Cameron Johnson, a supply chain expert and educator at NYU Shanghai, shares insights on the complexities of U.S.-China relations and the challenges of decoupling. He discusses the intricacies of building domestic supply chains, particularly in the EV and semiconductor sectors, emphasizing America's reliance on Chinese manufacturing. Johnson also touches on the geopolitical shifts in Southeast Asia and the importance of understanding China's competitive ecosystems. His predictions for the impact of the upcoming U.S. elections add an intriguing layer to the conversation.