Geopolitics and Policy
Taiwan
Not on the starting list: Claude named it and a second pass merged look-alike labels into it.
- Episodes
- 19
- Share
- 1.8%
- Shows
- 19
- Net sentiment
- −0.64
Down from 2.1% of episodes in the weeks before; net sentiment was −0.69.
Bullish 0Mixed 4Neutral 8Bearish 7
2 weeks
Share of each week's episodes, and net sentiment.
0%2%4%
Sep 21Sep 28
Net sentiment
−10+1
Sep 21Sep 28
The episodes behind it
Why each one was bullish, bearish or in between. Most time on the theme first.
Bearish 7
- Deferring arms sales to Taiwan could weaken its defense and embolden Chinese pressure on the island.Did Trump offer arms to Xi Jinping? What happened on the White House tour · The Morning Edition · Sep 30
- A $14 billion Taiwan arms package is stalled, and Trump's bargaining-chip remarks raise deterrence and security concerns."Rolling out the red carpet for President Xi Jinping" · Deadline: White House · Sep 28
- Taiwan arms sales delay is a key flashpoint that could derail the emerging truce.U.S.-China : A new superpower détente? · In Focus by The Hindu · Oct 2
- Hosts see slow erosion of Taiwanese sovereignty and a possible delayed $14 billion arms sale.RAAF F-35 parts wind up in China, Xi Jinping in USA, & Russia testing NATO? · Australian Defence Magazine Podcast · Sep 28
- Hosts describe Chinese pressure on Taiwan, including incursions and a possible arms sale, as escalatory.Trump’s Next War? Leaked Plans Reveal Escalation in Cuba and Iran · Drop Site Livestream · Sep 30
- A blockade or escalation around Taiwan would be a major shock to the global chip supply.Rewind 16 – RAMmageddon Part 2: The Geopolitical Escalation · RAMmageddon – DigitalWasteland · Oct 2
Mixed 4
- Reunification scenarios are debated, with semiconductor supply chain implications pulling in different directions for investors.Professor Jiang: "China Is Missing 50 Million Girls" · Danny Jones Best of · Oct 3
- Taiwan policy was reaffirmed in words, but a delayed arms package and China's requests make outcomes uncertain.Regional Reactions to the US-China Summit · Hudson Institute Events Podcast · Oct 1
- The silicon shield idea is contested; war risk is a fundamental threat but overseas fabs reduce concentration.How Taiwan Built the World’s Chip Powerhouse · Taiwan Frontlines: Taiwan in the Global Arena · Oct 1
- Speaker argues physical invasion is unlikely but that a Taiwan loss would reshape US credibility and global order.Jabin T. Jacob: Reading China Between the lines | Backpocket Pod | #6 · Backpocket Pod · Oct 4
Neutral 8
- Analysis of Taiwan's policy position, US arms sales and political stability is largely descriptive.Contentious legislative proposals · Taiwan This Week · Oct 2
- Examined as a deterrence question tied to Xi's leadership and PLA decision-making.China’s Global Strategy Under Xi Jinping · Pekingology · Oct 1
- Analysis of Taiwan signaling and 2028 risks, with no direct investing angle.Assessing the Trump-Xi Summit with Da Wei · China Global · Sep 30
- Confusion over Trump's remark on arms sales; no arms package announced and Taiwan language unchanged.The Strategic Stalemate Era for the US and China; Xi Welcomes American Young People; Domestic Crackdowns and Economic Concerns · Sharp China with Bill Bishop · Oct 1
- Reports delivery of first new F-16 Block 70 jets to Taiwan after delays.President Trump Meets with Senior Advisors at Camp David; Iran War & Saudi Arabia - Houthi Conflict on Agenda + Saudi Arabia Preparing Offensive Against Houthis + US Army Precision Strike Missile Increment 4 Program · I - On Defense Podcast · Oct 3
- Host argues China seeks to annex Taiwan and replace the dollar as reserve currency.PENTAGON: Elon Musk Returns To Government · Philip Teresi · Oct 3
Around it
Companies named
Shows that covered it most
- Australian Defence Magazine Podcast1
- Deadline: White House1
- Morning Brief1
- The Asia Chessboard1
- China Global1
- Drop Site Livestream1
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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