EPISODE · Oct 20, 2025 · 1H 8M
Lars Tvede - Trade war China vs US and the rare earth materials
from MINDBLOWERS - uncovering the mysteries of the future · host Daniel Kafer
Send us Fan MailChina’s rare-earth power play could determine who wins the global AI race.In this episode of The Mindblowers Podcast, futurist Daniel Kafer talks with bestselling author Lars Tvede—just back from China—about the country’s new strategy to dominate AI, robotics, and critical technology supply chains.What You’ll Learn• How China’s rare-earth monopoly fuels AI and robotics dominance• The hidden economics of semiconductors, tariffs, and critical minerals• Why global supply chains are becoming the new weapons of AI competition• How the U.S., Japan, and Europe are countering China’s AI strategy• What this means for investors, innovators, and policy shapers in a post-labor world00:00 – Welcome to The Mindblowers Podcast and Lars Tvede00:05 – Why China Controls Rare Earths material00:20 – Do China want a trade war?00:45 - The US tarif strategy01:10 – China is the most difficult trade partner01:50 – The surprice attack from China03:10 – The most realistic trade agreement with China04:10 – China should be careful not to take on the whole world05:00 – Rare Earths: The Hidden Weapon of AI06:50 – China sit on 90% refining of rare earth materials09:30 – Where rear earth materials are used09:00 – AI, Automation, and Geopolitics Collide10:30 – Chinese plan to criple US AGI development?12:00 – China plays the long game13:50 – The impact of a potential trade war19:30 – Women are Chinas secret weapon23:45 – China’s aging population24:40 – A small population could be an advantage26:00 – Will Xi and Trump meet in October?26:15 – Chinese stock market could rally33:00 – USA I breaking up BRICS+34:00 – China and India relationship41:00 – 3 phases of rare earth materials44:00 – Should you invest in Rare Earth?46:00 – Is AGI still on track?46:55 – China er super bullish on AI49:30 – Can we redefine AI?
What this episode covers
Send us Fan Mail China’s rare-earth power play could determine who wins the global AI race. In this episode of The Mindblowers Podcast, futurist Daniel Kafer talks with bestselling author Lars Tvede—just back from China—about the country’s new strategy to dominate AI, robotics, and critical technology supply chains. What You’ll Learn • How China’s rare-earth monopoly fuels AI and robotics dominance • The hidden economics of semiconductors, tariffs, and critical minerals • Why global supply...
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Lars Tvede - Trade war China vs US and the rare earth materials
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