Confluence of Ideas - The Geopolitics of Taiwan and the Issue of Globalization

from Confluence Podcasts · host Confluence Investment Management

Chief Market Strategist Bill O’Grady and Market Strategist Patrick Fearon-Hernandez discuss the geopolitics of Taiwan and the risks to globalization presented by the concentration of the semiconductor industry on the island of Taiwan. Topics include the issue of strategic ambiguity, the potential chokepoint that Taiwan’s semiconductor’s industry represents, and the issue of Taiwan/China unification by diplomacy or force.

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This episode is 20 minutes long.

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This episode was published on July 7, 2021.

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