logo
episode-header-image
Feb 2023
33m 10s

Calling Check: Technology Competition wi...

Center For Strategic And International Studies
About this episode
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
Up next
Aug 4
From INDOPACOM to PACOM: Is There a Strategic Backstory?
In this episode, Mike is joined by Dr Arzan Tarapore, Visiting Fellow at the Hoover Institution at Stanford University, and Visiting Fellow at the European University Institute in Florence, Italy. They unpack the Pentagon's decision to revert the U.S. Indo-Pacific Command (INDOPA ... Show More
47m 21s
Jul 21
How Prepared is the United States for War in the Indo-Pacific?
In this episode, Mike sits down with Bryan Clark, Senior Fellow and Director of the Center for Defense Concepts and Technology at the Hudson Institute, about whether the United States is prepared for a major conflict in the Indo-Pacific. They examine how recent technological deve ... Show More
43m 44s
Jun 30
The New Great Game in the Pacific Islands
In this episode, Mike is joined by Ambassador Laura Stone, who most recently served as U.S. Ambassador to the Republic of the Marshall Islands and previously held senior leadership roles at the U.S. Department of State, including Deputy Assistant Secretary for China and Mongolia. ... Show More
46m 1s
Recommended Episodes
Oct 2022
This Is What the US Just Did to China on Semiconductors
Earlier this month, the Biden administration unveiled a new set of restrictions on exporting semiconductors and related technology to China. The actions are seen as a significant escalation of an ongoing effort to constrain China's domestic chip ambitions. But semiconductor diplo ... Show More
47m 14s
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
Feb 2025
China Chip Controls Weigh on Market, Crypto Selloff Gathers Steam
Bloomberg's Caroline Hyde and Jackie Davalos discuss the market anxiety building around chip export controls to China. And we’ll hear from the Cato Institute's Jennifer Huddleston about the impact of President Donald Trump’s tech policy on trade and anti-trust investigations. Plu ... Show More
43m 13s
Feb 2025
Examining China's Recent Tech Rally
On today's episode, we look at the forces driving China's recent tech rally with Jason Lui, Head of APAC Equity & Derivative Strategy at BNP Paribas. Plus - a discussion on how a newly proposed round of tariffs from US President Donald Trump may move global markets with Jim Thorn ... Show More
21m 40s
Apr 2023
Counting the cost of the US-China chip war
Six months into Washington’s sweeping export restrictions on semiconductors, Chinese and global chipmakers including TSMC are navigating the fallout. In this Exchange podcast, author Chris Miller talks about the fight for the critical technology and how Beijing may retaliate. Vis ... Show More
27m 27s
Oct 2023
Semi Smackdown 10/17/23
<p>Courtney Reagan and the investment committee discuss the semis trade as the U.S. curbs the export of more AI chips to China. The chart of the day is Nvidia. More banks out with earnings, the panel breaks down the trade. The call of the day is a bullish take on biotech. </p><p> ... Show More
45m 42s