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TIP611: The Bear Case for China w/ Kyle Bass

We Study Billionaires - The Investor’s Podcast Network

NOTE

Taiwan: A Stepping Stone to Global Primacy

William Lai's narrow victory in Taiwan highlights the substantial efforts and resources China has invested in influencing Taiwan, yet it underscores a broader strategic aspiration—global primacy. Taiwan serves as a crucial element in securing the first island chain, an objective long discussed by Chinese military strategists. Xi Jinping views Taiwan not merely as a territorial prize, but as essential to achieving his overarching goal of elevating China to a position of global supremacy. His personal commitment to Taiwan's reunification underscores the significance he places on this objective; achieving it is seen as a measure of his life’s success. This perspective reveals the intense stakes involved and stresses the importance of taking Xi's ambitions seriously.

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