Could America Lose a War Against China Over T...

In Episode 505 of Hidden Forces, Demetri Kofinas speaks with venture capitalist, former Wall Street equity research analyst, and independent market and technology researcher Paul Kedrosky about why the AI investment boom is unlike any previous Capex cycle, how loose credit, data ...  Show more

Episode 504 of Hidden Forces is the thirteenth episode in the Hundred Year Pivot podcast series. In it, Demetri Kofinas and co-host Grant Williams speak with Philipp Carlsson-Szlezak, global chief economist at Boston Consulting Group and co-author of "The Kids Are Alright: The Ti ...  Show more

In American foreign policy debates, prioritisers argue that the US should focus on deterring Chinese expansion, consequently shifting its resources away from Europe and towards the Indo-Pacific. But questions are also emerging about the US presence in the Middle East, as well ...

Dmitri Alperovitch talks with Ivan Kanapathy, a former US military attache to Taiwan, about the looming threat of Chinese invasion and why a Chinese blockade or quarantine of Taiwan is unlikely to succeed. They discuss the implications of the recent Taiwan elections on the isl ...

In this episode of the ChinaPower Podcast, Mr. Elbridge Colby joins us to discuss U.S. strategic competition with China. Mr. Colby stresses that he is most worried about the PRC military threat. He advocates focusing on Taiwan as a principal flashpoint and says the United States ...  Show more