Elizabeth Economy

Elizabeth Economy discusses China's vision for a new world order and emphasizes the need for the US to offer its own vision to compete. Topics include Xi Jinping's foreign policy initiatives, China's role in global politics, and the Secretary of Commerce's role in US-China strategy.

Elizabeth Economy, an expert on U.S.-China relations from the Hoover Institution, discusses the shifting dynamics of the trade war and U.S. tariffs, emphasizing China's strategic responses. Ethan Harris, former Head of Research at Bank of America, shares insights on the potential economic landscape post-Federal Reserve, shedding light on risks of recession and the evolving role of tariffs. They both highlight the challenges and uncertainties that these trade policies present to international markets and local economies.

Andrew Sheets, Chief Cross-Asset Strategist at Morgan Stanley, sheds light on inflation trends and the anticipated shifts in monetary policy, describing a hopeful outlook for disinflation. Meanwhile, Elizabeth Economy, a Stanford University professor, shares expert insights into the complex dynamics of US-China relations, detailing China’s political landscape under Xi Jinping and the ramifications for global geopolitics. Both guests discuss strategic implications for investment and economic stability amid evolving international challenges.

Elizabeth Economy, author and senior advisor, discusses China's ambition for controlling international internet traffic, President Xi Jinping's ambition to reclaim Chinese centrality on the global stage, and the comparison of China policies between the Trump and Biden administrations. The podcast explores the practical implications of China's ambitions, the complexities of China-Taiwan-US relations, and the strategic approach to dealing with China, including protecting allies and managing competition. It also delves into the risk faced by Taiwan, analyzing the defense of Taiwan, Europe's increasing involvement in the Indo-Pacific region, and the implications for China.

Jurrien Timmer, Dan Ives, and Elizabeth Economy discuss Nvidia's impact on markets, China's global ambitions, and the future of Taiwan. Topics include Apple's growth, A.I. developments, and navigating China's rising influence. The podcast also covers Scarlett Johansson, CEO compensation trends, challenges in Florida's senior care, and real estate and labor costs.