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
- 59
- Share
- 5.6%
- Shows
- 57
- Net sentiment
- −0.39
Down from 9.0% of episodes in the weeks before; net sentiment was −0.25.
Bullish 2Mixed 15Neutral 28Bearish 14
2 weeks
Share of each week's episodes, and net sentiment.
0%5%
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.
Bullish 2
- Host sees the tariff cuts, coal and energy purchases and trade board as a mutually beneficial, de-escalating deal.The UN General Assembly & the New US-China Relationship · This Week in Geopolitics · Sep 29
- The state visit's trade deals and dialogue are presented as reducing macro uncertainty for markets.Satoshi (AI) + Blockchain DXB 🔴 28th Sep 🔴 🔴 China–U.S. Historic State Visit 👀 CFTC Targets Cash FX 🔴 Vitalik: Ethereum’s 2030 vision ⭕️ OpenAI + Anthropic Senate Probe in AUS · Blockchain DXB · Sep 28
Bearish 14
- Core disputes on trade, chips, rare earths and Taiwan show no movement, and the truce is fragile.TAPPED: A Managed Cold War · Politicology · Oct 3
- Trump's deference to Xi and reported arms offers signal a damaging shift in US strategy against China.Did Trump offer arms to Xi Jinping? What happened on the White House tour · The Morning Edition · Sep 30
- Panelists say Trump's soft approach and arms-sale remarks weaken US standing and deterrence against China."Rolling out the red carpet for President Xi Jinping" · Deadline: White House · Sep 28
- China's dominance in rare earth processing creates supply chain risk and export-control vulnerability for US industries.Guest: Clarie Li of Moody’s Ratings on vulnerable critical minerals; Cargo thefts intensify; Who pays for warehouse fires? · Logistics Matters with DC VELOCITY · Oct 2
- Speaker says strategic friction is rising as China's trade surplus and weak domestic demand provoke tensions and containment.Why the China Threat Is Overblown | Logan Wright · Hidden Forces · Sep 28
- Hosts argue US-China rivalry and military buildup raise dangerous conflict risk over Taiwan and the Pacific.Trump’s Next War? Leaked Plans Reveal Escalation in Cuba and Iran · Drop Site Livestream · Sep 30
Show 8 moreShow fewer
- Chip tariffs and export controls on China escalate and fragment semiconductor trade.Rewind 16 – RAMmageddon Part 2: The Geopolitical Escalation · RAMmageddon – DigitalWasteland · Oct 2
- Speaker claims China benefits from US refinery decline and influences policy and elections.🚨 MIKE ARIZA: Is California’s Energy Agenda Helping China? The Refinery Crisis Threatening U.S. Military Readiness · Unleashing Intuition Secrets · Sep 30
- The Trump-Xi summit produced little substance and China is seen as gaining leverage over the US.Mark Hertling: Trump on the World Stage is WAY Beyond Embarrassing · Impolitic with John Heilemann · Sep 28
- Commentary on Trump's China state dinner portrays a weakening US position versus China.How Trump Could Threaten the 2026 Election · The David Frum Show · Sep 30
- Murrin frames China as a long-planned strategic rival building regional military dominance.David Murrin: Surviving the Shocks and Brutality of the West's Arrogance · The Competent Investor · Sep 29
- Western restrictions on Chinese inverters and equipment may slow decarbonization unless alternatives are credible.David Fishman on Power, Politics, and a Mega-Dam: Inside China's Energy Sector - Baiguan Radio #43 · China Biz Talk - Baiguan Radio · Sep 28
- Chinese state-linked ownership of European ports and hacking of infrastructure raise risks during a crisis.Planes, Trains, and Military Mobility: Strengthening NATO Through Critical Infrastructure Security · FDD Events Podcast · Sep 28
- Hosts argue weakened US deterrence in the Indo-Pacific is not lost on Xi Jinping.Emergency Episode: Hegseth’s Quantico Manifesto · Shield of the Republic · Oct 1
Mixed 15
- Stabilisation efforts are positive, but core trade and strategic disputes remain unresolved and midterms add uncertainty.When Trump Met Xi - Again · Morning Brief · Sep 28
- Summit yielded modest tariff cuts and dialogue but no breakthrough; rivalry remains structural.U.S.-China : A new superpower détente? · In Focus by The Hindu · Oct 2
- Both sides hold leverage; stalemate offers near-term stability but unstable long-term prospects.Lawfare Daily: The Trump-Xi Summit and U.S.-China AI Competition · The Lawfare Podcast · Oct 2
- Speakers see the summit as a stability respite with limited deliverables, benefiting each side differently.Regional Reactions to the US-China Summit · Hudson Institute Events Podcast · Oct 1
- Speakers see a fragile calm with both sides vulnerable, with neither side clearly winning the relationship.What's next for US-China relations after Xi Jinping's state visit? · The Beijing Brief · Sep 30
- Both sides hold leverage, producing a fragile strategic stalemate with unclear long-term stability.Lawfare Daily: The Trump-Xi Summit and U.S.-China AI Competition · The Lawfare Podcast: Patreon Edition · Oct 2
Show 9 moreShow fewer
- Trade truce extended only briefly, with Taiwan arms sales and AI race tensions unresolved and likely to escalate later.Will US-China Truce Break After US Midterm Elections? · Market Watch · Sep 28
- Summit brought warmer tone and tariff cuts, but core technology and trade differences remain unresolved.Top of the Morning: China at two speeds - Reflections from the ground · UBS On-Air: Market Moves · Oct 1
- Tactical tariff pause is a minor net positive, but structural rivalry and friend-shoring persist.Trump-Xi Summit: The Investment Playbook After the US-China Détente · InvestTalk · Sep 30
- Taiwan's chip dominance is argued both as a deterrent and as a supply-chain vulnerability.How Taiwan Built the World’s Chip Powerhouse · Taiwan Frontlines: Taiwan in the Global Arena · Oct 1
- The 2016 Haiguang license to a Chinese company raised export-control concerns and later led to US restrictions.How Lisa Su Turned a Dying AMD Into a $1 Trillion Giant | China Insights · China Insights · Oct 1
- Leaders meeting offers some optimism, but the strategic relationship remains a stalemate lacking trust.Mohamed El-Erian: America Is Exporting Its Debt Crisis · One Decision · Oct 1
- Turkey courts Chinese investment but remains cautious about Chinese competition and predatory practices.How Türkiye Navigates a World of War · Pivotal States · Sep 28
- Accusations that Chinese labs distilled Claude raise AI competition and export control tensions.DHUnplugged #820: Gullible Markets · DHUnplugged Podcast · Sep 30
- Tariff cuts and trade truce extension ease tensions, but rare earth and AI issues remain unresolved.11AM Hour: Renaissance Macro's Neil Dutta, Nvidia Shares Pop & SpaceX's Historic Launch 9/28/26 · Squawk on the Street · Sep 28
Neutral 28
- Discussed factually as a fragile, stability-focused relationship with limited concrete outcomes.Assessing the Trump-Xi Summit with Da Wei · China Global · Sep 30
- Discussed factually as Chinese intelligence espionage against US institutions, with no clear investing angle.Inside Man: How Chinese Spies Used Lies, Romance and Betrayal to Target the Federal Reserve · Squawk Pod · Sep 30
- Frank assessment of summit diplomacy and strategic competition, with little direct investment guidance.The great US-China superpower rivalry, with Elizabeth Economy · GZERO World with Ian Bremmer · Oct 3
- Summit yielded thin outcomes: a two-month truce extension, a trade board, and pandas, with no breakthrough on structural issues.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
- Discussed analytically as competition and deterrence dynamics, with no direct investing angle.China’s Global Strategy Under Xi Jinping · Pekingology · Oct 1
- Story centers on Chinese intelligence targeting Federal Reserve information and espionage.Inside Man: How Chinese Spies Used Lies, Romance and Betrayal to Target the Federal Reserve · Squawk on the Street · Sep 30
Show 22 moreShow fewer
- Summit described as positive dialogue but with little concrete outcome, so no clear market implication.Washington Weekly Podcast: UN General Assembly, US-China summit · UBS On-Air: Market Moves · Sep 28
- Discussed factually as a managed-rivalry dynamic shaping India's strategic options, with no clear investing angle.US-China Thaw and India's Leverage: · The Morning Brief · Oct 2
- Discussed factually as diplomacy and tension between the two countries over AI, with little direct investing angle.What America and China Fear Most About AI: A Conversation with Kyle Chan and Helen Toner · The Foreign Affairs Interview · Oct 1
- Discussion of Chinese political structure and Trump's relationship with Xi is largely factual analysis without a clear investing angle.Professor Jiang: "China Is Missing 50 Million Girls" · Danny Jones Best of · Oct 3
- Discussion of Trump-Xi summit outcomes and US-China ties is factual with no clear investing angle.Contentious legislative proposals · Taiwan This Week · Oct 2
- Discussed as strategic competition and regime-security dynamics, with no direct investing angle.Countering Asia's Axis of Authoritarianism · The Asia Chessboard · Sep 29
- Host and O'Reilly discuss Xi's White House visit and the value of flattering Chinese leadership.Hour 3: Xi Jinping’s visit · The Mark Simone Show · Sep 28
- Hosts and guest debate whether Latin American states must choose between U.S. security ties and Chinese investment.Rubio Makin Moves · The Jacob Shapiro Podcast · Sep 28
- Discussion of Xi's visit and trade truce is factual geopolitics with no direct investment angle.RAAF F-35 parts wind up in China, Xi Jinping in USA, & Russia testing NATO? · Australian Defence Magazine Podcast · Sep 28
- Discussed factually as governance diplomacy, with no clear investing angle.Trump-Xi Meeting, China’s Four-Pronged AI Strategy, Path to US-China AI Cooperation with Kristy Loke · AI Proem Podcast · Sep 28
- Discussed as a rivalry shaping China's worldview and India's strategic options, without a direct investing angle.Jabin T. Jacob: Reading China Between the lines | Backpocket Pod | #6 · Backpocket Pod · Oct 4
- Discussed as soft diplomacy around Xi's White House state dinner, with Rubio framing it as responsible statecraft."Whoop" Bill Maher? Abdul El-Sayed Just Started a War He Can't Win · Keeping It Real: Conversations with Jillian Michaels · Sep 30
- Trump–Xi summit produced limited, mostly atmospheric outcomes with core tech and Taiwan issues unresolved.Crosswire — September 29, 2026 · Crosswire · Sep 29
- Ukraine's resistance is framed as deterring a Chinese invasion of Taiwan.Timothy Snyder on America’s Superpower Suicide · The Prof G Pod with Scott Galloway · Oct 1
- FCC bars DJI chips from US-built drones, extending restrictions on Chinese drone technology.Army’s $7 Billion Counter-Drone Push, DJI Chip Ban & Lowe’s Drone Delivery · UAV News Talk – Drone News, eVTOLs, UAS Policy & Air Mobility · Sep 30
- Patel argues the China race framing is often used to end debate rather than justify action.The AI warnings are getting louder · Decoder with Nilay Patel · Oct 3
- The speaker frames China and the US robotics race as cooperative rather than zero-sum.Horizon Robotics CEO: Car Chips, Mind-Off Driving and China's Speed · In Good Company with Nicolai Tangen · Sep 30
- Notes Chinese drone systems compete in Africa and lack US restrictions, discussed factually.How Firestorm Labs Is Bringing Drone Manufacturing to the Tactical Edge · Aerospace & Defense Technology · Oct 2
- Touched on as background to Taiwan's defense and supply chain posture.Taiwan tech news 2026/09/26-10/02 (+Taiwan's new main battle tank) · Taiwan Tech Update · Oct 3
- China and Russia respond to US space weapons announcements, framing a space arms race.Tech Is Getting Smarter. War Is Still Messy. · Goat Rodeo · Oct 2
- Discussion centres on US-Russia diplomacy rather than US-China relations.Fleeing Russians using Ukrainian civilians as 'human shields' in Kharkiv · Ukraine: The Latest · Sep 30
- Mentioned in passing regarding Chinese and Russian military systems and intelligence threats.Not a Burden, a Blessing: Amb. Yoram Ettinger on the Two-Way Street Between America and Israel · Proclaiming Justice · Sep 29
Around it
Companies named
- BYD 1
- Nvidia 1
- Apple 1
- Anthropic 1
- DJI1
- Autel1
Shows that covered it most
- Squawk on the Street2
- UBS On-Air: Market Moves2
- AI Proem Podcast1
- Australian Defence Magazine Podcast1
- Blockchain DXB1
- China Biz Talk - Baiguan Radio1
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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