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.

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.

Rebecca Patterson, former chief investment strategist for Bridgewater Associates, joins Glenn Hubbard, Columbia Business School professor and ex-chair of President Bush's Economic Council, alongside Zanny Minton Beddoes, editor-in-chief of The Economist, and Elizabeth Economy, senior fellow at the Hoover Institution. They discuss the market implications of a second Trump presidency, focusing on U.S.-China relations and potential trade impacts. The conversation touches on economic policies, capitalism perceptions, and the prospect of increased foreign direct investment post-election.