Ep. 33 Wade Senti on Magnets, Rare Earths, and the New Manufacturing Race

Ep. 33 Wade Senti on Magnets, Rare Earths, and the New Manufacturing Race

Host Wenchi Yu speaks with Wade Senti, President of Florida-based Advanced Magnet Lab (AML), about why magnets and rare earths have become a central battleground in the new era of manufacturing and national security. Wade traces AML’s journey from a small robotics‑adjacent lab to a leading U.S. magnet producer, then explains how permanent magnets underpin everything from industrial motors and EVs to drones, humanoid robots, and defense tech. He breaks down the rare earth supply chain, China’s...

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Ep. 40 Inside China’s Leading AI Labs with Kevin Xu

Ep. 40 Inside China’s Leading AI Labs with Kevin Xu

Host Wenchi Yu speaks with Kevin Xu, investor and author of the newsletter, Interconnected, about China’s leading AI labs and the country’s AI trajectory after the DeepSeek moment. From the rise of op...

4 Kesä 49min

Ep. 39 Boeing, China, and the Future of Aviation with Mark Atkeson

Ep. 39 Boeing, China, and the Future of Aviation with Mark Atkeson

Host Wenchi Yu speaks with Mark Atkeson, a veteran aviation executive with over three decades of on-the-ground experience across both the American and Chinese aerospace industries, to unpack what the ...

28 Touko 40min

Ep. 38 Taiwan’s $25 Billion Special Defense Budget: Partisan Politics, Drones, and Deterrence?

Ep. 38 Taiwan’s $25 Billion Special Defense Budget: Partisan Politics, Drones, and Deterrence?

Host Wenchi Yu speaks with Dr. Alexander C. Huang, a former KMT Director of International Affairs, a cross-strait war game strategist, and an expert on the PLA, about why the Taiwanese government’s US...

15 Touko 38min

Ep. 37 The New Space Age: How Privatization Fuels China’s Aerospace Rise

Ep. 37 The New Space Age: How Privatization Fuels China’s Aerospace Rise

Host Wenchi Yu speaks to Allen Fung, formerly with Hong Kong Aerospace Technology Group, about China’s emerging commercial space sector and the broader “second space age,” tracing how SpaceX’s 2015 Fa...

13 Huhti 32min

Ep. 36 Germany's China Shock: Navigating Economic Dependence and Geopolitical Risks with Noah Barkin

Ep. 36 Germany's China Shock: Navigating Economic Dependence and Geopolitical Risks with Noah Barkin

Host Wenchi Yu speaks with Noah Barkin — senior advisor at Rhodium Group and author of the popular “Watching China in Europe” newsletter — about the rapidly shifting landscape of Germany's relationshi...

27 Maalis 40min

Ep. 35 Lobbying for Semiconductors in Washington: Patrick Wilson on Two Decades of Chip Policy

Ep. 35 Lobbying for Semiconductors in Washington: Patrick Wilson on Two Decades of Chip Policy

Host Wenchi Yu speaks with Patrick Wilson—who until recently served as Vice President of Government Affairs for MediaTek—about how semiconductors went from an obscure, capital‑intensive niche to the c...

15 Maalis 48min

Ep. 34 London, Beijing, and Ring‑Fenced Capital: Fraser Howie on China Finance and UK-China Relations

Ep. 34 London, Beijing, and Ring‑Fenced Capital: Fraser Howie on China Finance and UK-China Relations

Host Wenchi Yu speaks with UK‑based Fraser Howie in the wake of Prime Minister Keir Starmer’s ice‑breaking trip to China. Fraser—a veteran China markets analyst and co‑author of several books on the C...

5 Maalis 46min

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