Liza Tobin

Liza Tobin, a former CIA staffer and China expert, and Brad Carson, a former congressman and defense official, discuss a pivotal shift in U.S. export policy allowing NVIDIA's H20 chips back into China. They examine the implications for American tech supremacy and national security amidst rising U.S.-China tensions. The duo debates whether NVIDIA's justifications are persuasive and how this move could reshape AI and semiconductor strategies, stressing its significance for everyday Americans in an increasingly competitive tech landscape.

Liza Tobin, a geopolitical risk adviser and former China director on the U.S. National Security Council, shares her insights on the escalating tensions between the U.S. and China over tech. She discusses the potential impacts of China’s restrictions on rare earth exports, crucial for high-tech industries. Tobin highlights the strategic leverage China may be using in trade talks and contrasts U.S. and Chinese strengths in technology. She also addresses the political implications of U.S. dependence on mineral resources and what a potential Xi-Trump meeting could mean for future relations.

James Fishback, CEO of Azoria Partners and former advisor on government efficiency, shares his concerns about Elon Musk’s political aspirations with the emergence of the 'America Party,' questioning what this means for Tesla's stock amid regulatory changes. Liza Tobin, Managing Director at Garnaud Global, discusses the complexities of global tariffs and the repercussions of President Trump's warnings as nations rush to negotiate trade terms. The interplay between politics, technology, and market stability is fascinating and revealing.