Michael Pillsbury's 'The 100-Year Marathon' unveils China's intricate, decades-long strategy to achieve global dominance, challenging the conventional wisdom of engagement. Drawing from his experiences as a government insider, Pillsbury exposes a pattern of deception and strategic planning aimed at undermining American power. The book illustrates how China has exploited Western naiveté and miscalculations to advance its own interests. Pillsbury argues that understanding China's long-term goals is crucial for shaping effective US policy and safeguarding American leadership. It underscores the need for a more realistic and assertive approach to Sino-American relations.
In 'Destined for War,' Graham Allison explores the concept of the 'Thucydides Trap,' where the rise of a new power threatens the dominance of an existing one, often leading to war. Allison draws on 16 historical cases where a rising power challenged a dominant state, with 12 of these cases resulting in war. He applies this historical lens to the current relationship between the United States and China, highlighting the potential for conflict but also outlining '12 clues to peace' derived from historical analysis to prevent such an outcome. The book is divided into sections that cover the rise of China, historical lessons from the Peloponnesian War and other conflicts, and strategies for avoiding war based on these historical insights.
**This webcast originally aired live on Hedgeye.com on April 8th, 2019**
Renowned hedge fund manager Kyle Bass (founder of Hayman Capital) bet against the subprime mortgage market ahead of the 2008 financial crisis. Watch the replay from this interview between Bass and Hedgeye CEO Keith McCullough's pro-to-pro discussion on China, global recession, and why interest rates may head to near zero by 2020.
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