ChinaTalk

Breaking Huawei + Tariffs Done Right with SemiAnalysis and Asianometry


Listen Later

Dylan Patel is a man on a mission. We get into how:

  • Huawei is giving NVIDIA a run for their money
  • What USG needs to do about it
  • What smart semiconductor tariff policy would look like
  • o3

  • Outtro Music, a little texas country for you all:

    Ernest Tubb, Walking the Floor Over You https://www.youtube.com/watch?v=fQIRRReZIls

    Hank Thompson, Wild Side of Life https://www.youtube.com/watch?v=OPvARPfquPc

    And a completely wild post-WWII song I did not feel comfortable putting on the feed but worth a listen for the wtf factor: Ernest Tubb, Filipino Baby https://www.youtube.com/watch?v=1WXnoCyKGw8&pp=0gcJCdgAo7VqN5tD

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ...more
    View all episodesView all episodes
    Download on the App Store

    ChinaTalkBy Jordan Schneider

    • 4.6
    • 4.6
    • 4.6
    • 4.6
    • 4.6

    4.6

    21 ratings


    More shows like ChinaTalk

    View all
    Odd Lots by Bloomberg

    Odd Lots

    2,000 Listeners

    Conversations with Tyler by Mercatus Center at George Mason University

    Conversations with Tyler

    2,469 Listeners

    Sinica Podcast by Kaiser Kuo

    Sinica Podcast

    611 Listeners

    ChinaPower by CSIS | Center for Strategic and International Studies

    ChinaPower

    209 Listeners

    Hidden Forces by Demetri Kofinas

    Hidden Forces

    1,467 Listeners

    The Joe Walker Podcast by Joe Walker

    The Joe Walker Podcast

    133 Listeners

    ChinaTalk by Jordan Schneider

    ChinaTalk

    294 Listeners

    GZERO World with Ian Bremmer by GZERO Media

    GZERO World with Ian Bremmer

    808 Listeners

    The Rachman Review by Financial Times

    The Rachman Review

    145 Listeners

    Pekingology by Center for Strategic and International Studies

    Pekingology

    144 Listeners

    Ones and Tooze by Foreign  Policy

    Ones and Tooze

    376 Listeners

    The Foreign Affairs Interview by Foreign Affairs Magazine

    The Foreign Affairs Interview

    478 Listeners

    Unhedged by Financial Times & Pushkin Industries

    Unhedged

    197 Listeners

    Prof G Markets by Vox Media Podcast Network

    Prof G Markets

    1,472 Listeners

    The Economics Show by Financial Times

    The Economics Show

    150 Listeners