On today’s episode, Andy sits down with geopolitical strategist and author Peter Zeihan, founder of Zeihan on Geopolitics. They discuss Taiwan’s role in the global semiconductor supply chain and its relationship with China. The conversation covers the challenges the U.S. faces in reshoring manufacturing, China’s demographic trends, and the potential consequences of a military conflict over Taiwan. They also address issues related to AI development, global food security, and the need for investment in U.S. industrial and energy infrastructure.

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