Excess Returns  cover image

What Investors Need to Know About Geopolitics with Marko Papic

Excess Returns

00:00

Is There a Better Chance Than People Expect That China Will Invade Taiwan?

A lot of people are out there saying maybe there's a better chance than people expect that China will invade Taiwan at some point. And that if they did, that would be a catastrophic outcome for market. I think the probability of that is low and I think it's falling because I think the Chinese realize how difficult it is to play offense. They watch Russians basically get crushed in Ukraine. America is going to try to poke China into making a mistake and usher in a bipolar world.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app