
Ep 14: Geopolitical Alpha (with Marko Papic)
Library of Mistakes
The Constraint Is Framework: American Miscalculation of Chinese Intentions
The greatest risk global order and peace is American miscalculation of Chinese intentions, not actual Chinese aggression. If the US pushes Beijing to hard on trade and the economy, it will threaten the primary directive for China escaping the middle income trap. No amount of Jake Sullivan's soliloquies is going to convince me that the White House strategists have any idea what they want from China. Donald Trump came to China with a list of demands. Now we can disagree.
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