This week, Mike and Jude are joined by Emily Kilcrease, director of the Energy, Economics, and Security program at CNAS, who formerly served as deputy assistant U.S. trade representative and National Security Council director for international trade, investment, and development. They begin by examining the limits of U.S. leverage over semiconductor supply ch ... Show More
Sep 15
Taking Stock of U.S. Strategy in Asia
In this episode, Mike sits down with Randall Schriver, Chairman of the Board at the Institute for Indo-Pacific Security and former Assistant Secretary of Defense for Indo-Pacific Security Affairs (January 2018-December 2019), to take stock of America’s strategy in Asia. They expl ... Show More
45m 13s
Sep 2025
Exploring China's Digital Belt & Road with Louis-Vincent Gave
Dan Nathan and Peter Boockvar host Louis-Vincent Gave, founder and CEO of Gavekal, to discuss the evolving dynamics of China trade. The conversation explores China's response to U.S. restrictions on technology, particularly semiconductors, and the broader implications of the grow ... Show More
48m 19s