Behind the Sino-Japanese Clash: How an Assertive Japan Upends China’s Strategy
Japan has a new prime minister, and she’s upending the political tradition that has guided geopolitics in the Indo-Pacific region.China is already dealing with the chaos imposed by President Donald Tr...
1 Joulu 202526min
Delisting Chinese Companies to Stop ‘Funding Our Demise’
The financial information of Chinese companies is a black box. Yet these companies enjoy preferential access to U.S. capital markets.How did it happen, and why was it tolerated?For decades, China has ...
24 Marras 202522min
Economic War on the High Seas: Underreported Flashpoint of U.S.–China Tensions
Although a new trade truce was set, most analysts overlooked one critical part of the agreement.That agreement is all about shipping. But its broader consequence is global control over the oceans and ...
17 Marras 202520min
A One-Year U.S.-China Trade Deal Truce—So What? So Everything!
It almost sounds like tabloid gossip to say, “Wow, Chinese leader Xi Jinping said something nice about President Donald Trump!”If it were any other political circumstance, it may just be gossip, but t...
10 Marras 202521min
Game Theory, Pain Points, and Economic Vulnerability—A Macro Investor’s Analysis of Trade War 2.0
It’s easy to say that another country is weak, vulnerable, or unable to win in a confrontation. But what about when those claims are backed up by concrete numbers?In this episode, Terri converses with...
3 Marras 202553min
Temptation in The Pacific—The Hail Mary Plays in the U.S.–China Trade War
Desperate times call for desperate measures. And what may be the key to U.S.–China relations now and in the future is the temptation for both sides in the Pacific Ocean.Join Terri as she discusses the...
27 Loka 202525min
‘Smiling Tiger, Warring Dragon’—Collateral Effects of Fighting Chinese Factions in US Markets
A hallmark of communist rule is constant internal struggle and infighting. And it’s not just person to person, it’s entire groups, like gang warfare hidden beneath the veneer of unification.And while ...
20 Loka 202524min
Why China Is Attempting a Knockout Strike With Rare Earths
China has chosen to play hardball with the United States, using its biggest trade weapon—rare earths.Join Terri as she deciphers the sudden escalation in the U.S.–China trade war and Beijing’s motivat...
14 Loka 202520min
