This chapter explores the intersection between geopolitics, policy, and the markets, with a focus on US-China relations. They discuss the confusion in messaging and the importance of fostering relationships to make progress in the competitive relationship. The chapter also highlights the economic challenges faced by China and their role as a global manufacturer.
Bloomberg News Chief Technology Correspondent Mark Gurman discusses how Apple’s iPhone supply chain is splintering under US-China tensions. Stefan Selig, Managing Partner at BridgePark Advisors, talks about US-China economic relations. Bloomberg New Economy Editorial Director Erik Schatzker shares the names of the Bloomberg New Economy’s 2023 class of Catalysts. And we Drive to the Close with Bill Smead, CIO at Smead Capital Management.
Hosts: Carol Massar and Jess Menton. Producer: Paul Brennan.
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