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.

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Introduction

00:00 • 2min

Geopolitical Hotspots and Market Impact

01:56 • 18min

Pepsi's Stock Performance and Factors Impacting Its Decline

19:28 • 5min

Performance and Context of Banks in the Market

24:06 • 6min

Introduction to Event Contracts and Eye Connections in the World of Investments

29:59 • 2min

The Geopolitical Significance of Taiwan in the Chip Industry

32:03 • 15min

The Challenge of Chip Reliance in the US Military

47:30 • 11min

Discussion on Possible Move on Taiwan in 2024 and the Impact on Semiconductor Industry

58:05 • 2min

Guy, Dan, and Liz Young from SoFi discuss how the market is responding to Hamas attack against Israel (3:00), the potential for steeper declines in the S&P 500 (12:00), oversold conditions (14:15), earnings season kicking off (19:30), Apple as a “Utility Player” Stock (21:00), Banks (24:15). Later, Dan and Guy sit down with Chris Miller, Associate Professor of International History at the Fletcher School at Tufts University and author of Chip War: The Fight for the World’s Most Critical Technology to discuss how he came to write the book (31:30), the U.S. dependency on chips from other countries (34:00), the market share that Taiwan Semi has (36:00), how a Taiwan invasion could impact the global supply chain (38:30), the advanced chip bans (48:00), the consumer market in China (51:00), national security implications (54:00), and whether we could see some sort of provocation in 2024 (58:00).

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