Podcasts about us china relations

1=Diplomatic relations between the People's Republic of China and the United States of America

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China Desk
Ep. 80 - Dennis Molinaro

China Desk

Play Episode Listen Later Nov 18, 2025 31:16


This episode of The China Desk dives deep into one of the most urgent national-security challenges facing North America: the Chinese Communist Party's long-running campaign of espionage, foreign influence, and elite capture. Host Steve Yates sits down with Canadian intelligence expert and author Dennis Molinaro—whose new book Under Assault uncovers five decades of covert CCP operations targeting Canada, the United States, and allied democracies.Molinaro explains how China's influence networks took root, how academics, politicians, and business elites were quietly co-opted, and why many Western leaders chose to “see only what they wanted to see.” He breaks down united-front tactics, interference in diplomatic recognition, transnational repression, technology theft, and the chilling playbook the CCP perfected at home before exporting abroad. Watch Full-Length Interviews: https://www.youtube.com/@ChinaDeskFNW

New Books Network
Richard H. Thaler and Alex Imas, "The Winner's Curse: Behavioral Economics Anomalies, Then and Now" (Simon and Schuster, 2025)

New Books Network

Play Episode Listen Later Nov 15, 2025 54:22


Alex Imas is the Roger L. and Rachel M. Goetz Professor of Behavioral Science, Economics and Applied AI and a Vasilou Faculty Scholar at the University of Chicago Booth School of Business, where he has taught Negotiations and Behavioral Economics. He is a Faculty Affiliate of the Center for Applied AI and the Human Capital & Economic Opportunity, an NBER Faculty Research Associate, and a CESifo Research Network Fellow. He is also an Associate Editor at the Journal of the European Economic Association and on the editorial board of Psychological Science. Alex studies behavioral economics with a focus on how people understand and mentally represent the choices they are facing. His research explores topics related to how people learn and make choices in settings with risk and uncertainty. He also studies the economics of artificial intelligence and discrimination. Alex's work utilizes a variety of methods, including controlled laboratory experiments, field experiments, analysis of observational data and theoretical modeling. Alex Imas is the recipient of the 2023 Alfred P. Sloan Research Fellowship, the Review of Financial Studies Rising Scholar Award, the New Investigator Award from the Behavioral Science and Policy Association, the Hillel Einhorn New Investigator Award from the Society of Judgment and Decision Making, the Distinguished CESifo Affiliate Award, and the NSF Graduate Research Fellowship. He is the co-author, with Richard Thaler, of The Winner's Curse: Behavioral Economics Anomalies, Then and Now (Simon and Schuster, 2025). He is an Associate Editor at the Journal of the European Economic Association and on the editorial board of Psychological Science. Alex was born in Bender, Moldova. Previously, he was the William S. Dietrich II Assistant Professor of Behavioral Economics at Carnegie Mellon University, where he taught Behavioral Economics and Human Judgment and Decision Making. He did his PhD in economics at the University of California, San Diego and earned a BA from Northwestern University. Prior to graduate school, Imas helped found a startup and co-authored several patents as part of its intellectual property strategy. Teaching materials for The Winner's Curse can be found here. Interviewer Peter Lorentzen is an Associate Professor of Economics at the University of San Francisco, where he leads the Master's Program in International and Development Economics at the University of San Francisco. He is also a nonresident scholar at the UCSD 21st Century China Center and an alumnus of the Public Intellectuals Program of the National Committee on US-China Relations. His research focuses on the economics of information, incentives, and institutions, primarily as applied to the development and governance of China. He created the unique Master's of Science in Applied Economics at the University of San Francisco, which teaches the conceptual frameworks and practical data analytics skills needed to succeed in the digital economy. Guest interviewer Robizon Khubulashvili is an Assistant Professor of Economics at the University of San Francisco. His research is at the intersection of theoretical, behavioral, and experimental microeconomics. A common question in his research is, how can we use a user's revealed preferences to improve the performance of online platforms? Robizon has studied this question in two settings: when monetary incentives are missing (an online gaming platform) and when monetary incentives are present (an online gambling platform). His work suggests that heterogeneity among users is an essential consideration in designing better online platforms; that is, a policy benefiting one type of user might harm the other. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/new-books-network

New Books in Psychology
Richard H. Thaler and Alex Imas, "The Winner's Curse: Behavioral Economics Anomalies, Then and Now" (Simon and Schuster, 2025)

New Books in Psychology

Play Episode Listen Later Nov 15, 2025 54:22


Alex Imas is the Roger L. and Rachel M. Goetz Professor of Behavioral Science, Economics and Applied AI and a Vasilou Faculty Scholar at the University of Chicago Booth School of Business, where he has taught Negotiations and Behavioral Economics. He is a Faculty Affiliate of the Center for Applied AI and the Human Capital & Economic Opportunity, an NBER Faculty Research Associate, and a CESifo Research Network Fellow. He is also an Associate Editor at the Journal of the European Economic Association and on the editorial board of Psychological Science. Alex studies behavioral economics with a focus on how people understand and mentally represent the choices they are facing. His research explores topics related to how people learn and make choices in settings with risk and uncertainty. He also studies the economics of artificial intelligence and discrimination. Alex's work utilizes a variety of methods, including controlled laboratory experiments, field experiments, analysis of observational data and theoretical modeling. Alex Imas is the recipient of the 2023 Alfred P. Sloan Research Fellowship, the Review of Financial Studies Rising Scholar Award, the New Investigator Award from the Behavioral Science and Policy Association, the Hillel Einhorn New Investigator Award from the Society of Judgment and Decision Making, the Distinguished CESifo Affiliate Award, and the NSF Graduate Research Fellowship. He is the co-author, with Richard Thaler, of The Winner's Curse: Behavioral Economics Anomalies, Then and Now (Simon and Schuster, 2025). He is an Associate Editor at the Journal of the European Economic Association and on the editorial board of Psychological Science. Alex was born in Bender, Moldova. Previously, he was the William S. Dietrich II Assistant Professor of Behavioral Economics at Carnegie Mellon University, where he taught Behavioral Economics and Human Judgment and Decision Making. He did his PhD in economics at the University of California, San Diego and earned a BA from Northwestern University. Prior to graduate school, Imas helped found a startup and co-authored several patents as part of its intellectual property strategy. Teaching materials for The Winner's Curse can be found here. Interviewer Peter Lorentzen is an Associate Professor of Economics at the University of San Francisco, where he leads the Master's Program in International and Development Economics at the University of San Francisco. He is also a nonresident scholar at the UCSD 21st Century China Center and an alumnus of the Public Intellectuals Program of the National Committee on US-China Relations. His research focuses on the economics of information, incentives, and institutions, primarily as applied to the development and governance of China. He created the unique Master's of Science in Applied Economics at the University of San Francisco, which teaches the conceptual frameworks and practical data analytics skills needed to succeed in the digital economy. Guest interviewer Robizon Khubulashvili is an Assistant Professor of Economics at the University of San Francisco. His research is at the intersection of theoretical, behavioral, and experimental microeconomics. A common question in his research is, how can we use a user's revealed preferences to improve the performance of online platforms? Robizon has studied this question in two settings: when monetary incentives are missing (an online gaming platform) and when monetary incentives are present (an online gambling platform). His work suggests that heterogeneity among users is an essential consideration in designing better online platforms; that is, a policy benefiting one type of user might harm the other. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/psychology

New Books in Economics
Richard H. Thaler and Alex Imas, "The Winner's Curse: Behavioral Economics Anomalies, Then and Now" (Simon and Schuster, 2025)

New Books in Economics

Play Episode Listen Later Nov 15, 2025 54:22


Alex Imas is the Roger L. and Rachel M. Goetz Professor of Behavioral Science, Economics and Applied AI and a Vasilou Faculty Scholar at the University of Chicago Booth School of Business, where he has taught Negotiations and Behavioral Economics. He is a Faculty Affiliate of the Center for Applied AI and the Human Capital & Economic Opportunity, an NBER Faculty Research Associate, and a CESifo Research Network Fellow. He is also an Associate Editor at the Journal of the European Economic Association and on the editorial board of Psychological Science. Alex studies behavioral economics with a focus on how people understand and mentally represent the choices they are facing. His research explores topics related to how people learn and make choices in settings with risk and uncertainty. He also studies the economics of artificial intelligence and discrimination. Alex's work utilizes a variety of methods, including controlled laboratory experiments, field experiments, analysis of observational data and theoretical modeling. Alex Imas is the recipient of the 2023 Alfred P. Sloan Research Fellowship, the Review of Financial Studies Rising Scholar Award, the New Investigator Award from the Behavioral Science and Policy Association, the Hillel Einhorn New Investigator Award from the Society of Judgment and Decision Making, the Distinguished CESifo Affiliate Award, and the NSF Graduate Research Fellowship. He is the co-author, with Richard Thaler, of The Winner's Curse: Behavioral Economics Anomalies, Then and Now (Simon and Schuster, 2025). He is an Associate Editor at the Journal of the European Economic Association and on the editorial board of Psychological Science. Alex was born in Bender, Moldova. Previously, he was the William S. Dietrich II Assistant Professor of Behavioral Economics at Carnegie Mellon University, where he taught Behavioral Economics and Human Judgment and Decision Making. He did his PhD in economics at the University of California, San Diego and earned a BA from Northwestern University. Prior to graduate school, Imas helped found a startup and co-authored several patents as part of its intellectual property strategy. Teaching materials for The Winner's Curse can be found here. Interviewer Peter Lorentzen is an Associate Professor of Economics at the University of San Francisco, where he leads the Master's Program in International and Development Economics at the University of San Francisco. He is also a nonresident scholar at the UCSD 21st Century China Center and an alumnus of the Public Intellectuals Program of the National Committee on US-China Relations. His research focuses on the economics of information, incentives, and institutions, primarily as applied to the development and governance of China. He created the unique Master's of Science in Applied Economics at the University of San Francisco, which teaches the conceptual frameworks and practical data analytics skills needed to succeed in the digital economy. Guest interviewer Robizon Khubulashvili is an Assistant Professor of Economics at the University of San Francisco. His research is at the intersection of theoretical, behavioral, and experimental microeconomics. A common question in his research is, how can we use a user's revealed preferences to improve the performance of online platforms? Robizon has studied this question in two settings: when monetary incentives are missing (an online gaming platform) and when monetary incentives are present (an online gambling platform). His work suggests that heterogeneity among users is an essential consideration in designing better online platforms; that is, a policy benefiting one type of user might harm the other. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/economics

New Books in Business, Management, and Marketing
Richard H. Thaler and Alex Imas, "The Winner's Curse: Behavioral Economics Anomalies, Then and Now" (Simon and Schuster, 2025)

New Books in Business, Management, and Marketing

Play Episode Listen Later Nov 15, 2025 54:22


Alex Imas is the Roger L. and Rachel M. Goetz Professor of Behavioral Science, Economics and Applied AI and a Vasilou Faculty Scholar at the University of Chicago Booth School of Business, where he has taught Negotiations and Behavioral Economics. He is a Faculty Affiliate of the Center for Applied AI and the Human Capital & Economic Opportunity, an NBER Faculty Research Associate, and a CESifo Research Network Fellow. He is also an Associate Editor at the Journal of the European Economic Association and on the editorial board of Psychological Science. Alex studies behavioral economics with a focus on how people understand and mentally represent the choices they are facing. His research explores topics related to how people learn and make choices in settings with risk and uncertainty. He also studies the economics of artificial intelligence and discrimination. Alex's work utilizes a variety of methods, including controlled laboratory experiments, field experiments, analysis of observational data and theoretical modeling. Alex Imas is the recipient of the 2023 Alfred P. Sloan Research Fellowship, the Review of Financial Studies Rising Scholar Award, the New Investigator Award from the Behavioral Science and Policy Association, the Hillel Einhorn New Investigator Award from the Society of Judgment and Decision Making, the Distinguished CESifo Affiliate Award, and the NSF Graduate Research Fellowship. He is the co-author, with Richard Thaler, of The Winner's Curse: Behavioral Economics Anomalies, Then and Now (Simon and Schuster, 2025). He is an Associate Editor at the Journal of the European Economic Association and on the editorial board of Psychological Science. Alex was born in Bender, Moldova. Previously, he was the William S. Dietrich II Assistant Professor of Behavioral Economics at Carnegie Mellon University, where he taught Behavioral Economics and Human Judgment and Decision Making. He did his PhD in economics at the University of California, San Diego and earned a BA from Northwestern University. Prior to graduate school, Imas helped found a startup and co-authored several patents as part of its intellectual property strategy. Teaching materials for The Winner's Curse can be found here. Interviewer Peter Lorentzen is an Associate Professor of Economics at the University of San Francisco, where he leads the Master's Program in International and Development Economics at the University of San Francisco. He is also a nonresident scholar at the UCSD 21st Century China Center and an alumnus of the Public Intellectuals Program of the National Committee on US-China Relations. His research focuses on the economics of information, incentives, and institutions, primarily as applied to the development and governance of China. He created the unique Master's of Science in Applied Economics at the University of San Francisco, which teaches the conceptual frameworks and practical data analytics skills needed to succeed in the digital economy. Guest interviewer Robizon Khubulashvili is an Assistant Professor of Economics at the University of San Francisco. His research is at the intersection of theoretical, behavioral, and experimental microeconomics. A common question in his research is, how can we use a user's revealed preferences to improve the performance of online platforms? Robizon has studied this question in two settings: when monetary incentives are missing (an online gaming platform) and when monetary incentives are present (an online gambling platform). His work suggests that heterogeneity among users is an essential consideration in designing better online platforms; that is, a policy benefiting one type of user might harm the other. Learn more about your ad choices. Visit megaphone.fm/adchoices

New Books in Finance
Richard H. Thaler and Alex Imas, "The Winner's Curse: Behavioral Economics Anomalies, Then and Now" (Simon and Schuster, 2025)

New Books in Finance

Play Episode Listen Later Nov 15, 2025 54:22


Alex Imas is the Roger L. and Rachel M. Goetz Professor of Behavioral Science, Economics and Applied AI and a Vasilou Faculty Scholar at the University of Chicago Booth School of Business, where he has taught Negotiations and Behavioral Economics. He is a Faculty Affiliate of the Center for Applied AI and the Human Capital & Economic Opportunity, an NBER Faculty Research Associate, and a CESifo Research Network Fellow. He is also an Associate Editor at the Journal of the European Economic Association and on the editorial board of Psychological Science. Alex studies behavioral economics with a focus on how people understand and mentally represent the choices they are facing. His research explores topics related to how people learn and make choices in settings with risk and uncertainty. He also studies the economics of artificial intelligence and discrimination. Alex's work utilizes a variety of methods, including controlled laboratory experiments, field experiments, analysis of observational data and theoretical modeling. Alex Imas is the recipient of the 2023 Alfred P. Sloan Research Fellowship, the Review of Financial Studies Rising Scholar Award, the New Investigator Award from the Behavioral Science and Policy Association, the Hillel Einhorn New Investigator Award from the Society of Judgment and Decision Making, the Distinguished CESifo Affiliate Award, and the NSF Graduate Research Fellowship. He is the co-author, with Richard Thaler, of The Winner's Curse: Behavioral Economics Anomalies, Then and Now (Simon and Schuster, 2025). He is an Associate Editor at the Journal of the European Economic Association and on the editorial board of Psychological Science. Alex was born in Bender, Moldova. Previously, he was the William S. Dietrich II Assistant Professor of Behavioral Economics at Carnegie Mellon University, where he taught Behavioral Economics and Human Judgment and Decision Making. He did his PhD in economics at the University of California, San Diego and earned a BA from Northwestern University. Prior to graduate school, Imas helped found a startup and co-authored several patents as part of its intellectual property strategy. Teaching materials for The Winner's Curse can be found here. Interviewer Peter Lorentzen is an Associate Professor of Economics at the University of San Francisco, where he leads the Master's Program in International and Development Economics at the University of San Francisco. He is also a nonresident scholar at the UCSD 21st Century China Center and an alumnus of the Public Intellectuals Program of the National Committee on US-China Relations. His research focuses on the economics of information, incentives, and institutions, primarily as applied to the development and governance of China. He created the unique Master's of Science in Applied Economics at the University of San Francisco, which teaches the conceptual frameworks and practical data analytics skills needed to succeed in the digital economy. Guest interviewer Robizon Khubulashvili is an Assistant Professor of Economics at the University of San Francisco. His research is at the intersection of theoretical, behavioral, and experimental microeconomics. A common question in his research is, how can we use a user's revealed preferences to improve the performance of online platforms? Robizon has studied this question in two settings: when monetary incentives are missing (an online gaming platform) and when monetary incentives are present (an online gambling platform). His work suggests that heterogeneity among users is an essential consideration in designing better online platforms; that is, a policy benefiting one type of user might harm the other. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/finance

World Today
Can economic ties continue to serve as the ballast of China-US relations?

World Today

Play Episode Listen Later Nov 13, 2025 53:41


① Meeting top executives of the National Committee on US-China Relations, China's vice premier called for efforts to promote the stable development of China-US economic ties. Can economic ties continue to serve as the ballast and propeller of China-US relations? (00:47) ② US President Donald Trump has signed a funding package, ending the longest government shutdown in the country's history. What does the shutdown tell us about the political division in Washington? (14:22) ③ Thai King Maha Vajiralongkorn is on a state visit to China. What is bringing China and Thailand closer? (25:18) ④ What has made United Nations officials sound the alarm over South Sudan's peace process? (34:44) ⑤ In Australia, the first treaty between Indigenous people and a government has been signed into law in the state of Victoria. In terms of giving Indigenous people political representation, how does the outlook across the rest of Australia look like? (45:46)

China Global
The Trump-Xi Summit and Future of US-China ties

China Global

Play Episode Listen Later Nov 11, 2025 30:44


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

China Desk
Ep. 79 - Chris Fenton

China Desk

Play Episode Listen Later Nov 11, 2025 48:04


Former DMG Entertainment executive Chris Fenton joins host Steve Yates to reveal how Hollywood's ties with Beijing reshaped global storytelling, what “Feeding the Dragon” really means, and why America's entertainment industry must rethink its relationship with China. From Iron Man to propaganda, Fenton exposes the inside story of U.S.–China influence and the cost of reckless capitalism. Watch Full-Length Interviews: https://www.youtube.com/@ChinaDeskFNW

Bloomberg Daybreak: Asia Edition
Goldman Sachs CEO David Solomon Talks US-China Relations, Amazon-OpenAI Deal

Bloomberg Daybreak: Asia Edition

Play Episode Listen Later Nov 4, 2025 22:36 Transcription Available


Goldman Sachs Chairman and CEO David Solomon discusses US-China Trade Relations and M&A Activity. Solomon spoke to Bloomberg's Yvonne Man and David Ingles on the sidelines of the Hong Kong Monetary Authority's Global Financial Leaders' Investment Summit.Plus - The start of what's known as the best month of the year for stocks saw tech rallying as Amazon.com Inc.'s $38 billion deal with OpenAI added fuel to the artificial-intelligence trade. We speak to Brad Bernstein, Managing Director at UBS Private Wealth Management. See omnystudio.com/listener for privacy information.

AP Audio Stories
US stocks sink as Wall Street sees both good and bad in Big Tech profits, US-China relations

AP Audio Stories

Play Episode Listen Later Oct 30, 2025 0:41


AP Audio Stories
US stocks are mixed as Wall Street sees both good and bad in Big Tech profits, US-China relations

AP Audio Stories

Play Episode Listen Later Oct 30, 2025 0:40


U.S. stocks are mixed as Wall Street weighs Big Tech profits and US-China relations.

China Global
The Fourth Plenum: Decoding China's Roadmap to 2030

China Global

Play Episode Listen Later Oct 28, 2025 30:15


From October 20-23, the Central Committee of the Chinese Communist Party held its Fourth Plenum in Beijing, marking an important moment as the Party sets the direction for China's development for the next five years. The session adopted recommendations for the 15th Five-Year Plan, endorsing Xi Jinping's goals of high-quality development, scientific and technological self-reliance, and strengthening national security in response to rising global instabilities. The Central Committee also announced the replacement of 11 members, the highest personnel turnover since 2017 amid an ongoing anti-corruption purge in the military. To discuss the plenum's outcomes, we are joined by Jonathan Czin. Jonathan is a leading expert on Chinese politics and foreign policy. He holds the Michael H. Armacost Chair in Foreign Policy Studies and is a fellow in the John L. Thornton China Center at the Brookings Institution. He previously led the intelligence community's analysis of Chinese politics and policy making at the CIA and also spent two years as director for China at the National Security Council during the Biden administration.  Timestamps:  [00:00] Start  [01:36] Why the Fourth Plenum Matters  [03:37] Key Takeaways: Policy Continuity and Political Purges  [05:07] Zhang Shengmin and Xi Jinping's Military Ambitions  [09:23] Signals and Adjustments in Economic Planning  [11:56] Previewing the 15th Five-Year Plan  [13:33] Xi Jinping's Growing Confidence  [17:42] Political Messaging and Choreography  [20:21] Language in the Communique: “Strategic Resolve”  [22:28] What to Expect from the Xi-Trump Summit  [26:38] Is Beijing Worried the Summit Could Backfire? 

China Desk
Ep. 76 - Tom Switzer

China Desk

Play Episode Listen Later Oct 21, 2025 43:36


In this episode of The China Desk, host Steve Yates speaks with Tom Switzer, former senior fellow at the Center for Independent Studies and veteran journalist, about Australia's evolving relationship with China and the United States. Switzer explains how Australia shifted from optimism about China's integration into the liberal world order to a posture of strategic realism. The discussion explores:- How Australia's view of the U.S.–China rivalry has changed since the 1990s- The political and public response to China's military and economic rise- The fate of the AUKUS defense pact under shifting global power dynamics- What “foreign policy realism” means in an era of great-power competition This candid conversation breaks down how democracies like Australia balance prosperity with security — and what that means for U.S. allies across the Indo-Pacific. Watch Full-Length Interviews: https://www.youtube.com/@ChinaDeskFNW

China Global
Power, Pressure, and Partnerships: China in Southeast Asia

China Global

Play Episode Listen Later Oct 14, 2025 27:37


China's ties with Southeast Asia states are increasingly consequential for regional stability and global geopolitics. Over the past two decades, China has become the region's largest trading partner and a major source of investment and infrastructure financing. At the same time, China growing military presence and aggressive behavior in the South China Sea have caused anxiety and have prompted a number of Southeast Asian nations to seek closer security ties with the United States and other partners.  The Trump administration's policies of imposing tariffs, reducing foreign assistance, and implementing stricter immigration regulations have begun to erode US influence across the region, further encouraging Southeast Asian countries to rely on each other and to diversify their relationships with external partners.    To discuss Beijing's evolving approach to Southeast Asia and the efficacy of its policies, we are joined on the podcast today by Dr. Chong Ja Ian. He is an Associate Professor of Political Science at the National University of Singapore and a nonresident fellow at Carnegie China. Ian's research focuses on Chinese politics, foreign policy, and US-China relations. Timestamps[00:00] Intro[01:50] China's Tools and Objectives in SEA[03:02] Economic Relations with SEA[05:52] Success and Failures of Beijing's SEA Strategy[07:47] Regional Media and Influence[11:40] SEA Views on China: Consensus and Discord[14:55] Regional Strategy Post-Trump[18:22] SEA Reactions to China Taking Taiwan by Force[22:40] Crisis Planning and How it Could Change[24:10] Long-Term Outlooks for China-SEA Relations 

The Dividend Cafe
Tuesday - October 7, 2025

The Dividend Cafe

Play Episode Listen Later Oct 7, 2025 8:25


Market Update and Geopolitical Insights: October 7th Analysis In this episode of Dividend Cafe, Brian Szytel provides an update on the financial markets as of Tuesday, October 7th. He covers the recent performance of the DOW, S&P, and Nasdaq, highlighting a moderate sell-off in technology and value names. He also discusses the recent government shutdown impacting economic data release and provides insights on various Fed governors' positions on inflation and monetary policy. Additionally, the episode delves into significant geopolitical topics, such as the Russia-Ukraine conflict's impact on energy prices, evolving US-China relations, and the increasing risks related to maritime shipments. Lastly, Brian addresses a listener's question regarding the health and implications of companies going private. 00:00 Introduction and Market Overview 01:09 Federal Reserve Updates 02:51 Geopolitical Insights 03:43 US-China Relations and Global Trade 05:36 Private Companies and Market Liquidity 06:28 Conclusion and Sign Off Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Topchefernes strategi med Niels Lunde
Hun rådgiver verdens største virksomheder: Sådan navigerer topchefer i global uro

Topchefernes strategi med Niels Lunde

Play Episode Listen Later Oct 3, 2025 41:58


Karen Harris er leder af Macro Trends Group hos Bain & Company, hvor hun rådgiver store globale virksomheder. Karen Harris var på et kort visit i København forleden, hvor hun mødtes med danske topchefer. Niels Lunde var med undervejs, og taler med Karen Harris om hvordan private virksomheder kan forstå den nye verdensorden. Karen Harris er uddannet fra Harvard Business school, Columbia Law School og Stanford University. Hun er medlem af blandt andet Council on Foreign Relations og the National Committee on US-China Relations. Gæst: Karen Harris, Bain & Co. 02.04: Hvordan leder man i en verden som bliver mere uforudsigelig? 10.39: Hvordan gør man sig mere robust – sådan at robusthed bliver en konkurrencefordel, og ikke bare en omkostning? 17.40: Hvordan skelner man mellem støj og varige forandringer 27.14: Hvilke kompetencer er vigtige når man skal konkurrere i den nye kommercielle virkelighed? 33.30: Hvordan ser man muligheder i en turbulent tid? 36.38: Niels' opsamling. Producer: Mie Hee Christensen.

NCUSCR Interviews
China & The Hill: Pentagon Orders Expansion of U.S. Missile Stockpiles, China to Stop Seeking WTO Special Treatment, U.S. Expands Entity List to Subsidiaries

NCUSCR Interviews

Play Episode Listen Later Oct 1, 2025 5:21


China & the Hill is now on Substack!  China & the Hill is a weekly newsletter covering Washington DC's China-focused debates, actions, and reactions. Readers will receive a curated digest of each week's most pressing U.S.-China news and its impact on businesses and policy, and can listen to the top stories in podcast form on the U.S.-China Podcast.

China Desk
Ep. 74 - Nick Eftimiades

China Desk

Play Episode Listen Later Sep 30, 2025 44:15


In this episode of The China Desk Podcast, host Steve Yates sits down with veteran intelligence officer and author Nick Eftimiades to explore the tactics behind Chinese espionage. Drawing on decades of experience at the CIA, DIA, and State Department, Eftimiades explains how Beijing uses a “whole-of-society” approach—spanning the Ministry of State Security, PLA, United Front, state-owned enterprises, and academia—to gather intelligence and influence U.S. policy. He discusses the evolution of Chinese spy craft from the Cold War to Xi Jinping's era, the Thousand Talents Program, elite capture, and the massive transfer of American intellectual property. The conversation closes with urgent steps the U.S. must take to counter China's operations at the federal, state, and local levels. Watch Full-Interviews: https://www.youtube.com/@ChinaDeskFNW  

Macro Hive Conversations With Bilal Hafeez
Ep. 327: Ryan Hass on China's Patient Power Play, and US-China Relations

Macro Hive Conversations With Bilal Hafeez

Play Episode Listen Later Sep 25, 2025 31:25


Ryan Hass is director of the John L. Thornton China Center and the Chen-Fu and Cecilia Yen Koo Chair in Taiwan Studies at Brookings. He is also a senior fellow in the Center for Asia Policy Studies. Ryan focuses his research and analysis on enhancing policy development on the pressing political, economic, and security challenges facing the United States in East Asia. Before Brookings, Ryan served as the director for China, Taiwan and Mongolia at the National Security Council (NSC) staff. Prior to joining the NSC, Ryan served as a Foreign Service Officer in US Embassy Beijing. Ryan is the author of ‘Stronger: Adapting America's China Strategy in an Age of Competitive Interdependence'. In this podcast we discuss China's strategic worldview and ‘rightful place' in world, US-China relations, China playing hardball with Europe, and much more.    Follow us here for more amazing insights: https://macrohive.com/home-prime/ https://twitter.com/Macro_Hive https://www.linkedin.com/company/macro-hive

China Desk
Ep. 73 - Joseph Cella

China Desk

Play Episode Listen Later Sep 23, 2025 33:22


Former U.S. Ambassador Joseph Cella returns to The China Desk Podcast to expose the growing threats posed by the Chinese Communist Party at home and abroad. From Michigan universities tied to Beijing and smuggling attempts involving dangerous biological materials, to the risks of agro-terrorism against America's food supply, Cella details how local and federal leaders are responding. The discussion also turns to the Pacific Islands, where China's aggressive expansion challenges U.S. allies and global stability. This episode dives deep into national security, foreign influence, and the bipartisan fight to counter CCP malign activities. Check out Full-Length Videos: https://www.youtube.com/@ChinaDeskFNW

China Desk
Ep. 72 - Andrew Phelan

China Desk

Play Episode Listen Later Sep 16, 2025 49:27


On this episode of The China Desk Podcast, host Steve Yates speaks with Andrew Phelan—Australian entrepreneur, writer, and former diplomat—about the rise and transformation of China from Deng Xiaoping's reforms to Xi Jinping's wolf warrior diplomacy. Phelan shares his personal experiences living and working in China, explains how offshoring hollowed out Western industry, and warns of Beijing's strategy to “Delete America” while reshaping global rules. The discussion covers U.S.-China decoupling, Australia's pushback over COVID origins, transnational repression, and the urgent need for democracies to defend sovereignty.Watch Full-Length Interviews on Youtube: https://www.youtube.com/@ChinaDeskFNW

The China-Global South Podcast
The Trump, Xi Foreign Policy Duel in Southeast Asia

The China-Global South Podcast

Play Episode Listen Later Sep 9, 2025 38:11


Two sharply contrasting foreign policy visions emerged this week from China and the United States. In Beijing, President Xi Jinping outlined an agenda in talks with fellow BRICS leaders that directly challenged Donald Trump's “America First” doctrine, urging instead for stronger multilateral cooperation. Meanwhile in Washington, reports surfaced of a potential overhaul in U.S. security strategy, shifting the Pentagon's focus away from countering China abroad toward reinforcing defenses at home and across the Western Hemisphere. No other region around the world has as much at stake in this duel as Southeast Asia, effectively the frontline in the simmering great power rivalry. Dylan Loh, an associate professor at Nanyang Technological University in Singapore and a leading expert on Chinese foreign policy, joins Eric to discuss how Southeast Asian policymakers are responding to the mounting pressure coming from both Washington and Beijing. JOIN THE DISCUSSION: X: @ChinaGSProject | @eric_olander Facebook: www.facebook.com/ChinaAfricaProject YouTube: www.youtube.com/@ChinaGlobalSouth Now on Bluesky! Follow CGSP at @chinagsproject.bsky.social FOLLOW CGSP IN FRENCH: www.projetafriquechine.com | @AfrikChine JOIN US ON PATREON! Become a CGSP Patreon member and get all sorts of cool stuff, including our Week in Review report, an invitation to join monthly Zoom calls with Eric & Cobus, and even an awesome new CGSP Podcast mug! www.patreon.com/chinaglobalsouth

China Desk
China Desk Weekly: U.S. Military Signals, North Korea, and Beijing's Calculus

China Desk

Play Episode Listen Later Sep 8, 2025 2:58


Stay ahead of the shifting balance between the United States and China with China Desk Weekly. In this episode, host Steve Yates unpacks a striking New York Times story hinting at a covert U.S. special operation on North Korea's coast. From secret missions in Iran to bomber flyovers during high-stakes summits, America continues to flex its reach. What do these signals mean for Beijing's leaders as they weigh aggression in Asia against U.S. resolve? Join us for clear, no-nonsense analysis of China's perception of U.S. power—and why it matters for global security.Watch Full Video-Version:Youtube: https://www.youtube.com/@ChinaDeskFNW 

NCUSCR Interviews
Unearthing Leverage: Critical Minerals in U.S.-China Competition

NCUSCR Interviews

Play Episode Listen Later Aug 27, 2025 41:47


Critical minerals have become a cornerstone of economic and geopolitical competition, essential to technologies from EVs to advanced defense systems. China's dominance in the sector reflects decades of strategic planning and global shifts in supply chains. This conversation examines how China attained its current position, the scale of its capacity, and why these minerals are so vital to national security and the energy transition. It also considers how recent global disruptions, including the war in Ukraine, COVID-19, and the U.S.-China trade war, have exposed strategic vulnerabilities in mineral supply chains. In response, the United States and its partners are seeking alternative supply chains through multilateral initiatives and emerging technologies to reduce dependence on China. As the global demand for critical minerals surges, policy choices made now will shape the future of technological leadership and economic resilience.  About the speakers

The Health Ranger Report
Trump's TARIFF WAR on India will cause supply chain CHAOS for U.S. businesses, data centers and hospitals (Brighteon Broadcast News, Aug 6, 2025)

The Health Ranger Report

Play Episode Listen Later Aug 6, 2025 193:47


- Good News from HHS and Secretary Kennedy (0:10) - Analysis of RFK Jr's Announcement (6:57) - Critique of Trump's Tariffs on India (11:01) - Impact of Trump's Tariffs on India-US Relations (19:04) - Economic Consequences of Trump's Policies (38:50) - Introduction to Chapter Two of the Financial Big Bang (41:13) - Details of the Gold Revaluation Plan (47:01) - Conclusion of Chapter Two and Introduction to Chapter Three (58:38) - Analysis of Stable Coins and Their Limitations (1:14:01) - Introduction to the 50-Year Treasury Gold IOU (1:26:21) - Trump's Proposal for Treasury Debt Conversion (1:26:44) - Financial Troubles of Major Holders (1:33:10) - Trump's Financial Strategies (1:36:18) - Challenges in Collecting Student Loan Debt (1:37:18) - Military and Federal Land Assets (1:40:23) - Trump's Nuclear War Strategy (1:47:43) - Economic and Political Implications (1:50:59) - Jeffrey Prather's Analysis of FBI's New Zealand Office (2:00:45) - Trump's Foreign Policy and Its Impact (2:23:58) - The Role of Israel and the Deep State (2:24:17) - The Future of US-China Relations (2:24:35) - Epstein's Connections and the Trump Administration (2:25:39) - Blackmail and Cover-ups in the Trump Administration (2:52:49) - Trump's Moral Responsibility and the Deep State (2:55:54) - The Greater Israel Concept and Trump's Role (2:58:03) - Congressional Rituals and Moral Foundations (3:01:01) - The Role of Morality in Politics and Society (3:05:50) For more updates, visit: http://www.brighteon.com/channel/hrreport NaturalNews videos would not be possible without you, as always we remain passionately dedicated to our mission of educating people all over the world on the subject of natural healing remedies and personal liberty (food freedom, medical freedom, the freedom of speech, etc.). Together, we're helping create a better world, with more honest food labeling, reduced chemical contamination, the avoidance of toxic heavy metals and vastly increased scientific transparency. ▶️ Every dollar you spend at the Health Ranger Store goes toward helping us achieve important science and content goals for humanity: https://www.healthrangerstore.com/ ▶️ Sign Up For Our Newsletter: https://www.naturalnews.com/Readerregistration.html ▶️ Brighteon: https://www.brighteon.com/channels/hrreport ▶️ Join Our Social Network: https://brighteon.social/@HealthRanger ▶️ Check In Stock Products at: https://PrepWithMike.com

The Health Ranger Report
RED ALERT: Globalist Mass Extermination Agenda is ACCELERATING Under Trump (Brighteon Broadcast News, July 29, 2025)

The Health Ranger Report

Play Episode Listen Later Jul 29, 2025 206:28


- Interview with Matt Kim on VPN Privacy and Surveillance (0:10) - Speculation on Trump's Provocation of Russia (2:46) - Trump's Nuclear War Threats and Their Implications (19:44) - The Role of Israel and the Deep State in US Politics (29:57) - The Economic and Political Impact of Trump's Policies (40:44) - The Depopulation Agenda and Health Concerns (1:00:40) - The Role of Health Insurance and Personal Responsibility (1:07:59) - The Broader Implications of US Foreign Policy (1:18:11) - The Role of Media and Public Perception (1:18:30) - The Future of US-China Relations and Global Power Dynamics (1:18:50) - Surviving Modern Challenges and Bio-Weapons Documentary (1:19:08) - Promoting Health and Supporting Free Speech (1:27:38) - Historical Bio-Weapons Experiments and Government Deception (1:30:34) - Modern Bio-Weapons and Vaccine Risks (1:33:29) - Government Agencies and Depopulation Agenda (1:37:44) - Introduction of Matt Kim and VP.Net (1:41:51) - Technical Details and User Trust (1:50:26) - Privacy Challenges and Market Strategy (1:58:29) - Legal and Ethical Considerations (2:13:23) - Future Plans and Broader Impact (2:13:40) - Encouraging Independent Thought and Activism (2:18:04) - Discussion on Naming and Language Models (2:35:46) - Introduction of VP.net and Decentralization (2:43:00) - Political and Ethical Implications of VPNs (2:46:44) - Financial Transactions and Asset Protection (2:47:47) - Introduction to UNAs and Their Benefits (2:56:11) - Health Ranger Store and Product Recommendations (3:06:35) - Decentralization and the Impact of Decentralized TV (3:18:55) - Conclusion and Future Plans (3:21:50) For more updates, visit: http://www.brighteon.com/channel/hrreport NaturalNews videos would not be possible without you, as always we remain passionately dedicated to our mission of educating people all over the world on the subject of natural healing remedies and personal liberty (food freedom, medical freedom, the freedom of speech, etc.). Together, we're helping create a better world, with more honest food labeling, reduced chemical contamination, the avoidance of toxic heavy metals and vastly increased scientific transparency. ▶️ Every dollar you spend at the Health Ranger Store goes toward helping us achieve important science and content goals for humanity: https://www.healthrangerstore.com/ ▶️ Sign Up For Our Newsletter: https://www.naturalnews.com/Readerregistration.html ▶️ Brighteon: https://www.brighteon.com/channels/hrreport ▶️ Join Our Social Network: https://brighteon.social/@HealthRanger ▶️ Check In Stock Products at: https://PrepWithMike.com

Cognitive Dissidents
Fiscal Reality and Financial Repression

Cognitive Dissidents

Play Episode Listen Later Jul 29, 2025 62:24


Jacob Shapiro sits down with Luke Gromen for a wide-ranging discussion about AI's disruption, the U.S. fiscal outlook, and global power dynamics. Jacob noted that AI is rapidly commoditizing data and could upend white-collar industries, but he and Luke agreed that intuition and discerning quality data points remain critical. They dug into Europe's strategic weaknesses, the U.S.-China rivalry, and vulnerabilities in supply chains like rare earths. On the U.S. fiscal front, Luke argued that the government must financially repress bondholders, with stablecoins potentially becoming a tool for yield curve control. They closed with a look at Bitcoin's growing role as a “neutral reserve asset.”--Timestamps:(00:00) - Introduction (01:17) - The Impact of AI on Research and Content Creation(05:18) - Economic Predictions and Intuitive Analysis(11:38) - Concerns About AI and Future Job Markets(16:45) - Geopolitical Surprises and Strategic Incompetence(23:14) - US-China Relations and Rare Earth Vulnerabilities(30:14) - Fiscal and Monetary Health of the United States(27:00) - US-China Relations Again(31:09) - Restructuring Debt and Inflation Concerns(32:17) - Housing Market and Inflation Dynamics(33:45) - Economic Policies and Market Reactions(38:57) - Stable Coins and US Fiscal Strategy(50:30) - Bitcoin as a Reserve Asset(01:00:18) - Investment Advice and Final Thoughts--Jacob Shapiro Site: jacobshapiro.comJacob Shapiro LinkedIn: linkedin.com/in/jacob-l-s-a9337416Jacob Twitter: x.com/JacobShapJacob Shapiro Substack: jashap.substack.com/subscribe --The Jacob Shapiro Show is produced and edited by Audiographies LLC. More information at audiographies.com --Jacob Shapiro is a speaker, consultant, author, and researcher covering global politics and affairs, economics, markets, technology, history, and culture. He speaks to audiences of all sizes around the world, helps global multinationals make strategic decisions about political risks and opportunities, and works directly with investors to grow and protect their assets in today's volatile global environment. His insights help audiences across industries like finance, agriculture, and energy make sense of the world.--This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp

WORLD OVER
FBI Spying on Catholics? Dead Sea Scrolls, Rise of Socialism, HHS & Organ donation, US-China Relations

WORLD OVER

Play Episode Listen Later Jul 25, 2025 60:00


Chris Bedford on the rise of socialist mayoral candidates in major U.S. cities, and the latest political news. Gordon Chang on U.S. trade strategy in Asia, and Chinese espionage in the U.S. Jim Jordan on the House Judiciary hearing that revealed more details on the FBI spying on traditional Catholics. Melissa Giller on the Dead Sea Scrolls Exhibition currently being shown at the Reagan Library. 

Cognitive Dissidents
The White Nationalist Social Democracy

Cognitive Dissidents

Play Episode Listen Later Jul 18, 2025 69:16 Transcription Available


Jacob interviews Dr. Van Jackson, an international relations scholar specializing in East Asian and Pacific security. They discuss the accelerating pace and volatility of U.S. foreign policy, characterizing Trump-era actions as part of a broader counter-revolutionary, oligarchic project. Van critiques both major U.S. parties and highlights the risk of diversionary wars as legitimacy crises grow. They explore the geopolitics of Iran, Israel, and China, and conclude with insights on North Korea and potential U.S. troop withdrawal from South Korea, outlining a rare “win-win-win” scenario for all parties on the Korean Peninsula.--Timestamps:(00:00) - Introduction(04:52) - Discussion on US Power and Global Politics(08:30) - Middle East Policy and US-Israel Relations(16:30) - Defining Fascism and White Nationalism(23:32) - Trump's Base and Political Dynamics(30:07) - Potential Diversionary Conflicts and Foreign Policy(35:19) - The Inevitability of War with China(35:52) - China's Strategic Interests in Taiwan and the South China Sea(36:49) - The Role of Allies in US-China Relations(38:25) - The Controversy Over Arming Allies(40:57) - Trump's Foreign Policy and Its Impact on Alliances(42:56) - Japan and South Korea's Dilemma(46:42) - The Future of US Hegemony and Global Alliances(51:01) - The Role of the Democratic Party in US Politics(58:52) - North Korea's Nuclear Deterrent and US Relations(01:05:15) - Potential US Troop Withdrawal from South Korea(01:08:49) - Conclusion and Final Thoughts--Jacob Shapiro Site: jacobshapiro.comJacob Shapiro LinkedIn: linkedin.com/in/jacob-l-s-a9337416Jacob Twitter: x.com/JacobShapJacob Shapiro Substack: jashap.substack.com/subscribe --The Jacob Shapiro Show is produced and edited by Audiographies LLC. More information at audiographies.com --Jacob Shapiro is a speaker, consultant, author, and researcher covering global politics and affairs, economics, markets, technology, history, and culture. He speaks to audiences of all sizes around the world, helps global multinationals make strategic decisions about political risks and opportunities, and works directly with investors to grow and protect their assets in today's volatile global environment. His insights help audiences across industries like finance, agriculture, and energy make sense of the world.--This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp

The Bid
227: Best of: A Macro and Geopolitical Outlook – Live from Davos

The Bid

Play Episode Listen Later Jul 18, 2025 28:38


Over the summer, The Bid brings back some of the best episodes from the last year. Kicking off the series, hosts Oscar and Stevie take a look back on one of the most popular episodes, recorded live on location in Davos, Switzerland.In a special episode recorded from Davos, host Oscar Pulido is joined by Philipp Hildebrand, Vice Chairman of BlackRock, and Tom Donilon, Chairman of the BlackRock Investment Institute, to discuss the latest insights on the macroeconomic and geopolitical outlook for 2025. Philipp and Tom will provide their expert analysis on how these dynamics are shaping the global economic environment and what it means for investors and policymakers, offering listeners a behind-the-scenes perspective from Davos. Original episode aired January 24th 2025Key moments in this episode:00:00 Introduction to The Bid's Best of Summer Series00:49 Oscar's Favorite Episode: Geopolitics Live from Davos03:02 Insights from Davos: Geopolitical and Economic Outlook05:35 The Impact of AI and Technology07:41 US-China Relations and Global Fragmentation10:59 Economic Outlook for 202518:02 Europe's Response to Global Challenges26:00 Reflections and Closing Remarks

AI Chat: ChatGPT & AI News, Artificial Intelligence, OpenAI, Machine Learning

This conversation, Jaeden delves into Nvidia's recent decision to resume shipping AI chips to China after navigating complex regulatory restrictions. It explores the implications of US-China relations on technology exports, Nvidia's strategic responses, and the broader impact on the AI landscape.Try AI Box: ⁠⁠https://AIBox.ai/⁠⁠AI Chat YouTube Channel: https://www.youtube.com/@JaedenSchaferJoin my AI Hustle Community: https://www.skool.com/aihustle/aboutChapters00:00 Nvidia's Return to China: A Regulatory Overview02:50 The Impact of US-China Relations on AI Technology05:42 Nvidia's Strategic Moves and Future Prospects

World Business Report
Are US-China relations back on track?

World Business Report

Play Episode Listen Later Jun 27, 2025 26:27


The US and China have agreed a new trade deal. Will it finally improve relations between the world's two biggest economies and speed up the flow of strategic minerals? Bisi Adebayo will be discussing why it is such a big deal. In Brazil, the Supreme Court is taking on Big Tech firms after ruling that social media platforms can now be held directly responsible for users' illegal posts.And it's the end of an era, as Microsoft finally waves goodbye to the dreaded blue screen of death after 40 years. The latest business and finance news from around the world, on the BBC.

The P.A.S. Report Podcast
Inside China's Influence Machine: From Hollywood to Washington, D.C.

The P.A.S. Report Podcast

Play Episode Listen Later Jun 25, 2025 35:00


In this eye-opening episode of The P.A.S. Report, Professor Nick Giordano welcomes back Chris Fenton, author of Feeding the Dragon: Inside the Trillion Dollar Dilemma Facing Hollywood, the NBA, and American Business. They explore how China uses economic leverage, propaganda, and soft power to infiltrate American institutions, from corporate boardrooms to TikTok's algorithm. Fenton breaks down why U.S. companies and even government officials refuse to challenge the CCP, and how American culture has been co-opted to serve Chinese interests. With tensions escalating globally, this is a conversation every American needs to hear. Episode Highlights Why Hollywood and major U.S. businesses bend over backwards to appease the Chinese Communist Party How TikTok became China's most powerful tool to influence and divide America's youth Why the U.S. must prioritize national security over profits and end our dangerous dependency on Beijing

Market Maker
What Happened In Markets This Week: Oil's Spike, US CPI & US-China Trade Talks

Market Maker

Play Episode Listen Later Jun 13, 2025 40:50


Markets erupted this week as oil spiked 13% overnight following Israeli strikes on Iran. Anthony and Piers unpack what it all means from geopolitical shockwaves to the tactical chaos of trading during breaking news.They also dive into the concept of backwardation and why it's dominated the oil market for years, despite the headlines. Plus, what U.S. inflation data reveals about Trump's tariff strategy and the real pressure behind his attacks on Fed Chair Jerome Powell.With the Fed meeting looming, a surging FTSE defying weak UK GDP, and signs of a subtle U.S.–China détente in London, this episode helps you connect the dots in a world full of noise.(00:00) Intro & Key Themes in Focus(02:14) Market Reactions to Geopolitical Events(12:33) Understanding Oil Market Dynamics(17:47) US Inflation Data and Its Implications(25:39) Trump Pressures the Fed to Cut(27:50) US-China Relations and Market Impact(32:45) UK GDP and the Resilience of the FTSE 100

The Peter Zeihan Podcast Series
Finally, Some Clarity on US-China Relations || Peter Zeihan

The Peter Zeihan Podcast Series

Play Episode Listen Later Jun 11, 2025 4:20


It's a bird, it's a plane, it's...some long-awaited clarity on US-China relations. Here are the two major developments that we're tracking and what they mean moving forward.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/finally-some-clarity-on-us-china-relations

Tallberg Foundation podcast
Mutually Assured Madness?

Tallberg Foundation podcast

Play Episode Listen Later Jun 5, 2025 42:12


We're living through a moment of global upheaval—where the old order is crumbling, and the future feels dangerously uncertain. At the heart of this instability is the evolving, uneasy relationship between the U.S. and China: two powers with the ambition and capacity to shape whatever comes next, yet with fundamentally different worldviews. In this episode of New Thinking for a New World, we hear from Chandran Nair, founder of the Global Institute for Tomorrow, a Pan-Asian think tank. Speaking from an Asian perspective, Nair argues that China may be more clear-eyed than the West about how the world should work. Is he right? Listen and decide for yourself.

Ganbei
Revisiting U.S.-China Relations: Manufacturing, Tariffs, and Opportunities with John Ling

Ganbei

Play Episode Listen Later Jun 4, 2025 41:12


Revisiting U.S.-China Relations: Manufacturing, Tariffs, and Opportunities with John LingWelcome to another episode of the Asia Business Podcast. This week, we're joined by John Ling, Managing Director at LinVest Consulting. John has a wealth of experience in facilitating inbound foreign investment into the United States, particularly from China. As the dynamics between the US and China continue to evolve, John provides an essential perspective on the current state of manufacturing investments and the impact of tariffs on these decisions.Connect with JohnVisit LinVestA Glimpse into the US-China Tariff LandscapeIn light of ongoing trade tensions, tariffs have become a significant factor influencing Chinese companies' decisions to manufacture in the US. John explains that while tariffs are a considerable consideration, they are by no means the sole driver for Chinese investments. Other critical factors include supply chain stability and the state of overcapacity within China. This comprehensive approach has led many Chinese companies to view the US as a lucrative market opportunity.Historical Context and Current TrendsJohn delves into the history of Chinese investments in the US, reminiscing about the pioneers who dared to establish manufacturing operations in America decades ago. This historical context provides a backdrop to current trends, where meaningful Chinese investment projects are increasingly commonplace. Despite political headwinds and the complexities of US tariff policies, many projects have thrived, demonstrating the long-term profitability of these ventures.Challenges and Strategic AdaptationsDespite the challenges posed by tariffs, especially those reaching as high as 145% on certain products, Chinese companies have found innovative ways to adapt. For instance, some have capitalized on their operational excellence and responsiveness to customer demands. This adaptability has allowed them to maintain competitiveness in the US market, often outpacing domestic peers in terms of quality and pricing.Joint Ventures and Local PartnershipsAn interesting development noted by John is the growing openness among Chinese investors to consider joint ventures and partnerships in the US. This trend mirrors the historical path taken by US companies entering China and is seen as a strategic move to mitigate risks and foster cooperation. Such collaborations hold promise in bridging cultural and operational gaps, benefiting both parties involved.Policy and Incentive LandscapeWhile some may have anticipated increased incentives from state and federal governments, the reality is more nuanced. John emphasizes that decisions to invest should not rely solely on incentives but rather on broader strategic considerations. Nonetheless, a fair and stable political environment remains crucial for planning significant capital investments.Forecasting Future DevelopmentsLooking forward, John remains optimistic about the potential for improved US-China relations, driven by mutual benefits and strategic interests. He speculates that as governments engage in negotiations, more opportunities for Chinese manufacturing projects in the US may arise. This could mirror the path taken by Japanese companies decades ago, fostering better understanding and trust between nations.Conclusion and Contact InformationIn closing, the conversation with John Ling sheds light on the intricate interplay of tariffs, strategic adaptation, and international partnerships shaping the manufacturing landscape between China and the US. For those interested in further insights or potential collaborations, John is accessible via LinkedIn or through LinVest LLC. Timestamps00:00 Introduction and Guest Welcome00:54 Impact of Tariffs on Chinese Manufacturing in the US01:16 Historical Context and Evolution of Chinese Investment03:48 Current Challenges and Strategic Adjustments07:44 Success Stories and Future Outlook16:13 Government Policies and Incentives25:11 Cultural and Operational Insights37:24 Conclusion and Contact Information  ProducerJacob ThomasFollow UsLinkedInApple Podcasts

NCUSCR Interviews
Forging a New Path Forward: Navigating the Future of U.S.-China Relations

NCUSCR Interviews

Play Episode Listen Later Jun 2, 2025 53:53


At a time of heightened tension and strategic recalibration, the U.S.-China relationship is undergoing significant change as the Trump Administration announces high tariffs on Chinese goods and trade and investment restrictions while also signaling that President Trump may be open to negotiations. Sino-American competition is intensifying across economic, political, and technological realms, and opportunities for collaboration to tackle global issues such as AI governance, climate change, and public health remain elusive. From debates over trade and industrial policy to diverging visions of the global order, the world's two largest powers are navigating a period of profound uncertainty. Alison Friedman, Andrew Polk, and Jessica Chen Weiss joined NCUSCR President Stephen Orlins on May 20 for the National Committee's annual Members' Program, where they discussed the state of the U.S.-China relationship from cultural, economic and trade, and political perspectives. About the speakers

China Global
The Trajectory of US-China Relations Post-Geneva Talks

China Global

Play Episode Listen Later May 27, 2025 30:27


The United States and China reached a 90-day truce in the trade war when their representatives met in Geneva in early May. Both sides agreed to temporarily roll back tariffs and non-tariff trade barriers. President Trump announced that a “total reset” in US-China relations had been achieved. Beyond the hyperbole, the two sides agreed to establish a mechanism on economics and trade and launch negotiations to address trade imbalances and other problems. Whether a deal is reached, what it might look like, and what it might include, remains to be seen. The future trajectory of US-China relations, overall, is still unclear.This episode highlights a Chinese perspective on the US-China bilateral relationship, including on the recent trade talks and the factors that will influence US-China relations going forward. Sun Chenghao, a fellow and head of the U.S.-Europe program at Tsinghua University's Center for International Security and Strategy (CISS), and council member of the Chinese Association of American Studies joins host Bonnie Glaser for this episode.  Timestamps[00:00] Start[01:39] What does Trump want from China? [04:29] What view does Dr. Sun hold?[05:00] Assessing the US-China Geneva Talks[09:21] Feasibility of a Broad US-China Trade Deal[13:23] Implications of Trump's “Unification” Comment[16:46] Importance of the Strategic Channel[20:47] Declining America, Rising China[23:27] Shift in US Policy Toward Alliances[27:49] The Future of US-China Relations

New Books Network
Nicholas Borst, "The Bird and the Cage: China's Economic Contradictions" (Palgrave MacMillan, 2025)

New Books Network

Play Episode Listen Later May 17, 2025 57:26


The Chinese Communist Party's complex and contradictory embrace of capitalism has played a pivotal role in shaping China's economic reforms since the late 1970s. The Bird and the Cage: China's Economic Contradictions (Palgrave MacMillan, 2025) explores the persistent tensions between state control and market forces in China. It shows how these tensions provide a framework to understand Xi Jinping's recent efforts to tighten control over the Chinese economy. It also evaluates the broader implications of these policies for China's economic trajectory and its global trade relationships. Nicholas Borst is vice president and director of China research at Seafarer Capital Partners, and a member of the seventh cohort of the Public Intellectuals Program of the National Committee on US-China Relations. Prior to joining Seafarer, he was a senior analyst at the Federal Reserve Bank of San Francisco covering financial and economic developments in Greater China. Previously, Mr. Borst was the China program manager and a research associate at the Peterson Institute for International Economics. He also worked as an analyst at the World Bank, reviewing Chinese overseas investment projects. He was the founder and editor of the Peterson Institute's China Economic Watch blog, the co-founder of the Federal Reserve's Pacific Exchanges blog and podcast, and the founder of Seafarer's Prevailing Winds blog. His research and commentary have been featured in the Financial Times, The Wall Street Journal, The Economist, Bloomberg, The Wire China, and South China Morning Post. He has testified before the U.S.-China Economic and Security Review Commission on two occasions. Mr. Borst holds a B.A. in political science and international studies from the University of Arizona. He holds a certificate in Chinese studies from The Johns Hopkins University – Nanjing University Center and a master's degree in international relations and economics from the Johns Hopkins University School of Advanced International Studies. He is a CFA charterholder and a member of the CFA Institute. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/new-books-network

New Books in East Asian Studies
Nicholas Borst, "The Bird and the Cage: China's Economic Contradictions" (Palgrave MacMillan, 2025)

New Books in East Asian Studies

Play Episode Listen Later May 17, 2025 57:26


The Chinese Communist Party's complex and contradictory embrace of capitalism has played a pivotal role in shaping China's economic reforms since the late 1970s. The Bird and the Cage: China's Economic Contradictions (Palgrave MacMillan, 2025) explores the persistent tensions between state control and market forces in China. It shows how these tensions provide a framework to understand Xi Jinping's recent efforts to tighten control over the Chinese economy. It also evaluates the broader implications of these policies for China's economic trajectory and its global trade relationships. Nicholas Borst is vice president and director of China research at Seafarer Capital Partners, and a member of the seventh cohort of the Public Intellectuals Program of the National Committee on US-China Relations. Prior to joining Seafarer, he was a senior analyst at the Federal Reserve Bank of San Francisco covering financial and economic developments in Greater China. Previously, Mr. Borst was the China program manager and a research associate at the Peterson Institute for International Economics. He also worked as an analyst at the World Bank, reviewing Chinese overseas investment projects. He was the founder and editor of the Peterson Institute's China Economic Watch blog, the co-founder of the Federal Reserve's Pacific Exchanges blog and podcast, and the founder of Seafarer's Prevailing Winds blog. His research and commentary have been featured in the Financial Times, The Wall Street Journal, The Economist, Bloomberg, The Wire China, and South China Morning Post. He has testified before the U.S.-China Economic and Security Review Commission on two occasions. Mr. Borst holds a B.A. in political science and international studies from the University of Arizona. He holds a certificate in Chinese studies from The Johns Hopkins University – Nanjing University Center and a master's degree in international relations and economics from the Johns Hopkins University School of Advanced International Studies. He is a CFA charterholder and a member of the CFA Institute. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/east-asian-studies

Azeem Azhar's Exponential View
China's catching up to US AI… Here's why it won't matter

Azeem Azhar's Exponential View

Play Episode Listen Later May 14, 2025 49:17


Lennart Heim, a researcher and information scientist at RAND Corporation, joins Azeem Azhar to unpack a provocative claim: China is catching up with US AI capabilities, but it doesn't matter. Timestamps: (00:00) Episode trailer (01:19) Lennart's core thesis (03:26)   Why compute matters so much (07:31)  The investment split between model R&D and model execution (11:18)  How test-time compute impacts costs (16:14) The geopolitics of compute (21:32) Why does the U.S have more compute capacity than China? (25:01)  The trade-off between economic needs and national-security needs (31:54)  How technology change might shift the battlegrounds (35:33)  Dealing with compute and power concentration (48:19)  Concluding quick-fire question  Lennart's links: Twitter/X: https://twitter.com/ohlennartPersonal blog: https://heim.xyz/Azeem's links:Substack: https://www.exponentialview.co/Website: https://www.azeemazhar.com/LinkedIn: https://www.linkedin.com/in/azharTwitter/X: https://x.com/azeemThis was originally recorded for "Friday with Azeem Azhar", a new show that takes place every Friday at 9am PT and 12pm ET. You can tune in through Exponential View on Substack. Produced by supermix.io and EPIIPLUS1 Ltd

Cognitive Dissidents
The Froth of Grift

Cognitive Dissidents

Play Episode Listen Later May 12, 2025 67:02 Transcription Available


In this episode, Jacob Shapiro sits down with Matt Pines, who somehow manages to be both a national security thinker and a Bitcoin whisperer, to talk through the Trump administration's pivot toward crypto, why Bitcoin has suddenly gone strategic, and what it tells us about where the global economy might be headed. They dig into the politics, the policy confusion, and the deeper structural shifts behind the headlines. From U.S.-China competition to financial fragmentation, Matt breaks it down without hype - and helps us try to make sense of how a meme coin presidency ended up building a Bitcoin embassy. It's a wild, smart ride.--Timestamps:(00:00) - Introduction(00:37) - Welcoming Matt Pines(01:27) - Matt's Career Journey(02:45) - Bitcoin Policy Institute(06:21) - Consulting Industry Insights(12:31) - Trump's Shift on Bitcoin(19:16) - Strategic Importance of Bitcoin(26:56) - US-China Relations and Bitcoin(35:53) - Lutnick vs. Bass: A Clash of Personalities(37:13) - Liberation Day and Strategic Shifts(39:38) - The Trade War's Financial Fallout(41:41) - Bitcoin's Role in a Changing World(43:49) - US Strategy and Bitcoin Integration(47:01) - Global Power Dynamics and Bitcoin(57:31) - The Deep State and Elite Civil Wars(01:05:42) - Conclusion and Final Thoughts--Referenced in the Show:--Jacob Shapiro Site: jacobshapiro.comJacob Twitter: x.com/JacobShapCI Site: cognitive.investmentsSubscribe to the Newsletter: bit.ly/weekly-sitrep--The Jacob Shapiro Show is produced and edited by Audiographies LLC. More information at audiographies.com --Jacob Shapiro is a speaker, consultant, author, and researcher covering global politics and affairs, economics, markets, technology, history, and culture. He speaks to audiences of all sizes around the world, helps global multinationals make strategic decisions about political risks and opportunities, and works directly with investors to grow and protect their assets in today's volatile global environment. His insights help audiences across industries like finance, agriculture, and energy make sense of the world.Cognitive Investments is an investment advisory firm, founded in 2019 that provides clients with a nuanced array of financial planning, investment advisory and wealth management services. We aim to grow both our clients' material wealth (i.e. their existing financial assets) and their human wealth (i.e. their ability to make good strategic decisions for their business, family, and career).--This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp

Politics Theory Other
Where do US-China relations go from here? w/ Jake Werner

Politics Theory Other

Play Episode Listen Later Apr 29, 2025 51:41


Jake Werner on US-China relations in the context of the trade war. We discussed why Donald Trump has dialled down his rhetoric over tariffs, and why the term "decoupling" hardly captures the severity of what a breakdown of the economic relations between the US and China will look like. We also talked about the prospects of increased military tension, and whether we can expect the development of proxy wars between the two powers as the relationship between the US and China deteriorates further.

Azeem Azhar's Exponential View
Sir Niall Ferguson decodes Trump, China, and the new world order

Azeem Azhar's Exponential View

Play Episode Listen Later Apr 23, 2025 52:23


Sir Niall Ferguson, renowned historian and Milbank Family Senior Fellow at the Hoover Institution, joins Azeem Azhar to discuss the evolving relationship between the U.S. and China, Trump's foreign policy doctrine, and what the new global economic and security order might look like. (00:00)  What most analysts are missing about Trump (05:43)  The win-win outcome in Europe–U.S relations (11:17)  How the U.S. is reestablishing deterrence (15:50)  Can the U.S. economy weather the impact of tariffs? (23:33) Niall's read on China (29:29)  How is China performing in tech? (33:35)  What might happen with Taiwan (42:43) Predictions for the coming world order Sir Niall Ferguson's links:Substack: Time MachineBooks: War of the World, Doom: The Politics of CatastropheTwitter/X: https://x.com/nfergusAzeem's links:Substack: https://www.exponentialview.co/ Website: https://www.azeemazhar.com/ LinkedIn: https://www.linkedin.com/in/azhar Twitter/X: https://x.com/azeem Our new show This was originally recorded for "Friday with Azeem Azhar" on 28 March. Produced by supermix.io and EPIIPLUS1 Ltd

SmartHERNews
QUICK HIT: China VS USA: WHO WILL WIN the Tariff War?

SmartHERNews

Play Episode Listen Later Apr 17, 2025 16:30


Author, commentator and analyst, Gordon Chang on what every American should know about the current state of China, and what he calls “a contest for the 21st century.” We discuss: President Xi's personal and political vulnerabilities How China may lose or prevail in this trade strand-off What Gordon thinks President Trump can achieve (and what he can't) What China continues to steal And a BIG what to watch for next - including Chinese spies Want More Nonpartisan News?  SUPPORT OUR MISSION   Shop our gear!  If you'd like to help support SmartHER News' mission of a free, independent, nonpartisan press – here's how you can become a SCOOP insider: https://www.scoop.smarthernews.com/get-the-inside-scoop/    Instagram: https://www.instagram.com/smarthernews/  Website: https://smarthernews.com/  YouTube Channel: https://www.youtube.com/smarthernews 

Remarkable Retail
Five Years On: Steve Dennis Dissects the Hits, Misses, and Surprises of Remarkable Retail

Remarkable Retail

Play Episode Listen Later Apr 15, 2025 51:53


In Season 10, Episode 14 of the Remarkable Retail podcast, co-hosts Steve Dennis and Michael LeBlanc deliver a jam-packed episode that blends sharp commentary on today's global retail turbulence with a thoughtful five-year retrospective on Steve's landmark retail strategy book, Remarkable Retail.The first half of the episode centers on the mounting global trade tensions, specifically the deepening tariff war between the U.S. and China. Steve breaks down the financial ripple effects of Trump's temporary tariff pause, from bond market volatility to persistent inflationary pressure. Despite a temporary reprieve, tariffs remain four times higher than pre-war levels, impacting major retail players like Nike, RH, and Lululemon. Smaller retailers are particularly vulnerable, lacking the scale and capital to weather uncertainty.The hosts also tackle other pressing news stories: consumer confidence plummeting, the fallout from the looming de minimis policy change affecting Chinese factory-direct models like Temu and Shein, and the ripple effect this may have on Canadian exporters to the U.S. They highlight luxury retail turbulence as Prada acquires Versace and Saks Global—parent company of Saks Fifth Avenue and Neiman Marcus—faces vendor shipment cutoffs and empty shelves as seen in a Las Vegas store visti. A brief silver lining emerges in Dallas, where a threatened Neiman Marcus flagship gets a temporary lifeline.The second half of the episode is a deep dive into Remarkable Retail: How to Win & Keep Customers in the Age of Disruption, five years after its original release and four years since the COVID-updated second edition. Steve reflects on what inspired him to write the book—observing the collapse of retail's middle and the rise of bifurcation—and how the Eight Essentials framework continues to shape thinking in the industry. He shares which essentials remain relevant, which are now mere table stakes, and why “radical” as a term can be misinterpreted.Steve and Michael explore whether new tech, especially AI, can level the playing field—or merely amplify the advantages of already powerful retailers. Steve hints that if there were ever to be a third edition, it would put more emphasis on human-centered retail and leadership adaptability. The episode closes with reflections on the podcast's role as an evolving extension of the book, helping retail leaders stay agile and ahead in a rapidly shifting marketplace.Here is a 10% off code for the CommerceNext Growth Show exclusive to Remarkable Retail listeners: REMARKABLE. About UsSteve Dennis is a strategic advisor and keynote speaker focused on growth and innovation, who has also been named one of the world's top retail influencers. He is the bestselling authro of two books: Leaders Leap: Transforming Your Company at the Speed of Disruption and Remarkable Retail: How To Win & Keep Customers in the Age of Disruption. Steve regularly shares his insights in his role as a Forbes senior retail contributor and on social media.Michael LeBlanc is the president and founder of M.E. LeBlanc & Company Inc, a senior retail advisor, keynote speaker and now, media entrepreneur. He has been on the front lines of retail industry change for his entire career. Michael has delivered keynotes, hosted fire-side discussions and participated worldwide in thought leadership panels, most recently on the main stage in Toronto at Retail Council of Canada's Retail Marketing conference with leaders from Walmart & Google. He brings 25+ years of brand/retail/marketing & eCommerce leadership experience with Levi's, Black & Decker, Hudson's Bay, CanWest Media, Pandora Jewellery, The Shopping Channel and Retail Council of Canada to his advisory, speaking and media practice.Michael produces and hosts a network of leading retail trade podcasts, including the award-winning No.1 independent retail industry podcast in America, Remarkable Retail with his partner, Dallas-based best-selling author Steve Dennis; Canada's top retail industry podcast The Voice of Retail and Canada's top food industry and one of the top Canadian-produced management independent podcasts in the country, The Food Professor with Dr. Sylvain Charlebois from Dalhousie University in Halifax.Rethink Retail has recognized Michael as one of the top global retail experts for the fourth year in a row, Thinkers 360 has named him on of the Top 50 global thought leaders in retail, RTIH has named him a top 100 global though leader in retail technology and Coresight Research has named Michael a Retail AI Influencer. If you are a BBQ fan, you can tune into Michael's cooking show, Last Request BBQ, on YouTube, Instagram, X and yes, TikTok.Michael is available for keynote presentations helping retailers, brands and retail industry insiders explaining the current state and future of the retail industry in North America and around the world.

SmartHERNews
QUICK HIT: 5 Years After the Pandemic Began

SmartHERNews

Play Episode Listen Later Mar 11, 2025 7:51


Five years ago, on this day, the World Health Organization characterized COVID-19 a "pandemic." Now, the United States has started the process of withdrawing from the WHO. How do we connect the dots between these two points? A few news items for your consideration including an exclusive report from The Wall Street Journal about a potential meeting between President Trump and President Xi. SUPPORT OUR MISSION   Shop our gear!  If you'd like to help support SmartHER News' mission of a free, independent, nonpartisan press – here's how you can become a SCOOP insider: https://www.scoop.smarthernews.com/get-the-inside-scoop/    Instagram: https://www.instagram.com/smarthernews/  Website: https://smarthernews.com/  YouTube Channel: https://www.youtube.com/smarthernews