Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14
Introduction
00:00 • 2min
The Macro and Microeconomic Implications of a Military Conflict
01:34 • 4min
The Risks of Cross-Rate Tensions in Investors and Enmensies
05:58 • 5min
The Importance of Risk Premiums in Investment Decisions
10:35 • 3min
The Risk of a Chinese Attack on Taiwan
13:17 • 2min
The Risks of Non-Invasion Scenarios
15:34 • 6min
The Importance of Deescalation in the Decision Tree
21:29 • 2min
The Escalatory Dynamic in the Real Economy
23:39 • 3min
The Dynamics of a Crisis
26:55 • 4min
The Problem With Capital Controls in China
31:23 • 2min
The Importance of Market Indicators in the Case of an Invasion
33:37 • 5min
The Path to Annexation Without Economic Catastrophe
38:39 • 4min
The Plausibility of Using Sanctions in Advance of a Conflict
42:12 • 2min
The Economic Impacts of Globalization
44:41 • 2min