MP Materials, Intel, and Sovereign Wealth Funds
ChinaTalk16 Syys 2025

MP Materials, Intel, and Sovereign Wealth Funds

Uncle Sam is taking a bite out of companies left and right. Today, we’re going to focus on MP Materials — the Trump administration’s answer to China’s restrictions on rare earth material exports to America. To discuss, ChinaTalk interviewed Daleep Singh, former Deputy National Security Advisor for International Economics, now with PGIN; Arnab Datta, currently at Employ America and IFP; and Peter Harrell, former Biden official and host of the excellent new Security Economics podcast. Today, our conversation covers: Why critical mineral markets are broken, How China achieved rare earth dominance, The history of rare earth mining and refinement in the US, What the MP Materials deal does, and whether it can succeed, The key ingredients for successful industrial policy, with case studies including a Strategic Resilience Reserve, a US sovereign wealth fund, and support for Intel. Outro music: Ornaments Of Gold - Siouxsie And The Banshees (YouTube Link) Learn more about your ad choices. Visit megaphone.fm/adchoices

Jaksot(511)

Second Breakfast: Iran, Munich + European Defense Tech, Anthropic

Second Breakfast: Iran, Munich + European Defense Tech, Anthropic

Bryan Clark opens the show talking Iran. Recurring cohosts include Justin Mc, Tony Stark and Eric Robinson. Eric Slesinger of 201 Ventures drops in https://ericslesinger.com/ outtro music: rubio's s...

20 Helmi 1h 3min

How the US Won Back Chip Manufacturing

How the US Won Back Chip Manufacturing

We’re here for a CHIPS Act megapod, in person with Mike Schmidt and Todd Fisher, the director and founding CIO of the CHIPS Program Office, respectively. We discuss… The mechanisms behind the su...

17 Helmi 1h 39min

Chinese Peptides (Reported Podcast Special Edition!)

Chinese Peptides (Reported Podcast Special Edition!)

We're trying out a different format to explore "Chinese peptides." We talk to biohackers using compounds like BPC-157 to heal extreme injuries, go undercover as peptide buyers, and discuss the challen...

13 Helmi 40min

Rickover’s Playbook: Building Hard Things Inside the State

Rickover’s Playbook: Building Hard Things Inside the State

Admiral Rickover — America’s most famous, perhaps most influential admiral of the second half of the 20th century. To discuss his unbelievable life story, dramatic impact on the Cold War, and implicat...

13 Helmi 1h 19min

China's Gaming Landscape

China's Gaming Landscape

Today, we’re discussing all things gaming in China! Our illustrious guest is Daniel Camilo, a Portuguese national who has spent over a decade in the Chinese video game industry. We cover the most impo...

11 Helmi 47min

Chinamaxxing

Chinamaxxing

Minh Tran (https://www.couldabeenatthe.club/), Afra Wang (https://afra.work/) and Lauren Teixeira (https://lrntex.substack.com/) join me to talk about Chinamaxxing — the growing fascination among youn...

5 Helmi 56min

Military Revolutions with Ed Luttwak

Military Revolutions with Ed Luttwak

Today’s guest is the legendary strategist Edward Luttwak — the Machiavelli of Maryland. He’s consulted for presidents, prime ministers, and secretaries of defense, and authored magnificent books on By...

1 Helmi 2h 51min

Second Breakfast: Invading Canada, Benedict Arnold, Iran

Second Breakfast: Invading Canada, Benedict Arnold, Iran

whole gang is here. Also a little Minnesota and 30 seconds of NDS (which is all it deserves) suno: https://suno.com/s/SJ0FoEPMVZ3QS441 'He couldn’t capture Canada, but captured infamy— The only gene...

30 Tammi 1h 3min

Suosittua kategoriassa Politiikka ja uutiset

uutiscast
aikalisa
politiikan-puskaradio
ootsa-kuullut-tasta-2
rss-ootsa-kuullut-tasta
tervo-halme
rss-podme-livebox
et-sa-noin-voi-sanoo-esittaa
rss-asiastudio
rss-vaalirankkurit-podcast
otetaan-yhdet
rss-hyvaa-huomenta-bryssel
rss-raha-talous-ja-politiikka
rss-sinivalkoinen-islam
the-ulkopolitist
rss-kaikki-uusiksi
rss-tasta-on-kyse-ivan-puopolo-verkkouutiset
aihe
rss-50100-podcast
rss-girls-finish-f1rst