us on Instagram – https://www.instagram.com/crookedmedia/For a transcript of this episode, please visit crooked.com/whataday Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The US-China Tariff Truce and AI's Market Trajectory Guest: Chris Riegel Chris Riegel discusses the temporary US-China tariff truce and Nvidia's potential re-entry into the high-end AI chip market in China. He notes retailers are currently absorbing tariff costs but anticipate price spikes in the first quarter of 2026, despite offsets from reduced energy costs. Riegel affirms that artificial intelligence is "real" and economically transformational, though market aspects may prove "bubbly," comparing the current technological stage to the "bottom of the first inning" of a major economic change. 1953

Donald Trump and Xi Jinping have met for the first time since 2019 to discuss a possible truce in the US-China trade war. The leaders of the world's two biggest economies shook hands and spoke of friendship ahead of the "amazing" meeting in South Korea. President Trump said they agreed a cut in tariffs and a rare earth minerals deal. Also: the US says it will begin testing its nuclear weapons to keep up with Russia and China; Hurricane Melissa moves towards the Bahamas and Cuba after causing unprecedented devastation in Jamaica; Brazil's president condemns the police raid that killed more than 130 people in Rio de Janeiro; the long lost wolf spider is re-discovered in the UK; what drives those who want to live forever; and the art of presidential gift giving.

Ryan and Saagar discuss OpenAI whistleblower, US detains pro Palestine British man on speaking tour, food stamps withheld by Trump, US China trade deal. To become a Breaking Points Premium Member and watch/listen to the show AD FREE, uncut and 1 hour early visit: www.breakingpoints.comMerch Store: https://shop.breakingpoints.com/See omnystudio.com/listener for privacy information.

Hey BillOReilly.com Premium and Concierge Members, welcome to the No Spin News for Monday, October 27, 2025. Stand Up for Your Country.  Talking Points Memo: Bill breaks down President Trump's trip to Asia and explains why reaching a trade deal with China is so important. Yun Sun, Ph.D., Director of the China Program at the Stimson Center, joins the No Spin News to discuss the U.S.–China negotiations and what Xi Jinping wants out of the deal. Why Donald Trump keeps teasing running for a third time. As the government shutdown reaches Day 27, air traffic control issues are on the rise. Bill looks at a clip showing Chicago Mayor Brandon Johnson (D) clashing with a reporter. Final Thought: Check out Michael Levine's review of 'Confronting Evil.' Learn more about your ad choices. Visit megaphone.fm/adchoices