Show from 4/7/23

Jeremy Schwartz and Prof. Siegel review some weak and unfortunate macro-level data from the markets this past week. Even the labor force is softening again, despite the promise that Q1 2023 brought. Plus, the fallout from bank runs hasn’t been fully realized in the data yet. Jonathan Ward joins the conversation to break down the current state of US-China relations. He shares his unique perspective on macroeconomics, informed by his geopolitical expertise.

Guest:

Dr. Jonathan D. T. Ward has been studying the rise of China for more than a decade. From travels with truck caravans in Tibet and across the South China Sea by cargo ship in his early twenties, to accessing Communist Party archives that have now been closed to the world while a PhD candidate at Oxford, to consulting for the U.S. Department of Defense and Fortune 500 organizations, Dr. Ward has brought the experience of a traveler, the discipline of a scholar, and the insight of a strategy consultant to one of the toughest, biggest challenges of our time: what does China want, how will it try to get it, and what should America do? Dr. Ward is the Founder of Atlas Organization, a Washington DC based consultancy focused on the rise of India and China, and US-China global competition. Dr. Ward is author of The Decisive Decade, available where books are sold April 29th.

Learn more at https://jonathandtward.com/

Buy/pre-order his book: https://www.amazon.com/Decisive-Decade-American-Strategy-Triumph/dp/1635768454

Follow him on Twitter: @jonathandtward