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ChinaTalk

Mar 30, 2021

Are the US and China in ideological competition? How does one go about answering that question? Dan Tobin of the US Intelligence Community's National Intelligence University and Ryan Manuel of Official China have a dangerous amount of fun debating guiding ideologies and what they mean for geopolitics.

Dan's 2020...


Mar 27, 2021

John Verwey of the Substack “Semi-Literate" (and formerly of Commerce’s BIS, USITC, and USTR) talks the history and future of China's chip industry. We get into government guidance funds, the CHIPS Act, “Fabs not Labs,” export controls, and more. 

John's substack: https://semiliterate.substack.com/

Outtro Music:...


Mar 24, 2021

Michèle Flournoy joined AcquisitionTalk's Eric Lofgren and me for another crossover episode of China-AcquisitionTalk. Flournoy is a former Undersecretary of Defense for Policy, co-founder and new board chair of CNAS (where I'm a fellow), and currently the founder and managing partner of WestExec Advisors. I dove deep...


Mar 20, 2021

In her years as a Wall Street Journal foreign correspondent in Hong Kong and Beijing, Te-Ping Chen came across a lifetime of remarkable characters and events. Most of these didn’t make her newspaper articles, so she began collecting them in short stories, which were collected in a book published just...


Mar 16, 2021

Dan Rosen is the founding partner of the Rhodium Group and leads the China team. He is also my boss!

We talk about our plans for China tech coverage, lessons from thirty years of China-watching, how he thinks about decoupling, China's debt situation. We also play underrated/overrated on whether track two dialogues are a...