RiskReversal Pod
Geopolitics Take Center Stage for Markets with Chip War Author Chris Miller
Oct 9, 2023
Guest Chris Miller, author of Chip War, discusses US dependency on chips, Taiwan Semi market share, impact of potential Taiwan invasion on global supply chain, advanced chip bans, consumer market in China, national security implications, and possible provocation in 2024.
58:55
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Quick takeaways
- Geopolitical conflicts in Israel and Ukraine have the potential to impact global markets and raise concerns about aid diversion and inflationary pressures.
- The upcoming earnings season may see another decline in the S&P 500 index, leading to market sentiment shifts and concerns over the performance of sectors like airlines, consumer staples, and banks.
Deep dives
Geopolitical Hotspots and Market Impact
The podcast discusses various geopolitical hotspots, such as the war in Israel and the Russian invasion of Ukraine, and explores their potential impact on markets. It highlights the potential for wavering support for Ukraine and the implications for aid diversion to Israel. It also raises concerns about the involvement of other countries and regions, such as China and Iran, and how these conflicts may affect the global economy and inflationary pressures. The podcast emphasizes the importance of monitoring these developments and their potential impact on various sectors, including commodities, currencies, and equities.
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