ChinaTalk Are We Cooked? Q2 Check In
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Jun 29, 2025 
Join Peter Harrell, a former Biden official and host of the Security Economics podcast, Matt Klein of the Overshoot substack, and Kevin Xu from the Interconnects substack as they delve into the twists and turns of U.S.-China relations. They navigate the decline of the dollar and its implications for governance, the evolving landscape of AI investment, and the challenges posed by reduced funding on economic data accuracy. The trio also dissects China's strategic moves and their impact on American foreign policy, blending sharp analysis with insights on the geopolitical chessboard.
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US Long-Term Risks Persist
- The US shows short-term resilience but risks long-term decline due to cuts in scientific R&D and immigration barriers. - Core American strengths like innovation and social fabric are eroding, raising concerns about future competitiveness.
Long-Term Damage Beyond Tariffs
- Tariff damage is overstated compared to ongoing declines in scientific innovation and openness. - Persistent policy hostility harms US innovation supply chains and quality of life over time.
Immigration and Governance Moderation
- Worst outcomes for US immigration and governance have so far not fully materialized. - Immigration policy remains restrictive but less severe than feared, offering some room for improvement.
