Ep 84 - Nobody knows where the line is, and that’s the problem
The US and China have been quietly testing each other’s limits all summer – and neither side actually knows where the breaking point is. To discuss the nature – and limits – of the fragile US-China ec...
4 Sep 52min
Ep 83 - Beijing's new directive to its tech firms: behave abroad
Chinese tech companies keep getting fined and blocked overseas – sometimes unfairly, and sometimes because they’re behaving exactly like they do at home. Beijing just released a plan to fix both probl...
28 Aug 27min
Ep 82 - Another grim month for the Chinese economy
China’s July macro data just landed, and the title of our monthly macro note says it all: “A Grim Picture.” Consumption, investment, and property all deteriorated further last month – and the two prop...
20 Aug 37min
Ep 81 - The AI loophole Washington can’t afford to close
Chinese companies can’t legally buy the most advanced US-made AI chips, so they’re renting them instead – from data centers in Thailand, Malaysia, and beyond – completely legally. US policymakers know...
17 Aug 31min
Ep 80 - The China chokepoints nobody's watching
When it comes to China’s key nodes of economic leverage, rare earths get all the attention – because they’re the cheapest, easiest lever China has to pull. But the more durable – and future – points o...
13 Aug 1h 3min
Ep 79 - Beijing stops playing coy
On August 5th, China dropped a new batch of retaliatory economic measures against various US entities. And this time, officials did something they rarely do – naming exactly which US actions they were...
11 Aug 33min
Ep 78 - China's secret weapon isn't subsidies, it's pain tolerance
US policymakers are constantly discussing whether America can leapfrog China in key technologies. Our answer: probably not, and batteries prove it.In fact, the real question isn't whether the US can –...
6 Aug 1h 9min
