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
- 35
- Share
- 3.4%
- Shows
- 34
- Net sentiment
- −0.50
Down from 6.2% of episodes in the weeks before; net sentiment was −0.35.
Bullish 0Mixed 9Neutral 17Bearish 9
4 weeks
Share of each week's episodes, and net sentiment.
0%5%
Sep 21Sep 28Oct 5Oct 12
Net sentiment
−10+1
Sep 21Sep 28Oct 5Oct 12
The episodes behind it
Why each one was bullish, bearish or in between. Most time on the theme first.
Bearish 9
- Chang frames China as an existential enemy, implying escalating conflict risk and hostility between the two powers.Gordon Chang: A War With China Could Start INSIDE America · The Resilient Show · Oct 12
- Heavy dependence on China creates leverage for Beijing and weakens America's diplomatic position.Side Effects May Include Dependency on China · Why It Matters · Oct 15
- Speakers frame Chinese espionage and CCP influence as escalating threats to US interests and security.Guests - Ava Chen, Beth Peterson, Thomas Trask · Winn Tucson · Oct 14
- Escalating rivalry and trade tensions raise risks for global supply chains and investment flows.#424 | RÚSSIA, CHINA, IRÃ E EUA: O NOVO MAPA DA GEOPOLÍTICA EM 2026 · Market Makers · Oct 15
- Discussion centers on Chinese trade surplus, economic warfare, cyber attacks and influence operations against the US.Ep 306 Hour 2 26.10.15 · China Now · Oct 15
- Sullivan argues Trump's handling of China has weakened U.S. leverage, with trade and rare earth escalation hurting America.Can the U.S. Still Lead in Today’s World? A Conversation with Jake Sullivan · Carnegie Connects · Oct 13
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- Copley argues Beijing faces a managed decline and that US-China trade tensions persist.5. AUSTRALIA - Global Geopolitics and Economic Shifts - GREGORY COPLEY 101326 · The John Batchelor Show · Oct 13
- China's state-backed nuclear buildout poses a competitive threat to US nuclear industry and energy security.MacroVoices #554 Yasir Arafat: Mass Manufacturing Nuclear Power Plants · Macro Voices · Oct 15
- He says China is watching a faltering US military and that great power rivalry raises danger.Eric Weinstein: The Secret Alien Programs Nobody Is Talking About · The Diary Of A CEO with Steven Bartlett · Oct 12
Mixed 9
- Xi's visit and trade truce reduce near-term tariff escalation but leave strategic rivalry and economic competition unresolved.Scott Lucas: Trump's Incompetence is Bad for America, Great for the Rest of the World · The CEO Retort with Tim El-Sheikh · Oct 12
- Trade frictions and access restrictions are real hurdles but seen as speed bumps rather than outcome changers.Where Chinese Exports Are Gaining the Most Market Share · Exchanges · Oct 13
- Trade where possible and decouple when necessary; decoupling may intensify in 2027-2028 under gridlock.Episode 94: Insights through Investing in the World · Global in the Granite State · Oct 13
- Tensions between Washington and Beijing raise decoupling risks even as market integration advances.Is CHINA becoming the next global FINANCIAL HUB? - VisualPolitik EN · VisualPolitik EN · Oct 16
- He describes China's hard-line negotiating tactics as frustrating yet effective, with some value in tough dealing.Carlos Gutierrez: ADHD Diagnosed at 65, Career Lessons · The James Altucher Show · Oct 13
- Rivalry over supply chains raises tungsten prices but could also trigger Chinese supply flooding.Have We Missed The Tungsten Rally? Elmet Group & Blue Moon Metals · Catt Calls: No Fear Finance · Oct 12
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- Discussion of Xi's health, purges, Taiwan risks and Trump's deference to Xi lacks a clear investment lean.David Ignatius on a World in Transition: Trump, Xi Jinping, AI & Global Power · A Charlie Rose Global Conversation · Oct 12
- Technology competition and export leverage between the US and China create durable but uncertain supply dynamics.275: How Geopolitics Is Redefining Defense, Energy, Technology and Global Markets · The Bid - An Investing Podcast from BlackRock · Oct 16
- China is cheap and competitive in AI but faces weak domestic demand, governance risk and unpredictable policy.We Asked T. Rowe Price's $17B International Manager Why Value is Winning Again — and What the S&P 500 Leaves Out · Excess Returns · Oct 17
Neutral 17
- Covers US-China military rivalry, influence operations, research theft and China's economic state factually.Hegseth Pushes Military Buildup Amid China Rivalry · NTD+ · Oct 16
- Discussed as a geopolitical relationship, with a note that the Trump-Xi summit may ease tensions without clear investor impact.Trump and the Autocrats: Our New Global Disorder| Michael McFaul (Stanford, former US Ambassador to Russia) · Civic Forum · Oct 13
- Discussion of Trump-Xi summit and US policy stance on Taiwan is factual with no investing angle.Alexander Yui Tah-ray, Taiwan’s representative to US: We’re prepared for China to invade · The Interview · Oct 13
- Trump-Xi summit produced modest outcomes and deferred hard disagreements, with more meetings still ahead.Amb. Wendy Sherman: The Iran Nuclear Deal, Trump’s War & What’s Next · The Burn Bag Podcast · Oct 13
- Washington accuses Beijing of hidden low-yield nuclear testing, a geopolitical dispute with no direct market angle.October 15th, 2026: Iran's Regime Is Preparing for a War That Could Break It & Ukrainian Officer Faces Trial · The President's Daily Brief · Oct 15
- Assessment of readiness for a possible China-Taiwan naval conflict and the deterrence value of new defense tech.E442: Nelson Mills on Building a $100 Billion Company, the China Threat, and the Future of War · How I Invest with David Weisburd · Oct 14
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- Trump's summit with Xi is discussed as mostly symbolic, with tariff escalation paused.Matt Yglesias + Jerusalem Demsas + Jordan Crossover Pod · ChinaTalk · Oct 12
- Discussed as a mention of Trump meeting Xi and China's stance on realism and deals.Après Trump · Geopolitical Cousins · Oct 14
- Discussion of China's view of AI as infrastructure and manufacturing competition, framed factually.Why Ray Dalio is Worried About an AI Bubble · The Most Interesting Thing in AI · Oct 14
- Mentioned as a focus for Europe's trade deficit and U.S. efforts to curb Chinese surplus production.Top of the Morning: Election Watch - Foreign capital, state capitals · UBS On-Air: Market Moves · Oct 13
- Discussed only indirectly as a reason for diversifying away from Chinese rare earth supply.2509: Harena Rare Earths: Ampasindava exploitation permit granted! · The Vox Markets Podcast · Oct 12
- China's central bank digital currency and possible private stablecoins are noted as watched developments.A7A5: Russia's Stablecoin Lifeline · STR: Suspicious Transaction Report · Oct 16
- TSMC says it is not political and focuses on semiconductor fundamentals amid leader summits.Is the AI Chip Boom Built to Last? | TSMC CFO on the Industry's Future · Fox Business Rundown · Oct 16
- Huang argues a pause would let China win the AI race, framing the issue geopolitically.One man could slow down AI. He won’t. Why? · Search Engine · Oct 16
- US State Department condemned Chinese activity off Taiwan, with no direct investing implication.October 16th, 2026: Ukraine Resumes Russian Oil Strikes & Moscow's Massive New Drone Base · The President's Daily Brief · Oct 16
- Discussed only briefly regarding the Yalu River bridge linking China and North Korea.Missiles, Diesel and the Working Week: The Price of Risk · The Economic DNA of Nations · Oct 16
- Brief reference to US rare earth arrangements with China as a comparison point.(Preview) Brussels and Beijing Make a Deal; Weak Holiday Spending Data; Xi’s Reported Rest Breaks; Peak Dove? · Sharp China with Bill Bishop · Oct 13
Around it
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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