China's Nuclear Shadow
Can China use military force to achieve its political goals, without triggering nuclear war? To find out, ChinaTalk interviewed Fiona Cunningham, a professor of Political Science at the University of ...
6 Mai 20252h
Will Everyone Get Nukes Now?
What is Trump doing to extended deterrence? I got Polymarket to create a market on whether a US ally will acquire nuclear weapons in 2025. It’s currently trading at 8%. Are we buyers or sellers? To...
30 Apr 20251h 17min
Allied Scale: Rush Doshi on US-China Net Assessment
Rush Doshi (CFR, Biden NSC, author of the excellent The Long Game) and I run through the US-China tale of the tape. The future of America's relationship with its allies may be the key hinge variable f...
26 Apr 20251h 13min
Chips: Liberated? Trump’s Semis Tariff Gambit
Bill Reinsch of CSIS and the Trade Guys podcast with Jay Goldberg of Digits and Dollars and the Circuit podcast join to dicuss Trump's tariff impact on semis on another CSIS-ChinaTalk Chip Chat! Bill...
20 Apr 202550min
Breaking Huawei + Tariffs Done Right with SemiAnalysis and Asianometry
Dylan Patel is a man on a mission. We get into how: Huawei is giving NVIDIA a run for their money What USG needs to do about it What smart semiconductor tariff policy would look like o3 Outtro M...
19 Apr 202534min
Breaking Beijing: Military Competition with Tony Stark
Does America still have what it takes to stand up to China? Does short-term military readiness trade off with long-term strategy? What does the US need to do today to stay competitive for the rest of ...
15 Apr 20251h 2min
GreatDepressionTalk with SemiAnalysis and Asianometry
Doug gives his "we're heading for the end of the dollar-based world order" take. Dylan has no idea what he's talking about when it comes to macro or politics. We fail to arrive at the 2011 Obama-Boeh...
8 Apr 202549min
EMERGENCY POD: Are We Cooked?
Kevin Xu of https://interconnect.substack.com/, Matt Klein of https://theovershoot.co/, and Peter Harrell, Biden's U.S. White House as senior director for international economics in 2021-2022 and host...
7 Apr 202546min
