David Goldman: US-China Competition, AI, Electric Vehicles, and Manufacturing — #36

David Paul Goldman is an American economic strategist and author, best known for his series of online essays in the Asia Times under the pseudonym Spengler with the first column published January 1, 2000.

Steve and David discuss:

0:00 Introduction

2:22 David’s background in music, finance, and Asia

16:55 Looking back at the financial crisis

23:04 Rise of the Chinese economy

29:44 How Huawei’s strength is tied to China’s economic power

36:49 Competition in the global electric vehicles market

38:06 Why David thinks European countries like Germany will become closer with China

45:29 U.S. manufacturing is falling behind

52:08 Potential for war and ongoing U.S.-China competition

1:04:07 Predictions for Taiwan

Links:

David Goldman in Wikipedia:

https://en.wikipedia.org/wiki/David_P._Goldman

Spengler column:

https://asiatimes.com/author/spengler/

You Will Be Assimilated: China's Plan to Sino-form the World

https://www.amazon.com/You-Will-Be-Assimilated-Sino-form/dp/1642935409

Prisoner’s Dilemma: Avoiding war with China is the most urgent task of our lifetime

https://claremontreviewofbooks.com/prisoners-dilemma/

David Goldman articles in Claremont Review:

https://claremontreviewofbooks.com/author/david-p-goldman/

Music used with permission from Blade Runner Blues Livestream improvisation by State Azure.

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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) 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 Twitter @hsu_steve.