

China Chips Fund, Asia Markets
Mar 11, 2024
Topics discussed include US sanctions on Chinese tech firms, China's chip fund, TSMC building in Arizona, Asia markets impact, global economic outlook, chip war escalation, TSMC activities, China's NPC meetings, US-China tech rivalry, tech industry competition, hedging strategies with gold, miners, and Bitcoin.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 3min
Global Chip Industry Dynamics and Chinese Economic Indicators
03:11 • 11min
Analysis of US-China Tech and Chip Development Rivalry
14:01 • 4min
Tech Industry Competition and Potential Bubbles
18:27 • 8min
Exploring Hedging Strategies and Investment Opportunities in Gold, Gold Miners, and Bitcoin
25:57 • 2min