Tariffs, Trade, and Geopolitical Dynamics

This episode is a co-release with the podcast Seeking Truth From Facts: https://seekingtruthfromfacts.substack.com/

• (00:00) - Introduction
• (01:11) - China AI
• (02:30) - DeepSeek
• (04:21) - Redirecting Human Capital from finance
• (08:42) - US Policy and Financial Incentives
• (12:54) - China Meritocracy
• (24:24) - Trump's Tariffs and China
• (37:12) - European Defense and Security
• (41:49) - US-China-Europe Relations

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Steve Hsu is Professor of Theoretical Physics and of Computational Mathematics, Science, and Engineering at Michigan State University. Previously, he was Senior Vice President for Research and Innovation at MSU and Director of the Institute of Theoretical Science at the University of Oregon. Hsu is a startup founder (SuperFocus.ai, SafeWeb, Genomic Prediction, Othram) and advisor to venture capital and other investment firms. He was educated at Caltech and Berkeley, was a Harvard Junior Fellow, and has held faculty positions at Yale, the University of Oregon, and MSU. Please send any questions or suggestions to manifold1podcast@gmail.com or Steve on X @hsu_steve.