Podcasts about us china

Is the US or China winning the tech race, and what factors will determine the outcome? Mark Kennedy, founding director of the Wahba Initiative for Strategic Competition, and Paul Triolo, partner at DGA-Albright Stonebridge Group, discuss with Allison Nathan on the latest episode of Goldman Sachs Exchanges. This episode was recorded on November 10, 18, and December 9th, 2025. The opinions and views expressed herein are as of the date of publication, subject to change without notice, and may not necessarily reflect the institutional views of Goldman Sachs or its affiliates. The material provided is intended for informational purposes only, and does not constitute investment advice, a recommendation from any Goldman Sachs entity to take any particular action, or an offer or solicitation to purchase or sell any securities or financial products. This material may contain forward-looking statements. Past performance is not indicative of future results. Neither Goldman Sachs nor any of its affiliates make any representations or warranties, express or implied, as to the accuracy or completeness of the statements or information contained herein and disclaim any liability whatsoever for reliance on such information for any purpose. Each name of a third-party organization mentioned is the property of the company to which it relates, is used here strictly for informational and identification purposes only and is not used to imply any ownership or license rights between any such company and Goldman Sachs. A transcript is provided for convenience and may differ from the original video or audio content. Goldman Sachs is not responsible for any errors in the transcript. This material should not be copied, distributed, published, or reproduced in whole or in part or disclosed by any recipient to any other person without the express written consent of Goldman Sachs. Disclosures applicable to research with respect to issuers, if any, mentioned herein are available through your Goldman Sachs representative or at http://www.gs.com/research/hedge.html. © 2025 Goldman Sachs. All rights reserved. Learn more about your ad choices. Visit megaphone.fm/adchoices

Panama finally has an adult in the room. Under President José Raúl Mulino, the country is shifting away from drama-driven politics and toward competence, discipline, and steady governance. While much of the world sinks deeper into dysfunction, Panama is choosing a path grounded in seriousness and long-term stability. In today's episode, I break down what Mulino's leadership means for the country's future and why it matters for anyone building a serious Plan-B. If you want a clear understanding of where Panama is heading and why this moment matters, this is the analysis you don't want to miss. Enjoy! IN TODAY'S EPISODE Listen in to hear how José Raúl Mulino rose from placeholder candidate to the steady, competent leader reshaping Panama's political landscapeFind out how Mulino is defending Panama's sovereignty amid US-China pressure over the Canal and recalibrating the country's geopolitical positionLearn why Panama's entry into Mercosur represents one of the most consequential economic moves in its modern historyHear my full breakdown and latest updates on Panama's Investor Visa and why Panama residency is becoming more valuable than ever STAY IN TOUCH! Stay informed about the latest news affecting the expat world and receive a steady stream of my thoughts and opinions on geopolitics by subscribing to our newsletter. You will receive the EMS Pulse® newsletter and the weekly Expat Sunday Times; sign up now and receive my FREE special report, “Plan B Residencies and Instant Citizenships.” WEALTH, FREEDOM & PASSPORTS CONFERENCE, MARCH 6-7, 2026 Join us in Panama City from March 6-7, 2026, for our second annual in-person event, the Wealth, Freedom and Passports Conference! Get your tickets now, as space is very limited.  RELATED EPISODES 363: Expat News: Panama's Bitcoin Push, Portugal's Passport Delays And The EU's Insane Tax Proposal 340: Expat News: Trump Sends Rubio To Panama & Javier Milei's Meme Coin Scandal 336: Update: Panama Citizenship & Brazil TripMentioned in this episode:No Plan-B Without the LanguageIf you're planning to move overseas—or even just set up your offshore Plan-B—learning the local language isn't optional. It's protection. It's access. It's power. StoryLearning makes it easy to start today, from home, by immersing you in real...

Nicholas Burns spent 2021 to 2025 in Beijing as US Ambassador to China, witnessing up close the forces shaping the world's most dangerous rivalry.Sitting across from Xi Jinping and living in China, he saw firsthand how dangerously close the world is to a crisis. Some of it genuinely terrified him.Our conventional wisdom about China? Outdated. And dangerously wrong.In this episode, he reveals the alarming "nightmare scenario" almost no one is talking about, why a single unanswered phone call could spark disaster, and what we're getting wrong about China and what China is getting wrong about us.All from someone who lived it.

Congress is back to work this week…And on the Senate's agenda—a vote on extending health care tax credits past the end of the month…Democrats want a simple three-year extension of the tax credits…Republicans oppose that but have yet to put out a plan of their own… The tax credits help millions of Americans pay for insurance on state-run exchanges…We'll hear what Sens. Thune and Schumer had to say about it on the floor earlier this afternoon… Also today, the White House announced a 12 billion dollars aid package to American farmers...who have been hurt by the US-China trade war…It includes 11 billion dollars in one-time payments to farmers who grow corn, cotton, soybeans and other crops…The President talked about it at a roundtable event…We'll hear from him coming up… And at the Supreme Court—oral arguments in the case of Trump v Slaughter…a case that centers on whether presidents can fire officials of independent agencies without cause…It all started back in March when President Trump fired Federal Trade Commission member Rebecca Slaughter…Saying that her service was “inconsistent” with his goals…. Rebecca Slaughter then sued, arguing that she can be removed only for specific reasons…Today the court heard this case…We'll play you part of what happened inside the court room… Learn more about your ad choices. Visit megaphone.fm/adchoices

How does China's economy affect US policy? US policymakers have responded to perceived dangers from China by using industrial policy, export controls, and attempting to reduce supply chain vulnerabilities. Some analysts have concluded that China is developing a sizable technological capacity that poses a challenge to the US economy, and potentially constrains US foreign policy. How much leverage has the Chinese economy purchased for policymakers in Beijing? What does the ceasefire in the US-China trade war tell us about the future of US-China competition? Finally, what do these questions about China's economy tell us about the security threat China potentially poses?Getting the answers to these questions right is essential for crafting an effective US grand strategy. This policy forum brings together two leading experts on Chinese political economy to discuss what China's economy really looks like and what the implications are for US grand strategy. Hosted on Acast. See acast.com/privacy for more information.

In this episode of the China Power Project, Chad Sbragia joins us to discuss the current state of U.S.-China mil-mil relations and the overall defense relationship between the two countries. He provides his insight into the continuities and changes in defense ties between the countries from the first Trump administration until now and the current opportunities that exist for greater engagement and increased understanding between the two sides. Sbragia also discusses his key takeaways from this year's Xiangshan forum, Beijing's premier defense and security forum, and what he is looking out for in the upcoming release of the U.S. National Defense Strategy and China Military Power Report. Chad Sbragia is currently a Research Staff Member at the Institute for Defense Analyses. Previously he served as the Deputy Assistant Secretary of Defense for China in the Office of the Assistant Secretary of Defense for Indo-Pacific Security Affairs within the Office of the Secretary of Defense.

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Erika Elvander served her country as a federal career health diplomat for 27 years, including as the U.S. Health Attache in Beijing from the spring 2021 until the end of 2024. Her Asia passion ignited while a student in Hong Kong and traveler to Beijing in the late 1980s. And carried forward for the following decades. As Health Attache in Beijing during COVID, she witnessed China “digging in,” pursuing its 18 months of the fierce controls imposed under “static management.” "Achievements with China are incremental.” She was able to maintain dialogues with Chinese health officials, despite the fraught US-China relationship. Today, the COVID origins quagmire does persist and impede the U.S.-China relationship, six years after the advent of Covid. But “there has to be a path forward,” built on many opportunities in health.

In this episode of the Technology & Security podcast, host Dr. Miah Hammond-Errey is joined by Kate Carruthers. Kate is currently the head of data analytics and AI at the Australian Institute of Company Directors. She shares her journey from defending Westfield against state and non-state cyber attacks to leading UNSW's enterprise data, AI, and cybersecurity efforts, including delivering the university's first production AI system in 2019 and re-architecting its cloud data platform for AI and ML. She notes boardrooms are evolving from basic cyber literacy to probing AI risks like models, data, and risk registers.  Carruthers outlines some real-world examples, such as UNSW's enterprise AI program, including a machine learning model that predicted which students were likely to fail a course, with 95%+ accuracy, so the university could design careful, humane intervention protocols to reduce self-harm risk. She argues that while frontier models like OpenAI and Gemini have a place, their compute costs, water intensity and general-purpose design make them poorly suited to some business problems, and that the future lies in smaller, industry-specific models trained on highly relevant data. The conversation covers the rise of agentic AI coding tools, the risk of deskilling junior developers, and the need for diverse, product-focused teams to translate technical systems into workable human processes.​ On security, she prioritizes CIA triad integrity over confidentiality, warning of data alterations in cars, medical devices, and government systems via poisoning or underinvestment in encryption. Carruthers urges Australian AI sovereignty—opting for open-source like Databricks over proprietary stacks—amid US-China model contrasts and outage risks from providers like AWS or CrowdStrike. Throughout, she encourages leaders not just to read about AI but to use multiple systems themselves, understand their limitations as probabilistic tools in deterministic business environments, and ground every deployment in clearly defined problems, ethics, and user needs.​

In the 1970s, long before “Made in China” became inescapable, a series of seemingly small diplomatic and trade decisions quietly rewrote the global economic order. What began as symbolic textile imports and geopolitical chess moves ended up hollowing out American manufacturing, lifting hundreds of millions of Chinese out of poverty, and creating the interdependent yet tense superpower rivalry we live with today. Elizabeth O'Brien Ingleson is a historian specializing in the histories of capitalism, US-China relations, and US foreign relations. She is also an Associate Professor at the International History Department at the London School of Economics, co-organizer of the LSE-Tufts Seminar in Contemporary International History, and Author of Made in China: When US-China Interests Converged to Transform Global Trade. Website - elizabethingleson.com Made in China - harvard.edu 10/21/2025

In this episode of SparX, Mukesh Bansal sits down with economist and policy thinker Neelkanth Mishra to unpack why he believes this is the true golden age of Indian entrepreneurship. They talk about:Falling cost of capital and a stronger banking system expanding access to debt and equity.Massive domestic flows via SIPs, EPFO, and insurance fueling startups and exits.Policy shifts in GST, decriminalization, and state reforms that slowly ease doing business.The next wave beyond internet startups: fintech, precision manufacturing, hardware, semiconductors, and data centers.The next wave of entrepreneurship beyond internet companies: fintech, precision manufacturing, hardware, semiconductors, data centers, and chip design.Aadhaar's evolution into a trust and KYC layer, and how lower unit costs in finance, education, and health can break vicious economic cycles.Navigating big tech power, US–China tensions, and political noise while staying focused on India's long runway from $4T to $20T GDP.If you're interested in where India's economy is really headed, how policy and infrastructure shape founder opportunities, or what it takes to build in the middle of geopolitical churn, this conversation with Neelkanth offers rare clarity, realism, and optimism.

We're joined by Mehran Gul, author of The New Geography of Innovation, who paints a detailed picture on how innovation power is shifting from Silicon Valley to unexpected places - China, Singapore, Switzerland, and beyond. As a former advisor at the World Economic Forum and World Bank, Mehran has spent years studying the frontier of technological development, institutional evolution, and national strategy. His research spans eight countries across three continents summarised in his new book which challenges Western innovation orthodoxy—and offers a compelling vision for a more distributed, more inclusive innovation future. We dive into: -How Chinese talent is shaping the Global AI landscape -Why innovation isn't just unicorns and startups, but includes state-led infrastructure -Singapore's invisible excellence: no unicorns, but global digital leadership -Switzerland's surprising dominance in R&D and public transport innovation -The cultural and structural flaws in Europe's startup scene -What stable governance, national purpose, and civic trust do for innovation -What people get wrong about AI, disruption, and the future of work Key Takeaways from the Episode: 1. China Is No Longer a Copycat: China's MSRA lab published the most cited scientific paper of the 21st century—training a generation of AI researchers that now dominate the global talent pipeline. 2. Singapore and Switzerland Show Us a Different Model: Forget unicorns. These countries focus on systems-level innovation—urban planning, transport, digital governance—that directly improve lives. 3. Government Can Drive Real Innovation: Singapore's GovTech and digital twin strategy prove that with the right institutions, even small countries can lead the world. 4. Europe's Cultural Challenge: While Europe has capital and talent, its innovation suffers from risk aversion, private mindsets, and a fear of visible failure. 5. Stock Options as a Cultural Lens: The difference between PayPal's billionaire mafia and Skype's 11 millionaires reveals how equity culture influences ambition and scale. 6. Unicorns Are a Poor Innovation Metric: Mehran critiques the obsession with unicorn counts and valuations. True innovation should be measured by quality of life, productivity, and institutional resilience. 7. The Real AI Debate Isn't Job Loss: We overhype automation and job loss. The real question is: who controls the models, who benefits, and how do we ensure global equity? 8. Innovation Will Be Multipolar: The future isn't a US-China binary. Countries like Canada, South Korea, and Estonia are becoming quiet powerhouses of tech progress. 9. Infrastructure Is Innovation: Switzerland's trains, Korea's chip fabs, and China's urban ecosystems all show that building real-world infrastructure is just as innovative as launching apps. 10. Innovation Must Be Contextualized: What works in San Francisco doesn't always work in São Paulo or Jakarta. Mehran urges us to localize innovation strategies for real impact. Timestamps: (00:00) – Introduction to Mehran Gul and the new geography of innovation (02:45) – Why China's MSRA lab transformed the AI talent pipeline (06:15) – Singapore's silent innovation model: no unicorns, huge impact (10:00) – Switzerland's success: trains, CERN, and the quality of life index (14:45) – The structural flaws in Europe's innovation culture (20:00) – PayPal vs. Skype: why startup equity design matters (24:30) – How Canada built world-class AI labs with public funding (28:30) – Unicorns vs. real progress: rethinking innovation metrics (33:00) – What most people get wrong about AI and automation (37:00) – National strategy, political trust, and innovation performance (42:00) – Innovation across the Global South: case studies and insights (47:00) – The future of innovation in a multipolar world (51:30) – Final thoughts on building innovation systems that serve humanity Join us for a powerful, myth-busting journey across the world's new innovation hotspots—with one of the most insightful thinkers on global tech strategy. Follow our host (@iwaheedo) for more conversations on technology, power, and emerging markets.

Darren is joined by returning guest Richard Maude to unpack what Australian foreign policy looks like in late 2025. The conversation centres on Foreign Minister Penny Wong's recent AIIA speech, which Darren argues—mostly with Richard's agreement—marks a clear evolution in Australia's foreign policy doctrine. The traditional three pillars — alliance, region, and rules — have been replaced by a new framework, the "Four Rs": Region, Relationships, Rules, and Resilience. The discussion explores what this shift reveals about how Canberra sees the world today, and what it tells us about Australia's strategic priorities as the international environment becomes more volatile. Together, they assess how well the government is executing each of the “Four Rs” in practice — from strengthening ties across Southeast Asia and the Pacific, to managing the alliance with an unpredictable Washington, stabilising relations with Beijing, and linking foreign policy more overtly with domestic resilience. They ask whether Australia is being suitably ambitious in shaping the regional security environment, or whether it risks becoming over-focused on Southeast Asia at the expense of alliance leadership and broader coordination with partners like Japan, Korea and Europe. Darren and Richard also grapple with Australia–China relations. Is Canberra being too cautious in public language — or sensibly risk-averse? Darren frames the question as whether the greater risk currently lies in under-reacting to the threat posed by China, or in over-reacting. And how should Australia manage economic dependence on China given the limits of diversification and the “iron laws” of trade?  The fourth R is resilience, and they discuss whether tying domestic policy to foreign policy is a strength or a political trap. They consider how resilience language enables governments to justify hard economic choices, while also warning against overselling national security policy as economic strategy. Finally, Darren and Richard look ahead to 2026. Richard nominates three global questions to watch closely: the trajectory of US–China relations, the fate of Ukraine, and whether anything remains of the liberal international project. Darren adds his own focal points: Australia's critical minerals strategy, Europe's struggle with Chinese economic leverage, and the political durability of Trump's dominance ahead of the US midterms. A wide-ranging episode on doctrine, diplomacy and domestic politics — and what it all means for Australia navigating a world that feels, as Richard once put it, "completely stuffed". Australia in the World is written, hosted, and produced by Darren Lim, with research and editing this episode by Hannah Nelson and theme music composed by Rory Stenning. Relevant links Richard Maude (bio): https://asiasociety.org/policy-institute/richard-maude Penny Wong, “AIIA Gala Dinner Keynote Address”, 17 November 2025: https://www.foreignminister.gov.au/minister/penny-wong/speech/aiia-gala-dinner-keynote-address Darren Lim and Hannah Nelson, “From Three Strands to Four Rs: The Evolution of Australian Foreign Policy”, Australian Outlook, 21 November 2025: https://www.internationalaffairs.org.au/australianoutlook/from-three-strands-to-four-rs-the-evolution-of-australian-foreign-policy/ Penny Wong, “Speech to the ANU National Security College “Securing our Future”, 9 April 2024: https://www.foreignminister.gov.au/minister/penny-wong/speech/speech-anu-national-security-college-securing-our-future Allan Gyngell, Fear of Abandonment: Australia in the World since 1942: https://www.blackincbooks.com.au/books/fear-abandonment Heather Smith, “Australia and Economic Cold War – Drifting into the New Paradigm”, AIIA 2025 National Conference Address, 17 November 2025: https://www.internationalaffairs.org.au/australianoutlook/australia-and-economic-cold-war-drifting-into-the-new-paradigm/ Penny Wong, TV interview, ABC Insiders (with David Speers), 16 November 2025: https://www.foreignminister.gov.au/minister/penny-wong/transcript/tv-interview-abc-insiders-0 Eli Hayes and Darren Lim, “Not every critical mineral is equal – and Australia's policy should reflect this”, Lowy Interpreter, 10 November 2025: https://www.lowyinstitute.org/the-interpreter/not-every-critical-mineral-equal-australia-s-policy-should-reflect Darren Lim and Nathan Attrill, “Australian debate of the China question: The COVID-19 case”, Australian Journal of International Affairs (2021): https://www.tandfonline.com/doi/full/10.1080/10357718.2021.1940094 (gated) or https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3856586 (ungated) Jedediah Britton-Purdy and David Pozen, “What are we living through?”, Boston Review, 15 October 2025: https://www.bostonreview.net/articles/what-are-we-living-through/ Lachlan Strahan, The Curious Diplomat: A memoir from the frontlines of diplomacy (Monash University Publishing, 2025): https://publishing.monash.edu/product/the-curious-diplomat/ Nick Potkalitsky, “Where Should Student AI Literacy Live?”, Educating AI (Substack), 25 September 2025: https://nickpotkalitsky.substack.com/p/where-should-student-ai-literacy Ethan Mollick, “The Best Available Human Standard”, One Useful Thing (Substack), 22 October 2023: https://www.oneusefulthing.org/p/the-best-available-human-standard Ethan Mollick, “15 Times to use AI, and 5 Not to”, One Useful Thing (Substack), 9 December 2024: https://www.oneusefulthing.org/p/15-times-to-use-ai-and-5-not-to

In this episode of Excess Returns, we sit down with Louis-Vincent Gave of Gavekal Research for one of the most wide-ranging and eye-opening conversations we have ever hosted. Louis breaks down how China transformed its economy over the last seven years, why Western observers consistently misunderstand the country's growth model, and what this means for global markets, AI competition, supply chains, currencies, energy, demographics, and the next decade of investing. If you want a clearer picture of China, global macro dynamics, and the forces shaping markets today, this is essential viewing.Topics covered in this episode:• Why Western investors misread China's economy• China's response to the US semiconductor embargo• How China redirected all lending toward industry• The scale and speed of China's move up the value chain• China's EV dominance and the BYD vs. Tesla comparison• The new global deflation and reflation forces• Why China now looks like the US did in 2009• Energy, labor, and industrial competitiveness• China's open-source AI approach vs. America's closed systems• “Hunger Games” capitalism and the impact on investors• Where foreign investors consistently get China wrong• The RMB as the most mispriced major asset• How China's demographics shape policy and markets• Why fears of a Taiwan conflict are overblown• How Louis is positioning for China's next bull marketTimestamps:00:00 China's economic shock and the US semiconductor embargo02:00 What the West gets wrong about China04:00 Competition, local governments, and industrial incentives06:10 China's lending shift: real estate to industry08:00 China's rapid climb up the value chain10:00 BYD vs Tesla and China's engineering surge12:30 The global deflationary shock and US–China tensions15:00 From defense to offense: China's policy pivot17:00 China's reflation and emerging market implications18:20 Scarcity of energy, labor, and time21:00 China's cost advantages vs the US24:00 Comparing AI strategies: open vs closed systems28:00 “Hunger Games” capitalism in China31:30 Investing challenges and opportunities in China34:00 China's new high-tech niche champions37:00 Capital-light Chinese AI vs US capital intensity40:30 Rethinking US-China blocs and global alliances44:00 Why Europe will be torn apart by the next phase45:30 Will China outperform the US over the next decade?47:00 The massively undervalued RMB49:00 China's barbell investment setup50:00 China's demographic crisis and policy response53:00 Taiwan risk: myth vs reality58:00 How Louis could be wrong01:00:40 Louis's contrarian investing belief01:02:00 Louis's one lesson for investors

China analyst and Momentum Works founder Jianggan joins Jeremy Au to break down how US–China tensions evolved through a year of tariffs, rare earth leverage, supply chain shocks, and fast-moving geopolitical swings. They examine why both sides misread each other, how Chinese companies adapted faster than expected, and why the global system settled into a tactical pause instead of a decisive split. Their discussion shows how on-the-ground China differs from Western narratives, how product iteration and factory conditions changed under competitive pressure, and why neither side can force a quick victory. Jianggan also shares insights from thirteen trips across China as he tracks e-commerce exporters, shifting macro sentiment, and the emerging negotiation patterns that shape 2026. 02:28 US tariffs aimed to hurt China but failed to break its exporters: Chinese firms diversified markets, adjusted production, and kept shipping strong volumes even as analysts expected collapse. 03:08 China deployed rare earths and soybeans as leverage: Beijing used export controls, licensing rules, and supply pivots to respond in structured tit for tat moves that surprised US policymakers. 07:04 A tactical pause replaced escalation: Both sides realized they could not win quickly, creating a fragile equilibrium shaped by low trust but stable expectations. 10:06 Factory floors tell a different story: Air-conditioned warehouses, livestreamed food production, one dollar meals, and rising worker savings show a more complex China than what headlines describe. 21:12 Chinese product cycles sped up dramatically: Exporters improved quality within a year, added more features, and stayed cheaper, putting global incumbents under real pressure. 26:26 Narratives on both sides miss the nuance: Sensational media framing and echo chambers make Americans underestimate China and make Chinese underestimate America. 29:06 TikTok deal shows coexistence is possible: Restructuring turned adversaries into stakeholders and created a template for how cross-border platforms can operate under political pressure. Watch, listen or read the full insight at https://www.bravesea.com/blog/jianggan-li-chinas-counterplay Get transcripts, startup resources & community discussions at www.bravesea.com WhatsApp: https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02e TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea English: Spotify | YouTube | Apple Podcasts Bahasa Indonesia: Spotify | YouTube | Apple Podcasts Chinese: Spotify | YouTube | Apple Podcasts Vietnamese: Spotify | YouTube | Apple Podcasts #USChinaRelations #Geopolitics #ChinaEconomy #TradeWar #RareEarths #GlobalSupplyChains #SoutheastAsiaTech #TariffTalks #MarketDynamics #BRAVEpodcast

The US-China Economic and Security Review Commission has just released its 2025 annual report to Congress. The annual report's analysis and recommendations are a crucial source of information for Congress, the executive branch, and observers of US-China relations. This year's report includes 28 key recommendations for Congress.  On this episode of China Global, we have two Commissioners joining us to discuss the report, Commissioner Aaron Friedberg and Commissioner Mike Kuiken. Commissioner Friedberg is Professor of Politics and International Affairs at Princeton University and co-director of its Center for International Security Studies. He is also a non-resident senior fellow at the American Enterprise Institute, counselor to the National Bureau of Asian Research, and previously served as Vice President Dick Cheney's Deputy Assistant for National Security Affairs.Commissioner Kuiken is a Distinguished Visiting Fellow at Stanford's Hoover Institution and advisor to the Special Competitive Studies Project. He has over 20 years of experience shaping US national security policy, including 12 years on the Senate Armed Services Committee. Timestamps:[00:00] Intro[1:47] China's Role in the Axis of Autocracy[03:22] Best Response from US and Allies?[05:23] The Interlocking Innovation Flywheels Effect[07:47] Made in China 2025 Plan: 10 Years Later[10:25] Why Does Chinese Dominance Matter?  [12:39] Policy Prescriptions for the US[16:24] Lessons Learned from China Shock 1.0 and Preparing for 2.0[21:09] Bipartisan Political Will on China Policy[24:06] Taiwan as a Vital Interest to the US[28:06] Assuaging Taiwanese Doubts in Congress[30:17] Taiwan's Defense Spending Debate  

In this episode Jason examines the US-China rivalry, how the countries stack up on the two most important issues and industries of the 21st century—green tech and AI—and their relative global influence at this moment in history. The DZA website is here.

In this episode of Lead-Lag Live, Michael Gayed talks with Henry Greene from KraneShares about how recent changes in US–China trade incentives are improving the outlook for China's tech sector and why it matters for investors.They discuss the rise of AI in China — including DeepSeek and Alibaba's Qwen models — and how letting companies train AI on their own data could boost cloud adoption. Henry also explains China's push into robotics and how it fits alongside US leadership in chips and software.To bring it back to portfolios, Henry breaks down why KWEB tends to react strongly to policy headlines, how KLIP uses that volatility to generate monthly income, and simple ways to combine the two depending on your goals.In this episode:• What's changing in US–China trade• China's growing AI ecosystem• Why enterprise fine-tuning matters• How robotics and chips fit into the story• How KWEB behaves during policy shifts• How KLIP turns volatility into incomeLead-Lag Live brings you real conversations with the people shaping global markets. Subscribe for more insights that cut through the noise.#KWEB #KLIP #ChinaTech #AIinChina #EmergingMarkets #Investing #KraneShares #MarketInsightsStart your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEsSpotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Support the show

Grains into quiet holiday trade; confusion surfaces regarding US/China trade deal; strong export inspections and export sales.

01:00 Why So Much Positive Coverage Of Dick Cheney Last Week? https://lukeford.net/blog/?p=165087 03:40 Hal Brands on US-China 2026, https://www.youtube.com/watch?v=DfTpN6nLEo0 06:00 I Like This Trump Peace Plan For Ukraine, https://lukeford.net/blog/?p=165063 18:00 Porn Stars & The Rootless Elite, https://lukeford.net/blog/?p=165066 45:00 Rony Guldmann Revisits Liberal Fascism, https://lukeford.net/blog/?p=165052 59:00 MAGA's Jew-Hatred Component Are Tiny, https://lukeford.net/blog/?p=165046 1:07:00 Unrivaled: Why America Will Remain the World's Sole Superpower by Michael Beckley 1:14:00 Kip joins to talk Nick Fuentes 1:50:00 I thought my career would look like Henry Blofeld's, https://www.youtube.com/watch?v=-kcO9S6wnHM 1:52:30 Why Religion Became Obsolete, https://www.youtube.com/watch?v=l_7POAn4BNk 1:54:30 Spellbound: How Charisma Shaped American History from the Puritans to Donald Trump, https://www.youtube.com/watch?v=Hp_HerKGUmc 2:16:40 Why Is Nick Fuentes So Popular? Nikki Haley's Son Explains., https://www.youtube.com/watch?v=Jmqp22YafDw 2:26:00 Elites Are Vulnerable, https://lukeford.net/blog/?p=165028 2:35:00 Spellbound: How Charisma Shaped American History from the Puritans to Donald Trump, https://lukeford.net/blog/?p=165023 2:41:00 Why Religion Went Obsolete: The Demise of Traditional Faith in America, https://lukeford.net/blog/?p=164992 2:43:00 Michael joins to talk about Rush Limbaugh 2:45:00 Rush Limbaugh's Legacy, https://lukeford.net/blog/?p=137555 3:02:00 There's No Mitzvah To Fight Anti-Semitism, https://lukeford.net/blog/?p=165019 3:08:00 What Is Post-Liberalism? Why Is This Topic So Hot Now? https://lukeford.net/blog/?p=165017 3:39:00 Secrets of Talk Radio, https://lukeford.net/blog/?p=162206 3:43:00 WP: A hulking home addition is dividing neighbors and stumping officials, https://www.washingtonpost.com/dc-md-va/2025/11/22/fairfax-virginia-housing-addition-dispute/

Lee Camp breaks down the real-world fallout of the US–China trade war and why the “big win” headlines don't match what actually happened. With sharp comedy and clear receipts, Lee explains how tariffs, supply-chain pressure, and political grandstanding pushed everyday Americans—especially farmers and manufacturers—into the blast zone, only for policy to drift back toward the same place it started. If you've been wondering what the trade deal really changed, this episode connects the dots in plain English.A big focus here is rare earth minerals, the not-so-glamorous backbone of modern technology. Lee walks through how these materials power everything from phones and batteries to advanced industrial systems, and why refining matters as much as mining. You'll hear why China remains a key player in rare earth processing, how that leverage shaped negotiations, and what it means for the future of US-China economic competition, high-tech manufacturing, and global supply chains.Lee also dives into the changing balance of innovation and production, including how China's tech growth is reshaping global markets. From electronics to AI, this segment explores why older assumptions about “cheap imports” no longer hold, and what happens when a trade strategy collides with a world where technological leadership is up for grabs. Expect some hilarious metaphors—plus a sober look at how policy choices ripple through research, industry, and the broader economy.Then the show pivots to newly revealed ExxonMobil documents and the global story of climate messaging, fossil fuel subsidies, and stalled progress on emissions. Lee outlines how disinformation campaigns spread internationally, why climate commitments keep missing their targets, and how massive public subsidies for fossil fuels complicate the path forward. If you care about energy policy, climate solutions, and who's shaping the narrative behind the scenes, this part is essential viewing.Watch, share, and subscribe for more fearless comedy and deep-dive analysis every week. Drop your thoughts in the comments: How should the US handle trade with China? And what needs to change for real climate progress?My comedy news show Unredacted Tonight airs every Thursday at 7pm ET/ 4pm PT. My livestreams are on Mon and Fri at 3pm ET/ Noon PT and Wednesday at 8pm ET/ 5pm PT. I am one of the most censored comedians in America. Thanks for the support!

Dan Wang, author of Breakneck: China's Quest to Engineer the Future, talks about the US-China global competition from his unique perspective,the "engineering state versus the lawyer state," Trump's trade policy and the impact of tariffs, why the US needs more manufacturing, the lessons of Robert Moses in rebuilding our infrastructure, and what thetwo countries can learn about each other.

Description: Chip giant Nvidia, which is also world's most valuable company reported a 62% increase in revenues to $57 billion in three months till the end of October. In Ep 1760 of #CutTheClutter, Shekhar Gupta explains the rise of Nvidia, and its CEO Jensen Huang and how the company is caught in the US-China AI war. We also look at how AI and tech have become the drivers of Cold War 2.0 ---------------------------------------------------------------------------------------------  @MSArenaOfficial  #Victoris #VictorisSUV #GotItAll #MarutiSuzukiSUV #MarutiSuzukiArena

Investments from the US gov't make this time different The recent US-China agreement may secure short-term access for rare earth elements, but it doesn't alter the strategic need for domestic supply chains. Lawson and Michael highlight the complexity, cost, and time required to build out mining, midstream, and magnet-making capacity, highlighting that China's success today is a result of a commitment made back in the 1980s. US initiatives, including Department of War programs, US government investment and EXIM Bank support, are injecting real funding into projects, critical given that some of these projects are single-asset, but progress takes time. Michael also discusses the copper and aluminum markets, where structural demand growth meets a difficult supply situation, leading to higher production costs in the case of aluminum.   "Bank of America" and “BofA Securities” are the marketing names for the global banking businesses and global markets businesses (which includes BofA Global Research) of Bank of America Corporation. Lending, derivatives, and other commercial banking activities are performed globally by banking affiliates of Bank of America Corporation, including Bank of America, N.A., Member FDIC. Securities, trading, research, strategic advisory, and other investment banking and markets activities are performed globally by affiliates of Bank of America Corporation, including, in the United States, BofA Securities, Inc. a registered broker-dealer and Member of FINRA and SIPC, and, in other jurisdictions, by locally registered entities. ©2025 Bank of America Corporation. All rights reserved.  

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

In this episode of the Asia Business Podcast, we're joined by John Ling, Managing Director at LinVest Consulting, to discuss the ongoing dynamics of US-China trade and investment. John highlights the immense interest Chinese companies still have in the US market, despite political challenges and high tariffs. He shares his experiences of navigating the competitive Chinese market, emphasizing the importance of relationships in China. Additionally, John explores the innovative strides in Chinese manufacturing, particularly in robotics and automation, and the potential impacts of a rumored $1 trillion investment deal between the US and China. This discussion sheds light on the complexities and opportunities in the bilateral trade relationship.

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. 

Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links-Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.

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.

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

Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links-Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.

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." 1917 PRINCETON IN PEKING

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

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

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.

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