00:00What we haven't talked about today is something I write a lot about, Taiwan and China.
00:04And, you know, a piece I put out last week mirroring, you know, if we think that the Strait of
00:10Hormuz crisis is bad, and it is,
00:12imagine a Taiwan Strait crisis.
00:15And this is not the first time that we've talked about the potential ways that China could isolate Taiwan.
00:21It's done it diplomatically this week through closing, you know, sort of the way that the Taipei government has called
00:28it.
00:29It has pressured countries in Africa to stop President Leicende from traveling to Eswatini.
00:36That's diplomatic pressure.
00:37There's also the blockade scenario.
00:39That would be hugely problematic for chips that we depend on from everything to smartphones to cars to artificial intelligence.
00:46So I think those are big pain points that I look at every day.
00:50And those are the things I'm focused on.
Comments