Geopolitics and Policy
Taiwan
Not on the starting list: Claude named it and a second pass merged look-alike labels into it.
- Episodes
- 22
- Share
- 2.1%
- Shows
- 22
- Net sentiment
- −0.69
Bullish 0Mixed 4Neutral 9Bearish 9
The episodes behind it
Why each one was bullish, bearish or in between. Most time on the theme first.
Bearish 9
- Speakers see gray-zone pressure on Taiwan intensifying, with risks of supply-chain shocks and financial contagion.Taiwan’s Slow Squeeze, Ukraine’s Long War · GoodFellows: Conversations on Economics, History & Geopolitics · Sep 23
- Uncertain US commitment to defend Taiwan raises risk of Chinese miscalculation and war.Robert Kaplan: Can America and China Avoid a Catastrophic Conflict? · A Charlie Rose Global Conversation · Sep 27
- A possible Chinese move on Taiwan before 2028 is presented as a serious destabilising risk.Americano: the truth about Xi & Trump’s summit · Best of the Spectator · Sep 27
- Taiwan remains a long-term risk overhang, though a near-term invasion seems unlikely.Trump Rolls Out Red Carpet for Xi as China Has NEVER Been Stronger · Raging Moderates with Scott Galloway and Jessica Tarlov · Sep 24
- Possible delay of a $14 billion arms package raises uncertainty and concern in Washington.The State of U.S.-China Relations Ahead of the Trump-Xi Summit: A Conversation with Demetri Sevastopulo and Xiangwei Wang · ChinaPower · Sep 23
- Pressure on Taiwan arms sales postponed, creating uncertainty for chip supply chain.NVIDIA CEO on AI Warnings and Growing Calls to Regulate It · Anderson Cooper 360 · Sep 25
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- Hosts see US hesitance on Taiwan arms as weakening a key ally and chip supplier.Trump TV, Meta’s Muse Charm, and Xi in D.C. · Pivot · Sep 25
- Chinese AI-enabled aggression against Taiwan is cited as a path to a damaging conflict.AGI Rideout: Managing Risk on the Road to Advanced AI · Policy Minded · Sep 24
- Speakers see a possible Chinese move on Taiwan as a real risk with major economic and security consequences.Who's in Control of the AI Race? with Bill Evanina and Matt Hayden · Cyber Focus: Cybersecurity, National Security, and Critical Infrastructure · Sep 22
Mixed 4
- Arms sales and Taiwan's security posture discussed, with Trump's ambivalence creating uncertainty.Xi Jinping meets Trump: who holds the cards? · Full Story · Sep 24
- Pending $14 billion arms sale and Taiwan's semiconductor role create both risk and opportunity.Xi Jinping meets Trump: who holds the cards? · Today in Focus · Sep 24
- Deferred Taiwan arms package would be positive for defense suppliers but delay leaves Taiwan more exposed.Defense & Aerospace Daily Podcast [Sep 21, 2026] Look Ahead w/ Byron Callan · Defense & Aerospace Report · Sep 21
- Taiwan dominates summit concerns given its chip supply chain role, though US policy is described as unchanged.A Trump-Xi Summit & Cathie Wood’s Investor Letter 9/25/26 · Squawk Pod · Sep 25
Neutral 9
- Central flashpoint analysed for deterrence and war prospects, not investment implications.MINI-EPISODE: Should Australia go to war with China over Taiwan? · Foreign Exchange · Sep 24
- Discussed mainly as a historical and democratic story, with some reference to Beijing's pressure.How Taiwan Became the Republic of Chips · Perspectives with Neilo: Because Freedom and Democracy are worth Defending · Sep 23
- Discussed as the most dangerous flashpoint, with proposals to de-escalate arms sales and visits.AI, Trade, Taiwan—Here's What To Expect From The Trump-Xi DC Summit: Expert · Forbes Newsroom · Sep 21
- Covers Taiwan's defense industry, Cheetah armored vehicle and export ambitions.Taiwan tech news 2026/09/19-09/25 (+Taiwan-India tech cooperation) · Taiwan Tech Update · Sep 26
- Speakers stress avoiding Taiwan as a bargaining chip while deterring conflict across the strait.The U.S.–China Relationship Is Moving in Two Directions · The Long Game with Jake Sullivan and Jon Finer · Sep 24
- US Taiwan policy seen as uncertain, with rhetoric and a large arms sale pointing different ways.NTK: How to Translate Summit Photo Ops and Speeches into Long-Term Improvement in the US-China Relationship · The DSR Network · Sep 27
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- Discussed as a strategic interest and a possible $14 billion arms deal pending, with no clear market angle.Trump, Xi & the Great AI Arms Race · The Rob Carson Show · Sep 25
- Taiwan is expected to be a minimal topic, with pending arms sales discussed as possible leverage.China Insider | Trump-Xi Summit, BYD's "Evergrande" Crisis, Xi Jinping's Health Concerns · China Insider · Sep 22
- Discussed as a longstanding issue with little expected change in US policy.Fault Lines Episode 628: Xi in Washington: Trade, Tech, Taiwan, and the Iran Wild Card · Fault Lines · Sep 21
Around it
Shows that covered it most
- Defense & Aerospace Report1
- Fault Lines1
- Forbes Newsroom1
- China Insider1
- Cyber Focus: Cybersecurity, National Security, and Critical Infrastructure1
- ChinaPower1
Travels with
Themes in the same episodes, against chance.
Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.
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