Calling Check: Technology Competition with Ch...

In this episode, Mike is joined by Dr Arzan Tarapore, Visiting Fellow at the Hoover Institution at Stanford University, and Visiting Fellow at the European University Institute in Florence, Italy. They unpack the Pentagon's decision to revert the U.S. Indo-Pacific Command (INDOPA ...  عرض المزيد

In this episode, Mike sits down with Bryan Clark, Senior Fellow and Director of the Center for Defense Concepts and Technology at the Hudson Institute, about whether the United States is prepared for a major conflict in the Indo-Pacific. They examine how recent technological deve ...  عرض المزيد

Earlier this month, the Biden administration unveiled a new set of restrictions on exporting semiconductors and related technology to China. The actions are seen as a significant escalation of an ongoing effort to constrain China's domestic chip ambitions. But semiconductor diplo ...  عرض المزيد

Dan Nathan and Peter Boockvar host Louis-Vincent Gave, founder and CEO of Gavekal, to discuss the evolving dynamics of China trade. The conversation explores China's response to U.S. restrictions on technology, particularly semiconductors, and the broader implications of the grow ...  عرض المزيد

Bloomberg's Caroline Hyde and Jackie Davalos discuss the market anxiety building around chip export controls to China. And we’ll hear from the Cato Institute's Jennifer Huddleston about the impact of President Donald Trump’s tech policy on trade and anti-trust investigations. Plu ...  عرض المزيد

On today's episode, we look at the forces driving China's recent tech rally with Jason Lui, Head of APAC Equity & Derivative Strategy at BNP Paribas. Plus - a discussion on how a newly proposed round of tariffs from US President Donald Trump may move global markets with Jim Thorn ...  عرض المزيد