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Kandungan disediakan oleh David Nelson, CFA, David Nelson, and CFA. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh David Nelson, CFA, David Nelson, and CFA atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
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One more reason China is a big problem

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Manage episode 370794037 series 3415392
Kandungan disediakan oleh David Nelson, CFA, David Nelson, and CFA. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh David Nelson, CFA, David Nelson, and CFA atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

Power corrupts. Absolute power corrupts absolutely. China and the U.S. are on a collision course. Steps the United States must take maintain its leadership in the free world. The war over semiconductors is the tip of the iceberg.
00:00 The Battle
00:30 Export Controls
01:15 Bending over backwards
01:47 I'm just getting started
02:32 We don't live in that world
02:55 Balance of power
03:10 Managing the unwind
03:48 National Security Imperative
04:08 Taiwan
04:37 Strategic Ambiguity
04:54 2027
05:35 We need to control the narrative
05:57 China thinks in terms of decades
06:11 Diplomatic stumble
06:42 U.S. corporations get the message
07:44 Americans get the message

  continue reading

51 episod

Artwork
iconKongsi
 
Manage episode 370794037 series 3415392
Kandungan disediakan oleh David Nelson, CFA, David Nelson, and CFA. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh David Nelson, CFA, David Nelson, and CFA atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

Power corrupts. Absolute power corrupts absolutely. China and the U.S. are on a collision course. Steps the United States must take maintain its leadership in the free world. The war over semiconductors is the tip of the iceberg.
00:00 The Battle
00:30 Export Controls
01:15 Bending over backwards
01:47 I'm just getting started
02:32 We don't live in that world
02:55 Balance of power
03:10 Managing the unwind
03:48 National Security Imperative
04:08 Taiwan
04:37 Strategic Ambiguity
04:54 2027
05:35 We need to control the narrative
05:57 China thinks in terms of decades
06:11 Diplomatic stumble
06:42 U.S. corporations get the message
07:44 Americans get the message

  continue reading

51 episod

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