Bannon`s War Room Episode 4891: The Devil's In The Detail With China Negotiations
Oct 30, 2025
Maureen Bannon, a keen analyst on China policy and supply-chain issues, joins Philip Patrick from Birch Gold, who offers insights on gold markets and macroeconomic risks. They dive into the recent China negotiations, assessing whether they're a genuine diplomatic success or merely a pause in tensions. The pair also discuss the strategic importance of rare earths and the implications of AI on tech valuations, all while navigating the volatile gold market and the geopolitical risks it reflects.
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Episode notes
Deal Is A Tactical Ceasefire, Not A Grand Bargain
- The announced China concessions (soybeans, tariff tweaks, rare earth access) are modest compared with past purchases and leverage.
- Philip Patrick and others call the outcome a tactical ceasefire rather than a sweeping grand bargain.
Three Linked Pillars: Chips, Taiwan, Rare Earths
- Rare earths, advanced chips, and Taiwan form the three linked pillars that determine long-term U.S. industrial and defense security.
- Securing rare earth processing for a year buys time but leaves long-term onshoring and resilience as urgent priorities.
Cut Tech Access To Limit Chinese Advancement
- Restricting Chinese access to capital, training, universities, and national labs can limit tech transfer and chip advancement.
- Enforce export controls and deny advanced chip access to prevent CCP technological leapfrogging.
