Hidden Forces

Why America Needs a New China Strategy | Kurt Campbell & Rush Doshi


Listen Later

In Episode 442 of Hidden Forces, Demetri Kofinas speaks with Kurt Campbell and Rush Doshi. Kurt is the chairman and co-founder of The Asia Group and served as the United States Deputy Secretary of State in the Joe Biden administration and as the Indo-Pacific Coordinator from 2021 to 2024. Rush also served under the previous administration in his capacity as the Deputy Senior Director for China and Taiwan Affairs on the National Security Council and is the author of the extremely influential book, "The Long Game: China's Grand Strategy to Displace American Order."

Kofinas, Doshi, and Campbell spend the first hour of their conversation discussing the nature of China's rise and the challenges it poses to American power, both in terms of its economic, technological, and military development and the scale at which it operates. They also explore the limitations of a 'go-it-alone' approach to great power competition in this new century and the importance of achieving what Kurt and Rush call "allied scale"—the notion that America's decisive advantage comes from its network of alliances. This first hour also includes a series of historical deep dives ranging from the Cold War and the Anglo-German rivalry to America's own period of rapid industrial development beginning in the late 19th century, how American industrial capacity proved decisive in shaping the balance of power in the 20th, and the lessons that can be learned when applying this history to the Chinese economy today.

The second hour is devoted to a conversation about what "allied scale" would look like in practice, the steps that would need to be taken in order to get us there, and the obstacles the United States and its historical allies face in implementing this approach. Demetri also asks Kurt and Rush whether the United States may be exaggerating the threat that China poses at the expense of more important domestic priorities, and the consequences to the stamina of America's alliances and the durability of international peace and security if it is.

The three conclude the second hour with an important conversation about Taiwan, including military contingencies, the diplomacy of deterrence, the public support (or lack thereof) for any type of security commitments to Taipei, and whether the United States is even in a position to win a war in the Pacific.

Subscribe to our premium content—including our premium feed, episode transcripts, and Intelligence Reports—by visiting HiddenForces.io/subscribe.

If you'd like to join the conversation and become a member of the Hidden Forces Genius community—with benefits like Q&A calls with guests, exclusive research and analysis, in-person events, and dinners—you can also sign up on our subscriber page at HiddenForces.io/subscribe.

If you enjoyed today's episode of Hidden Forces, please support the show by:

  • Subscribing on Apple Podcasts, YouTube, Spotify, Stitcher, SoundCloud, CastBox, or via our RSS Feed

  • Writing us a review on Apple Podcasts & Spotify

  • Joining our mailing list at https://hiddenforces.io/newsletter/

Producer & Host: Demetri Kofinas Editor & Engineer: Stylianos Nicolaou

Subscribe and support the podcast at https://hiddenforces.io. Join the conversation on Facebook, Instagram, and Twitter at @hiddenforcespod Follow Demetri on Twitter at @Kofinas

Episode Recorded on 09/23/2025

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

Hidden ForcesBy Demetri Kofinas

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

1,407 ratings


More shows like Hidden Forces

View all
Macro Voices by Hedge Fund Manager Erik Townsend

Macro Voices

3,074 Listeners

Top Traders Unplugged by Niels Kaastrup-Larsen

Top Traders Unplugged

590 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

937 Listeners

Hedgeye Podcasts by Hedgeye Risk Management

Hedgeye Podcasts

202 Listeners

The Market Huddle by Patrick Ceresna & Kevin Muir

The Market Huddle

362 Listeners

Palisades Gold Radio by Collin Kettell

Palisades Gold Radio

252 Listeners

Excess Returns by Excess Returns

Excess Returns

81 Listeners

Eurodollar University by Jeff Snider

Eurodollar University

464 Listeners

The Grant Williams Podcast by Grant Williams

The Grant Williams Podcast

1,350 Listeners

Supply Shock by Blockworks

Supply Shock

110 Listeners

Wealthion - Be Financially Resilient by Wealthion

Wealthion - Be Financially Resilient

377 Listeners

Forward Guidance by Blockworks

Forward Guidance

276 Listeners

Thoughtful Money with Adam Taggart by Adam Taggart | Thoughtful Money

Thoughtful Money with Adam Taggart

400 Listeners

The Julia La Roche Show by Julia La Roche

The Julia La Roche Show

59 Listeners

Monetary Matters with Jack Farley by Jack Farley

Monetary Matters with Jack Farley

145 Listeners