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, a renowned China scholar and former senior advisor at the U.S. Department of Commerce, analyzes the recent Trump-Xi meeting, highlighting its implications for U.S.-China relations. She notes that while stability was restored, the meeting largely reverted to pre-trade-war dynamics. Economy contrasts Trump's aggressive rhetoric with China's cautious approach and discusses potential shifts in U.S. policies. They also address critical issues like rare earths and the structural challenges facing both nations, emphasizing the complexities of global influence.

Elizabeth Economy, a leading China scholar, delves into Xi Jinping's military reforms and the increased threats to Taiwan, highlighting concerns about U.S. policy. Financial analyst Chris Whalen emphasizes the role of Fannie and Freddie in housing finance and Bitcoin's transformation into a speculative asset. Political science professor Wendy Schiller discusses the impact of domestic pressures on Trump's foreign policy, especially in relation to military advice and Ukraine peace efforts. It's a riveting exploration of geopolitics and finance!

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.

Curtis Sliwa, founder of the Guardian Angels and NYC mayoral candidate, shares insights on the political dynamics shaping trade negotiations with a focus on Trump’s impact. Elizabeth Economy, a Stanford expert on US-China relations, discusses the latest tariff detente between the U.S. and China, highlighting ongoing tensions and future prospects. They delve into the complexities of global trade, the psychological effects of tariffs on investors, and the broader implications for American consumers. Sliwa also touches on how trade policies influence local business growth and community stability.

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.

Elizabeth Economy, a senior fellow at the Council on Foreign Relations and author of 'The Third Revolution,' dives into the complexities of U.S.-China relations. She discusses China's aggressive global stance, including its rapid economic rise and authoritarian governance under Xi Jinping. The conversation highlights the implications of surveillance and espionage, the militarization of the South China Sea, and the need for a more assertive U.S. policy to safeguard democratic values while managing trade relations with 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.

Francisco Blanch, Head of Global Commodities at Bank of America, shares insights on the global outlook for commodities and energy prices, highlighting emerging trends in the market. Elizabeth Economy, Senior Fellow at the Hoover Institution, delves into the intricacies of US-China trade negotiations, addressing strategic decoupling and its economic implications. Their discussions reveal the delicate balance of international relations and market forces, making for an engaging exploration of current global economic dynamics.