Sharp China Podcast cover art

All Episodes

Sharp China Podcast — 158 episodes

#
Title
1

Sharp China: K-Shaped Economic Data And Its Implications; Ma Xingrui News; Closing Window for Open Source AI?; The SCS and International Law

2

Sharp China: A Missile Test and New PLA Generals; The CITIC Plane Crash; America's Taiwan Interests; Guo Wengui Jailed and Ezra Jin Released

3

Sharp China: Party Building and Xi's Dominance; Memory Chips and ASML Accusations; Germany's Puzzling Push for Plaza Accords

4

Sharp China: Xi Goes to North Korea; Inspecting Xinjiang; A $295 Billion AI Buildout; The Pentagon Alleges PLA Links for Alibaba and Others

5

Sharp China: Seizing the Commanding Heights; Decoding Shangri-La Dialogue; Europe Moots Trade Policy; The PRC Expels a New York Times Journalist

6

Sharp China: Social Mobility and Hukou Reform; US Halts Taiwan Arms Sales?; Ongoing Pressure on Japan; An American Xinhua Journalist Arrested

7

Sharp China: Constructing US-China Stability; Trump's Taiwan Comments and More Summit Takeaways; Putin in China

8

Sharp China: 10 Questions and Modest Expectations With Trump in China to Meet Xi Jinping

9

Sharp China: Beijing Kills Meta’s Manus Deal; April Politburo Takeaways; Foreign Forces Afflicting the Youth; US Countermeasures Mounting

10

Xi Wants the Strait of Hormuz Reopened; Cakes and An E-Commerce Crackdown; The Next Stage of Decoupling; The MATCH Act in Congress

11

Sharp China: A Ceasefire and Reports of PRC Pressure; Another Politburo Investigation; Mythos, DeepSeek, and a Token Crunch

12

Sharp China: The U.S., China and Iran; A PRC-Pakistan Peace Plan; KMT Chair Set to Visit China; Huawei, Manus and ZXMOTO

13

Sharp China: A Giant Mess with Super Micro; Completely Correct Xiong'an Progress; The PRC's Balancing Act on Iran; Manus, Apple and Router News

14

Sharp China: The War in Iran and the Visit to Beijing; New DNI Assessments on Taiwan; Military Scientists Disappearing From Public View

15

Sharp China: The 'Raising a Lobster' Frenzy; Iran and US-China as Trump's Visit Looms; Two Sessions Takeaways

16

Sharp China: All Eyes on Iran; Two Sessions Questions; Alibaba, DeepSeek and Distillation; Another UK Spying Scandal

17

Sharp China: Pending Taiwan Arms Sales; Jimmy Lai Sentenced; Takaichi Secures a Supermajority; AI Models as Propaganda Vectors

18

Sharp China: The PLA Purges One Week Later; World Leaders Flock to Beijing; A Trump-Xi Phone Call; Panama Canal Resolution?

19

Sharp China: 10 Questions on the Detention of Zhang Youxia, Corruption in the PLA, Rumors, Messaging, and Taiwan

20

Sharp China: Canada and the New World Order; Second Order Questions for the US and EU; More Big Names Purged from the PLA?

21

Sharp China: What’s at Stake for China in Iran; Canada's PM in Beijing; Notes on Chips, Apps, and Drones

22

Sharp China: China’s Venezuela Calculations; Japan’s Rare Earth Access; A Reported Pause on Nvidia Purchases; The Meta-Manus Deal Under Review

23

Sharp China: Xi Jinping Thought on Domestic Demand; Political Economy vs. the Actual Economy; The Stories of the Year and Questions for 2026

24

Sharp China: Trump’s Plan to Sell Advanced Chips to China; U.S. Concessions Piling Up Amid a Push for 'Stability'; Macron and the EU Conundrum

25

Sharp China: Trump, Takaichi and a Game of Telephone; Japan Jawboning Continues; An Internet Governance Study Session; China Making Trade 'Impossible'

26

Sharp China: A Maximalist Response to Japan's PM; More Bad Real Estate News; Leaked Warnings on Alibaba; Hasan Piker Touring China

27

Sharp China: US-China Follow-Through; New Xi Textbooks and a New Aircraft Carrier; A Wolf Warrior Greets Japan’s PM; More Setbacks for Nvidia

28

Sharp China: The US-China Deal One Week Later: Why Short-Term Stability Is Likely, Costs and Benefits of Escalation, and More Adventures with Nvidia

29

Sharp China: A Basic Consensus on Arrangements to Address US-China Concerns; The New Five-Year Plan Sounds Familiar; Nexperia as an Object Lesson

30

Sharp China: The Questions Swirling Around the Fourth Plenum; PLA Purges Made Official; The Latest on the Trade War and Nexperia

31

Sharp China: Q&A on the Trade War: Rare Earths Anxiety, PRC Motivations, Mutual Risks, and the Capitulation or Escalation Era

32

Sharp China: Official Secrets and a Royal Mess in the UK; Trillion Dollar Rumors in the Trade War; 300,000 Sim Cards in New York and New Jersey

33

Sharp China: TikTok in the Clear; Taiwan Questions and Soybean Angst; The K Visa Goes Live; Jensen Huang on China Hawks

34

Sharp China: A Trump-Xi Call and Meetings to Follow; TikTok Details Clear as Mud; Arc'teryx and a Tibetan Fireworks Controversy

35

Sharp China: A TikTok ‘Framework’ and Lots of Questions; Nvidia Uncertainty and Chip Countermeasures; The PRC Propaganda Strategy on US Platforms

36

Sharp China: Five Questions After the 9.3 Parade; A Flurry of US-China Updates; Sports Consumption and the NBA’s Return to China

37

Sharp China: Xi Welcomes Putin and Modi at the SCO Summit; Perspective on the India and China Buzz; World War II and a 'Memory War'

38

Sharp China: US-China Talks in DC; Trump Welcomes PRC Students; Cambricon Momentum and H-20s on Ice; What Beijing is Doing in New York City

39

Sharp China: Two Weeks of Nvidia Angst; Stocks and Real Estate; Warming Relations with India?; Labubu and Soft Power Exports

40

Sharp China: July Politburo Meeting Takeaways and Trump’s Evolving Approach to China

41

Sharp China: Xi on Development and Three-Patting Cadres; PRC Venture Investing; Exit Ban Controversies; H20s and a New Trump Narrative; The "Big Tariff"

42

Sharp China: Nvidia Can Sell H20 Chips to China Again; Trump Softening on China?; A Flurry of Xi Activity; Yang Hansen at NBA Summer League

43

Sharp China: Wang Yi’s Message on Ukraine; Continued EU Tensions; Deflation and ‘Disorderly’ Competition; Extended Thoughts on Two Months of Xi Rumors

44

Sharp China: The PRC and the Past Two Weeks in Iran; Ten Speeches in Taiwan; London Framework Faltering?; All Eyes on the EU

45

Sharp China: A US-China Trade Framework and Continuing Rare Earth Fun; The PRC and the War in Iran; Challenges in China's Car Industry

46

Sharp China: US-China Meetings and De-Escalation; Chokepoint Clarity; Embassies in London and Spies in Russia; Xi's Latest Curbs on Party Boozing

47

Sharp China: The Trade War Becomes a Supply Chain War; A Global Rare Earth Emergency; Xu Qiliang and the Xi Rumor Mill

48

Sharp China: Made in China 2025 and What Comes Next; EV Price Wars; The EU and Its China Dilemmas; Xi and His Rivals

49

Sharp China: Chips and the Geneva Consensus; US Policy and the Chinese Century; Controversy Over Solar Power Inverters

50

Sharp China: A 90-Day Pause, Big Tariff Reductions and What De-Escalation Might Mean for the U.S. and China

51

Sharp China: Trade Talks in Switzerland; Continuing Data Opacity Concerns; Xi Heads to Moscow; The CIA Takes to YouTube

52

Sharp China: ‘Protracted War’ and ‘Struggle’; The Looming Risks for the PRC; A Politburo Study Session on AI; Apple’s Attempt to Pivot

53

Sharp China: Bessent and an ‘Unsustainable’ Path; Making Sense of Hourly Madness; The PRC’s Message to the World; A Note on Canada

54

Sharp China: The Fog of the Trade War Continues; US Restricts Nvidia Sales to the PRC; Jensen Huang Heads to Beijing; Rare Earths and Supply Chain Anxieties

55

Sharp China: The Unraveling is Accelerating; Post-Escalation Options for the PRC; Trump Goals and EU Possibilities; Another Maddening TikTok Development

56

Sharp China: Welcoming Foreign Enterprises; Ships are the New Chips; He Weidong and More PLA Rumors; Deep-Sea Cable Cutter

57

Sharp China: Renewed Tensions on Taiwan; Xi ‘Angered’ by Panama Canal Deal; TikTok Talks Heating Up; Multidimensional Trump Implications

58

Sharp China: New Year, Same Plans for the Economy; PRC Tariffs on Canadian Exports; A Trump-Xi Birthday Summit?; When Facebook Tried to Enter China

59

Sharp China: Tariffs and the Escalatory Cycle; China and the Fentanyl Crisis; TSMC Plans and Nvidia Scrutiny; Hard Times for Moutai

60

Sharp China: Trump's Memorandum on Foreign Investment; 'Reverse Nixon' Realities; Document #1; PLA Drills in the Tasman Sea

61

Sharp China: Xi Jinping and China's Tech Companies, The Long-Run Implications of the Chip Ban, and a Pessimistic Outlook for Taiwan

62

Sharp China: The Tariff Tit-for-Tat Begins; The PRC and the Panama Canal; Apple and Google in China; DeepSeek One Week Later

63

Sharp China: Happy Lunar New Year and A Few Thoughts on DeepSeek

64

Sharp China: TikTok Fiasco Continues; Breathing Room on Tariffs; The RMB Calculus; Notes on Taiwan and Hollywood

65

Sharp China: Whither TikTok?

66

Sharp China: TikTok and Musk and Xiaohongshu; Xi’s Speech To Top Leaders; New PLA Capabilities for Taiwan; Proposed AI Controls and Continued Hacking Concerns

67

Sharp China Bonus Episode: TikTok Gets a Hearing at the Supreme Court

68

Sharp China: CEWC and Bleak Economic Data; PLA Exercises Around Taiwan; New Reporting on Chip Controls; Trump’s Standing Invitation to Xi

69

Sharp China: ‘Moderately Loose’ and Cautiously Stimulating; Nvidia Under Investigation; Broadening Export Bans; A TikTok Verdict and a Trump Prayer

70

Sharp China: Final Updates to the Biden Chip Controls; Peak Tough on China?; PLA and CEWC Speculation; More Trump Questions than Answers in Beijing

71

Sharp China: The Final Biden-Xi Meeting; PRC Messaging to the World; Mass Attacks and the Party Response; Trump Transition Updates

72

Sharp China: Stabilization Measures and Export Questions; Taiwan Considers US Arms Purchase; TSMC Halts Advanced Chip Sales to China; Trump Tea Leaves and Cabinet Picks

73

Sharp China: Questions and Expectations for Trump 2.0; Looming Trade Tensions and PRC Responses; Volatility and Intermediaries; TikTok’s Last Hope?

74

Sharp China: Myriad Holes in US Chip Controls; New Reports on TSMC and Huawei; The Latest "Stimulus" News; Mixed Signals on Private Tutoring

75

Sharp China: Questions for BRICS and the NPC; PRC Nuclear Arsenal and Ambitions; Taiwan's Energy Security; Heightened Scrutiny on TSMC and the Biden Admin

76

Sharp China: Operation Joint Sword 2024B; The Latest on the "Stimulus"; US Presidential Election Follow-Up; Two Pandas Fly to D.C.

77

Sharp China: Market Adventures Continue; Waiting for an NPC Meeting; EU Tariffs on PRC EVs; Taiwan National Day

78

Sharp China: Animal Spirits and Xi Bull Market 2.0; Plans for the Property Sector; US-China Updates; Xi and the Succession Question

79

Sharp China: Unpacking the New Stimulus Measures; A Top Economist Disappears; US Moves on Connected Vehicles; The Future of China Policy for Democrats

80

Sharp China: Retirement Age Reforms; A Sabina Shoal Win for the PRC and Questions for the US; Chip Companies in DC; Japan and TikTok

81

Sharp China: The Arrest of Linda Sun; Overcapacity and Mounting Deflation Concerns; A New Role for Qin Gang; Rock Bottom for PRC Men's Soccer

82

Sharp China: The US-China Strategic Channel; Continued Drama in the South China Sea; The Next Phase of Chip Controls; Black Myth: Wukong

83

Sharp China: A New Flashpoint with the Philippines; PRC and the US Election; Tim Walz and China; Connected Vehicles Updates

84

Sharp China: Questions for the Remainder of Biden’s Term; Huawei Gets Stronger; A Sierra Madre Resupply; Doping Controversy Continues

85

Sharp China: The Plenum Puzzles Outsiders; Xi Stays the Course; 'Deepening Reforms' to Western Journalism in China; Remembering the 2008 Olympics

86

Sharp China: Parsing the Third Plenum Communique; Xi and the Rumor Mill; Trump on Taiwan; Biden and the Chip Status Quo

87

Sharp China: Prepping for the Third Plenum: Revisiting the Readout, Past Plenums, Common Prosperity, and Momentous Reforms (Or Not)

88

Sharp China: A Conversation with Rep. Raja Krishnamoorthi on TikTok, Tech Investment, and Competition Between the U.S. and China

89

Sharp China: Philippines Tensions Near a Tipping Point; PLA Corruption Crackdown; Xi’s Message to the EU; A Pentagon Propaganda Campaign

90

Sharp China: The EU Increases EV Tariffs; US teachers Attacked in Jilin City; Xi Searches for Unicorns; A Question About Corruption

91

Sharp China: US-China Messaging in Singapore; New Quality Productive Forces; Putin and a Natural Gas Impasse; 35 Years After Tiananmen Square

92

Sharp China: William Lai’s Inauguration; Real Estate Follow-Up; Q&A on Gold and EV Capacity; Fast Fashion on Saturday Night Live

93

Sharp China: New Tariffs Across Key US Sectors; Et tu, EU?; Putin Visits Beijing; Rumors of a Real Estate Bailout

94

Sharp China: Xi goes to Europe; US restricts Intel and Qualcomm sales to Huawei; Tension with the Philippines and Australia; TikTok Files Its Lawsuit

95

Sharp China: Elon Musk’s Surprise Trip to Beijing; A Third Plenum Set for July; An Uneventful Blinken Visit; Xi’s Trip to Europe

96

Sharp China: Blinken to China; San Francisco Vision Six Months Later; TikTok; A Scandal for PRC Swimming

97

Sharp China: Germany’s Hopes for China; Q1 GDP Growth; National Security Day and Transnational Repression; Another TikTok Report

98

Sharp China: Yellen’s Visit to Beijing; PRC Exports and Global Tensions; Finance with Chinese Characteristics; US-Japan-Philippines

99

Sharp China: A Xi-Biden Phone Call; Yellen and PRC Exports; Continued Tension with the Philippines; Tesla and 3 Body Problem

100

Sharp China: MSS on Cybersecurity; Will the Senate Kill the TikTok Bill?; Solar Energy and the PRC Playbook; Liu Jianchao on the Global South

101

Sharp China: TikTok in the Crosshairs; Why Divestment Is Unlikely; Special Interests vs. National Interests; US Internet Firms in China

102

Sharp China: A 5% GDP Growth Target; Evolving Two Sessions Symbolism; US to Investigate Connected Vehicles; New TikTok Legislation

103

Sharp China: Preparing for the Two Sessions; Li Shangfu and Qin Gang; The I-SOON Hacking Leaks; Heightened Scrutiny for Musk and SpaceX

104

Sharp China: US-China in Vienna and Munich; Hacking and Espionage Allegations; PRC Lobbying in DC; Rep. Gallagher to Depart Congress

105

Sharp China: Continued Market Adventures; Shifting Trade Patterns with China; Looming Green Energy Questions; Messi and a Hong Kong Mess

106

Sharp China: Hong Kong Article 23; No Plenum and Another Market Setback; Trump and Taiwan; TikTok in Congress

107

Sharp China: Tesla’s Future in China; Chinese EVs Around the World; Moves to Stabilize the Markets; More Questions on the Red Sea

108

Sharp China: The Taiwan Status Quo; Markets and GDP Go Opposite Directions; China and the Red Sea; Cannabis; Soccer Corruption

109

Sharp China: Missiles Filled with Water, Not Fuel; Foreign Affairs Work Conference; Liu Jianchao in New York and DC; US-China Updates

110

Sharp China: Big Picture Questions for 2024; Taiwan and the Philippines and Tentative Stability; Our Favorite Memories from 2023

111

Sharp China: The Central Economic Work Conference; More Friction with the Philippines; Hawks and Doves and Kissinger

112

Sharp China Free Episode: Politico’s Rendering of a Xi ‘Purge’; Finance with Chinese Characteristics; Moody’s Works from Home; Secretary Raimondo Warns Chip Companies

113

Sharp China: The Foreign Influencer Ecosystem; Money Flowing Out of China; Xi’s Exit Strategy; A Mao YouTube Controversy

114

Sharp China: Xi-Biden at APEC; Xi’s Message to the Business Community; Another ‘Dictator’ Comment; Eyes on Taiwan’s Presidential Election

115

A Sharp Tech and Sharp China Crossover on the Chip Ban, Taiwan, TikTok and More

116

Sharp China: What Should We Expect at APEC?; Foreign Firms Pull $160 Billion Across Six Quarters; Lee Zhang Detained; Australia Relations "on the Right Path"

117

Sharp China: Li Keqiang and the Mourning Playbook; Wang Yi in DC and Xi to APEC; Gavin Newsom Goes to China; Rahm Emanuel and Resource Extraction

118

Sharp China: Tension Simmering in the South China Sea; The Five Eyes and More Spies; Foxconn and Jon Stewart; The New Yorker on Xi

119

Sharp China: Commerce Closes Some Chip Loopholes; What About TikTok?; Putin and Xi in Beijing; The Beginning of Sinocism

120

Xi-Biden Momentum; Calls to Condemn Hamas; The Chip Lobby Fights the Export Controls; Apple and Kyrie Irving

121

Ongoing Tension with the Philippines; Xi Welcomes Assad; Ambassador Emanuel Continues His Posting; Qin Gang's Fling; Panda Diplomacy and the National Zoo

122

Unanswered Qin Gang Questions; Three Wins for Xi Jinping Economic Thought; US Sources Float New Balloon Details; Huawei Intrigue Continues

123

Sharp China: Biden and Xi Updates; Lies, Spies and Agatha Christie; Interference Allegations in the UK and Canada; Apple’s Latest Marketing Challenge

124

Sharp China: Xi Skips the G-20 as the MSS Puts APEC in Question; More Fallout from the Huawei FU; Rahm Emmanuel has Takes; Apple Needs VR Help

125

Sharp China: Fukushima Outrage Continues; Secretary Raimondo in China; Perfect Timing for a Huawei Launch; TikTok Lobbyists Take a Bow

126

Sharp China: The World Gets Bearish on China; MSS and CIA Spies; US-Japan-South Korea; Complications for Intel and ARM

127

Sharp China: Flooding Hits Beijing and Hebei Province; The PLA's Rocket Force Shakeup; US-China Updates; Unpacking the Beidaihe Mystique

128

Sharp China: Qin Gang ‘replaced and erased’; July Politburo meeting; Semiconductor CEOs and the Biden Administration

129

Sharp China: Qin Gang Disappears; Kissinger Makes a Surprise Trip to Beijing; Chip Lobbying and Email Hacking in DC; More Worrisome Economic Data

130

Sharp China: Hollerin’ About Yellen; Gallium and Germanium Warnings; Understanding PRC Domestic Challenges; The Barbie Movie Banned in Vietnam

131

Biden’s ‘Dictator’ Curveball; Putin’s Latest Mess Validates Xi’s PLA Purge; Huawei Questions Around the World; China and the Fentanyl Crisis

132

Blinken in Beijing; Modest Progress and Unresolved Core Tensions; Too Many Tarmac Takes; More Cuba and Less Balloon

133

Sharp China: A PRC Spy station in Cuba; Xi and “Extreme” Scenarios; Domestic Stimulus and Foreign Money Exodus; What Beijing Did to Improve Air Quality

134

A New Blinken Visit?; US-China Drama in Singapore; The Post-Covid Stimulus Calculus; Travel to the PRC in 2023

135

Sharp China: The Latest Failed Attempt at US-China Defense Dialogue; Beijing’s Misread of Europe; Musk in China; Microsoft Finds Malware in Guam

136

Sharp China: The G-7 Summit and the PRC Response; Making Sense of Biden’s China Approach; $23 Trillion in Local Debt; Censorship Domestically and Abroad

137

Sharp China Podcast: US and China Dreaming of Bali; A Changing Risk Profile for Investors; Canada Expels a PRC Diplomat; Plans for Population and Youth Unemployment

138

Sharp China Podcast: Open for Business (and Raiding Foreign Businesses); Xi Calls Zelenskyy; India, Pakistan and the PRC; Decoupling with an Asterisk

139

Macron and Lula Meetings; 'Surgical' Trade Retaliation; The DOJ Charges Dozens of Chinese Security Officers; Waiting for the FBI's Balloon Report

140

The Tsai/McCarthy Meeting and China's Reaction, Taiwan's Upcoming Presidential Election, Warren Buffett and TSMC, and China and AI

141

Sharp China: The Grim Implications of Xi's Week in Moscow and the Continuing Adventures of TikTok on Capitol Hill

142

Podcast: Middle East Diplomacy and Reports of a Putin Visit; New Submarines for Australia; A Kamala Harris Beijing Trip?; What Xi Learned from His Father

143

New Language from Xi and Qin Gang; Competing Thoughts on DC Consensus; Trudeau and the UFWD; Lessons from Lee Teng-hui's 1995 US Visit

144

Empty Rhetoric on Ukraine; The Judiciary Under Xi; When Congress Investigates Covid Origins; Updates on Bao Fan

145

US-China Meeting in Munich; Biden in Kyiv and Wang Yi in Moscow; Blinken’s Warnings on Weapons; The Disappearance of Bao Fan

146

The Balloon Frenzy Floats Along; Anti-US Propaganda; Xi and the Hardening of the CPC System; ChatGPT in China

147

Biden’s State of the Union; Escalating Rhetoric in Congress; Holes in Hardliner Balloon Theory; What Xi Thinks about Competition

148

A Reconnaissance Balloon Spotted over the Continental U.S. and D.C. Cancels the Visit by Secretary Blinken

149

Expectations for Blinken in Beijing; A U.S. General Predicts War by 2025; Xi to Moscow?; The Decline in Chinese Language Study

150

Advice for New China Watchers; Belt and Road after 10 Years; Land Bans and Repeat Covid Cases; Taiwan’s Presence in DC

151

Sharp China: New Talking Points for Private Business; The US-Japan Alliance; More Police Stations Abroad; Marvel Movies Return to China

152

Reciprocal Travel Restrictions; Wolf Warrior Diplomacy; Made in China 2025; Traveling to Xi's China as an American

153

The First Month of Reopening; Xi's Credibility; Qin Gang and US-China Relations; TikTok Forfeits the Benefit of the Doubt

154

A Head-Spinning Reopening, Questions for Musk, The Latest on the Chip Ban, New Realities for Chinese Big Tech

155

New Narrative on Covid, Jiang Zemin, Relationships in the Pacific, mRNA Vaccines as a Red Herring

156

A Weekend of Protests Across China: What We Know and What Might Come Next

157

Preview: The State of Dynamic Zero-COVID and Reactions to that ProPublica Report

158

The State of Dynamic Zero-COVID and Reactions to that ProPublica Report