Geopolitics and Policy
US-China relations
Not on the starting list: Claude named it and a second pass merged look-alike labels into it.
- Episodes
- 96
- Share
- 9.0%
- Shows
- 78
- Net sentiment
- −0.25
Bullish 2Mixed 32Neutral 48Bearish 14
The episodes behind it
Why each one was bullish, bearish or in between. Most time on the theme first.
Bullish 2
- Both sides share energy-cost pressures and seem to be easing tensions, suggesting less trade-war escalation ahead.Are Markets About to Take Off Again? | September 21, 2026 · Macro Mondays · Sep 21
- Constructive Trump-Xi dialogue on trade and defense suggests a detente.Muse, Moonshots and the House Always Wins—Until the Market Calls · Behind the Markets Podcast · Sep 25
Bearish 14
- Host portrays a deteriorating relationship with no progress, implying continued friction and downside risk for investors.Nothing Changed: China's 10-Front War on the US · Good Revenue · Sep 26
- Kaplan warns miscalculation over Taiwan could trigger catastrophic conflict, with severe economic and market disruption.Robert Kaplan: Can America and China Avoid a Catastrophic Conflict? · A Charlie Rose Global Conversation · Sep 27
- Host argues relations remain rocky and will likely worsen despite the summit's diplomatic warmth.The real reason why Trump invited China's President Xi to Washington · Geopolitical Economy Report · Sep 25
- Host argues the summit will be largely ceremonial with little substantive breakthrough on trade or AI.China Insider | Trump-Xi Summit, BYD's "Evergrande" Crisis, Xi Jinping's Health Concerns · China Insider · Sep 22
- Speakers argue hosting Xi legitimizes a repressive rival and that US leverage is being wasted.Trump Hosts Xi Jinping, Military Might in Greenland, and AI Alarmism · The Bulletin · Sep 25
- A US-China Cold War and Taiwan risk raise downside tail risks for markets.MacroVoices #551 Michael Every: Decoding The Global Geopolitical Puzzle (Part 2) · Macro Voices · Sep 25
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- China is seen as the main adversary seeking to replace US military and economic dominance.Navigating the New Global Order: Rebeccah Heinrichs, Senior Fellow at Hudson Institute · The Reboot Chronicles with Dean DeBiase · Sep 23
- Summit expected to yield little; speakers see a cold-war dynamic and probing from Beijing.Taiwan’s Slow Squeeze, Ukraine’s Long War · GoodFellows: Conversations on Economics, History & Geopolitics · Sep 23
- Summit produced little progress on trade, Taiwan, or AI, with limited concrete outcomes.NVIDIA CEO on AI Warnings and Growing Calls to Regulate It · Anderson Cooper 360 · Sep 25
- A trade truce extension is expected to yield little; chip export and rare earth controls remain unresolved.Yields Spike and the Trump-Xi Summit Is Probably a Nothing Burger · Rigatoni Capital Podcast · Sep 24
- Hosts criticize a possible trade of Taiwan arms sales delay for AI rhetoric as a poor deal.Trump TV, Meta’s Muse Charm, and Xi in D.C. · Pivot · Sep 25
- Summit viewed as pomp with little substance; commitments unfulfilled and China may run out the clock.10AM Hour: Akamai CEO, Trump-Xi Updates, and AI Banks Risks 9/25/26 · Squawk on the Street · Sep 25
- Summit yielded no commercial deals and an uncertain Chinese aircraft order, seen as weak for US.Defense & Aerospace Report Podcast [Sep 27, ’26 Business Report] · Defense & Aerospace Report · Sep 27
- China is viewed as an untrustworthy rival, and Canada warming to it is risky.We Must Not Abandon Capitalism For Socialism | Jonathan Wellum · Thoughtful Money with Adam Taggart · Sep 22
Mixed 32
- Summit produced only a short truce extension; detente is promising but fragile and politically vulnerable.NTK: How to Translate Summit Photo Ops and Speeches into Long-Term Improvement in the US-China Relationship · The DSR Network · Sep 27
- Goldstein sees stabilization and trade upside but warns of military tension and low expectations.AI, Trade, Taiwan—Here's What To Expect From The Trump-Xi DC Summit: Expert · Forbes Newsroom · Sep 21
- Summit outcomes are uncertain, with limited breakthroughs expected but possible trade and energy wins.Fault Lines Episode 628: Xi in Washington: Trade, Tech, Taiwan, and the Iran Wild Card · Fault Lines · Sep 21
- Trump-Xi meeting seen as strategic gain, but China's trade deal compliance has lagged badly.Is China Aiding Iran's Strikes on U.S. Troops? Steve Mosher Exposes Beijing's Unrestricted Warfare · Brian Kilmeade Show · Sep 27
- Summit could bring relief from pressure or concessions on Taiwan; outcome uncertain for investors.Xi Jinping meets Trump: who holds the cards? · Today in Focus · Sep 24
- Summit brought warmer ties and Iran commitments, but guests stressed rare earth and pharma dependence on China.A Trump-Xi Summit & Cathie Wood’s Investor Letter 9/25/26 · Squawk Pod · Sep 25
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- Speakers see both stabilizing diplomacy and intensifying underlying competition, with the outcome of the summit uncertain.The U.S.–China Relationship Is Moving in Two Directions · The Long Game with Jake Sullivan and Jon Finer · Sep 24
- Trade truce expiry and extension talks create uncertainty, though a planned AI dialogue offers some stability.Will Trump and Xi extend their trade truce? · FT News Briefing · Sep 23
- Summit signals stability and dialogue, but trade, rare earths and Taiwan tensions remain unresolved.The State of U.S.-China Relations Ahead of the Trump-Xi Summit: A Conversation with Demetri Sevastopulo and Xiangwei Wang · ChinaPower · Sep 23
- Speakers see the summit as a chance for stabilization but worry about tensions and tariff chaos.President Xi coming to the White House · On The Ground in China · Sep 21
- Trade extension and purchase commitments are positive, but China's compliance with obligations remains uncertain.Secretary Bessent: China Trade Extension & Economic Pressure On Iran · The Bret Baier Podcast · Sep 24
- Summit yields trade truce extensions and managed cooperation, but tech and supply chain conflict persists.Trump Rolls Out Red Carpet for Xi as China Has NEVER Been Stronger · Raging Moderates with Scott Galloway and Jessica Tarlov · Sep 24
- Xi's state visit may ease trade ties, but framing is largely diplomatic with no clear market lean.Chinese President Xi Jinping to pay state visit to U.S. from September 23 to 25 · Global Business · Sep 21
- The summit produced a short tariff extension and no AI safeguards, leaving the January truce deadline as a live risk.Crosswire — September 26, 2026 · Crosswire · Sep 26
- Trade talks and the Trump-Xi meeting are seen as uncertain, with the host skeptical of expected outcomes.A Glimpse of What Happens When Oil Sells Off: Tech Stocks Rip · Rigatoni Capital Podcast · Sep 21
- Host expects Xi's Washington visit and a possible Nvidia chip sale to shape US-China tech ties.Stripe, AI Agents & the Financial System Built for Machines · WorldviewTube · Sep 25
- Chinese biotech efficiency attracts deal money, but geopolitical and national security tensions could constrain cross-border sales.The FDA's Overton era, and dispatches from Shanghai · The Readout Loud · Sep 24
- Speakers debate whether China's rise is threatening or a natural restoration, and Xi's visit is a flashpoint.“Gonna Be CHAOS!” Xi Jinping Meets Trump + Netanyahu vs Mamdani | With Jeffrey Sachs · Piers Morgan Uncensored · Sep 23
- Talks produced an AI dialogue and trade progress but execution details remain unresolved.Treasury Sec. Bessent, AI Control, & the White House Press Pool 9/21/26 · Squawk Pod · Sep 21
- Speakers see limited prospects for binding US-China AI agreements but some overlap in cybersecurity concerns.Can we slow down AI without losing to China? · The Brookings Current · Sep 21
- Summit may bring chip export and licensing moves, but shared energy-cost concerns suggest limited escalation.Are Markets About to Take Off Again? | Macro Mondays: September 21, 2026 · Real Vision · Sep 21
- Hosts stress China as an adversary and discuss offensive cyber risks alongside possible US-China AI talks.#257 - GPT 6 Astra, AI Extinction, Security Incidents · Last Week in AI · Sep 24
- Xi's state visit and chip export control fights show both engagement and sharp congressional opposition.Iran's Pres. at UN calls Pres. Trump a bully and says Iran will never 'bend the knee' | Chinese Pres. arrives in DC for state visit | AI company CEO's brief UN Security Council · Washington Today · Sep 23
- Summit could bring stability, but China's unconfirmed concessions leave key outcomes uncertain.9AM HOUR: Markets and the Trump-Xi Summit, Oracle Slides, Meta's New Products and "Muse-Mania" 9/24/26 · Squawk on the Street · Sep 24
- Summit deliverables look modest, with a key November 10 deadline and uncertainty on AI cooperation.Closing Bell Overtime: AI’s Grip on Markets Gets Stronger 9/21/26 · Closing Bell · Sep 21
- Trump-Xi meeting produced a two-month trade extension with progress seen but little concrete substance.RenMac Off-Script: Hawk and Awe · RenMac · Sep 25
- Trade truce extension buys time but China's slow agricultural purchases and new ultimatums raise future risk.This is nuts - when's the intervention? · Saxo Market Call · Sep 24
- Trade truce extended while Xi visits Washington, easing near-term tension but with unresolved issues.Meta’s “Right to Win AI” & A Bond Market Rout 9/24/26 · Squawk Pod · Sep 24
- Trump-Xi summit skepticism, PRC military purges, and rare earth leverage are weighed against Chinese economic weaknesses.Trump Claims “The Spoils” at the U.N. · Shield of the Republic · Sep 23
- China's control of refining and price-flooding threatens US supply chains, while onshoring efforts are supported.Chris Milligan on Arkansas' $2 Trillion Lithium Opportunity · Free Arkansas · Sep 22
- Robotics may depend on Chinese manufacturing, so export and trade tensions create two-sided risk.AI Investors Looking At The WRONG Stocks Following Meta's Muse Announcement · The AI Investor Podcast · Sep 24
- Scaramucci says China's trade integration needed regulating, though globalization's benefits were real.Ken Langone, Sen. Peter Welch & Anthony Scaramucci 9/22/26 · Squawk Pod · Sep 22
Neutral 48
- Summit dynamics analyzed factually; a good meeting may mean concessions, per the guest.Xi Jinping meets Trump: who holds the cards? · Full Story · Sep 24
- Discussed as a strategic contest of power and resolve, with no direct investing angle.MINI-EPISODE: Should Australia go to war with China over Taiwan? · Foreign Exchange · Sep 24
- Discussion of Xi's visit and summit preparations is largely factual, with low expectations for concrete outcomes.(Preview) Xi Jinping Comes to Washington; US-China Agenda, Questions and Expectations; The September Politburo Meeting · Sharp China with Bill Bishop · Sep 23
- Trump and Xi discussed trade truce extension, chips, Taiwan arms and AI, without a clear market lean.Trump Praises Xi Friendship; Shocking Poll Reveals Dems' Darkest Views | 9/25/26 FIRST LOOK · The Rubin Report · Sep 25
- Analysis of China's strategic rivalry with the US is largely descriptive, without a clear investing angle.Americano: the truth about Xi & Trump’s summit · Best of the Spectator · Sep 27
- Discussed factually as a geopolitical AI race; the hosts stress avoiding conflict and seeking cooperation.AGI Rideout: Managing Risk on the Road to Advanced AI · Policy Minded · Sep 24
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- Discussed factually as a fragile strategic equilibrium between two peer powers with no clear investing lean.Xi vs Trump: Inside the Chinese Economic Machine · The David McWilliams Podcast · Sep 24
- The discussion analyzes the summit's optics versus substance and whether the leader-level channel is fragile.Julian Gewirtz on Trump-Xi Summit, AI, and Mao Dead Fifty Years Ago! · ChinaTalk · Sep 22
- Summit framed as managed rivalry and civilizational reordering, with trade truce preventing immediate confrontation but not resolving deeper struggle.Ep. 4184 Trump and Xi Jinping Just STUNNED The World!!! · Turley Talks · Sep 25
- Host frames the Trump-Xi summit as American leverage, with commentary on China's weaknesses and US strength.Trump, Xi & the Great AI Arms Race · The Rob Carson Show · Sep 25
- Discussed as a historical rivalry shaped by US pushback on China's rising role, framed factually.Peter Alexander: China | America's Fiercest Competitor or Enemy · The Competent Investor · Sep 23
- Summit expectations are framed as mostly symbolic, with trade as the main agenda and few tangible outcomes.Who's in Control of the AI Race? with Bill Evanina and Matt Hayden · Cyber Focus: Cybersecurity, National Security, and Critical Infrastructure · Sep 22
- Summit expectations are low; issues like Taiwan arms and trade are likely to be deferred rather than resolved.Defense & Aerospace Daily Podcast [Sep 21, 2026] Look Ahead w/ Byron Callan · Defense & Aerospace Report · Sep 21
- Summit rhetoric is largely symbolic with low expectations for concrete deliverables.11AM Hour: U.S.-China Summit Today, Coldwell Banker Realty CEO & OpenAI Hacks Again 9/24/26 · Squawk on the Street · Sep 24
- Xi's visit extended the trade truce to January, with both sides stressing managed competition.Bond rout pushes US mortgages rates past 7% · FT News Briefing · Sep 25
- Summit expectations are low, with few deals expected and major tensions left unaddressed.10AM Hour: China’s Xi Arrives at White House, Why A Diesel Export Ban Could Make Matters Worse, Fed’s Paulson Signals more Rate Hikes 9/24/26 · Squawk on the Street · Sep 24
- Discussed as part of US strategy to isolate China and reshape Pakistan's alignments, with no investing angle.Pakistan under seige - Fight U.S. imperialism, free Imran Khan! with Rizwana & Comrade Eibhlin · SpartTalk · Sep 27
- Xi's state visit focuses on trade truce expiry and Taiwan arms, with mostly symbolic outcomes expected.Crosswire — September 24, 2026 · Crosswire · Sep 24
- China's naval buildup and shipbuilding scale are discussed factually as a strategic challenge to the US.From Yard to Fleet: How South Korea Can Strengthen US Shipbuilding · K-Defence · Sep 24
- Xi-Trump summit expectations are low and any agreement may be reversed afterward.UBS On-Air: Paul Donovan Daily Audio 'In bondage?' · UBS On-Air: Market Moves · Sep 24
- The Xi-Trump summit is expected to produce nothing of market significance.UBS On-Air: Paul Donovan Daily Audio 'House problems' · UBS On-Air: Market Moves · Sep 25
- China's infrastructure strategy and naval build-up are described factually as shaping regional influence.The Region that Defies Prediction. The Middle East’s Past Upheavals and the Storms Yet to Break. With Author Simon Sebag Montefiore · Money Maze Podcast · Sep 25
- Discussion of the AI race with China, its energy lead, and rare earth supply.We Are Betting The Entire U.S. Economy On AI · The Minority Mindset Show · Sep 24
- The US has shifted into an orchestrator of global supply chains, a bipolar tech order with China.Mehran Gul, "The New Geography of Innovation: The Global Contest for Breakthrough Technologies" (Simon and Schuster, 2026) · New Books in Science, Technology, and Society · Sep 24
- Mentioned as background to Beijing's military and political pressure on Taiwan.How Taiwan Became the Republic of Chips · Perspectives with Neilo: Because Freedom and Democracy are worth Defending · Sep 23
- Xi's visit and trade and fentanyl issues are previewed factually.The Scott Adams School 09/23/2026 · Real Coffee with Scott Adams · Sep 23
- China and Russia are described as backing Iran and building alliances that exclude the United States.The Escalation Trap: Is America's Strategy in Iran Backfiring? · The Great Simplification with Nate Hagens · Sep 23
- Trump-Xi summit expected to produce stability agreements, though rare earths and bio-weapons tensions linger.MOVE more important than VIX · Saxo Market Call · Sep 21
- An upcoming summit covering tariffs, AI guardrails and critical mineral supply chains is previewed factually.Morning Briefing: Artemis Gold to Acquire Vista Gold in a $427 M Deal · Mining Stock Daily · Sep 21
- Summit mostly ceremonial, with a two-month tariff truce extension and little concrete policy outcome.Trump-Xi Summit, Navigating Higher Yields, Oracle’s ‘Force Majeure’ 9/24/26 · Power Lunch · Sep 24
- Discussed as a factor in regional security and China's support for North Korea, with no investing angle.UNC Commanders' Forum - 2025 Incheon Symposium · MacArthur Memorial Podcast · Sep 27
- The summit produced mostly pageantry, with a short tariff truce extension and few concrete deliverables.9AM HOUR: 5% Yields Watch; Tech Titans at Trump-Xi Dinner; Oracle's Data Center "Force" 9/25/26 · Squawk on the Street · Sep 25
- China's growing relationships with Global South countries are discussed as shifting geopolitical power.Friday Wrap-Up: A President's View on Global Power and Learning from Big Tech · In Good Company with Nicolai Tangen · Sep 25
- Trump and Xi discussed keeping autonomous military AI under human control.[AI DAILY NEWS RUNDOWN] Oracle Force Majeure on OpenAI Data Center, DeepSeek Hits $1B Run Rate, Google Orbital TPUs, Anthropic $11.6B Akamai Edge Deal & Trump-Xi Summit · Android iOs & AI Unleashed - Exploring Cutting-Edge AI Trends in the Mobile World (English & French) · Sep 25
- Trump-Xi talks expected to produce mostly symbolic outcomes with low expectations for breakthroughs.Meta’s Rally Keeps Rocking… And A Major AI Safety Warning 9/24/26 · CNBC's "Fast Money" · Sep 24
- Trump and Xi summit produced little expected progress, with leaders keeping AI policy unchanged.Closing Bell Overtime: Global Bond Rout Continues 9/24/26 · Closing Bell · Sep 24
- Xi's visit to the US and concerns about Taiwan are discussed factually.S15 EP171: Hour 1 - Trump, Xi, and Peace · The Erick Erickson Show · Sep 23
- Trump's welcome of Xi is mainly pageantry, with few expected policy breakthroughs.11AM Hour: McDonald's CEO, Okta CEO & Trump-Xi Meeting on Deck 9/23/26 · Squawk on the Street · Sep 23
- Probe timing coincides with a Xi-Trump summit and a proposed AI dialogue.OpenAI and Anthropic Release Cheaper AI Models, Investors Visit China as Country’s AI Prowess Rises · The Information's TITV · Sep 23
- Xi visit and US-China AI incident line discussed, with limited expectations for concrete outcomes.Trump Bans Crooked Media · Pod Save America · Sep 22
- The summit produced pageantry and vague outcomes with few concrete deliverables announced.Closing Bell Overtime: Rising Yields Test the Market 9/25/26 · Closing Bell · Sep 25
- Stubb says US and China must cooperate on AI out of necessity, given balance of chips and minerals.President Alexander Stubb: A Changing World Order, Democracies Facing AI, and Golfing with Trump · In Good Company with Nicolai Tangen · Sep 23
- Xi's Washington visit produced pageantry but no announced deliverables yet.Market Resilience Despite Surge In Yields… And Options Action Ahead Of Micron Results 9/25/26 · CNBC's "Fast Money" · Sep 25
- Discussion of tech CEOs attending a White House dinner with Xi Jinping, with no investing angle.Microsoft to Take On Muse, Trump & Xi Dinner, The Mansion Section | Diet TBPN · TBPN · Sep 25
- Campaign attacks over Chinese land purchases and Trump's meeting with Xi are discussed factually.How much trouble is Greg Abbott in? · Texas Take · Sep 25
- China's trade surplus and industrial scale are cited as the underlying driver of Western trade tensions.The Canada-US Trade War: A Bridge Too Far? w/ Jesse Huebsch · Decouple · Sep 25
- Regional stability is mentioned only briefly as an objective of the French office.How France and Taiwan Became Interdependent, From Industrial Gases to Chip Design【Taiwanology Ep.65】 · Taiwanology · Sep 22
- Upcoming Xi visit may produce an AI national security communication channel, but outcome is uncertain.Trump, Ng and LeCun All Attacked the Same Motive · The Context Report: Today in AI · Sep 21
Around it
Companies named
- Nvidia 4
- Lam Research2
- Boeing 1
- Huawei1
- ASML 1
- Broadcom 1
Shows that covered it most
- Squawk on the Street6
- Squawk Pod4
- Closing Bell3
- Defense & Aerospace Report2
- Saxo Market Call2
- Rigatoni Capital Podcast2
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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