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The interviewer frames the common U.S. view that China sees U.S. distraction in Iran as an opportunity around Taiwan, TSMC, Belt and Road, and gold corridors.
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Tsmc
The interviewer frames the common U.S.
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"Okay, perfect. So now my mental map is that what's happening in the world right now is really a question of U.S. and China...."
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"for a very long time, much longer than he's been a political figure, and saying, okay, this is a guy that's had his eye..."
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"...huge blow to our perceived modern way of life because of TSMC. And so that feels like given that and the gold standard."
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"The gold corridor in South America and some of the moves with the Belt and Road Initiative just feel like China's being more strategically..."
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