WEBVTT - Interview Only w/ Eyck Freymann - Will China Invade Taiwan & Would Trump Go To War To Stop Them? 

0:00:00.080 --> 0:00:02.040
<v Speaker 1>This episode of the Chuck Podcast is brought to you

0:00:02.080 --> 0:00:04.440
<v Speaker 1>by Ethos and what Ethos does is it helps you

0:00:04.559 --> 0:00:06.880
<v Speaker 1>find life insurance. Let me tell you why life insurance

0:00:07.000 --> 0:00:09.360
<v Speaker 1>bailed me out. My father died when I was sixteen.

0:00:09.720 --> 0:00:11.680
<v Speaker 1>We didn't have a lot of money when it happened,

0:00:11.800 --> 0:00:14.640
<v Speaker 1>and we were in a pretty tough financial spot after

0:00:14.800 --> 0:00:18.520
<v Speaker 1>it happened. I'm an only child. Suddenly my mother's single,

0:00:18.680 --> 0:00:21.360
<v Speaker 1>single mother. She had a job, suddenly lost a job,

0:00:21.400 --> 0:00:23.799
<v Speaker 1>looking for another job, and we were struggling. You know,

0:00:23.880 --> 0:00:26.720
<v Speaker 1>my dad didn't leave us in the best financial situation,

0:00:27.040 --> 0:00:29.080
<v Speaker 1>but he did make one purchase. He bought a life

0:00:29.120 --> 0:00:32.680
<v Speaker 1>insurance policy. Wasn't a huge chunk of change, but it

0:00:32.760 --> 0:00:35.080
<v Speaker 1>was enough when we found it. And when I say

0:00:35.120 --> 0:00:36.839
<v Speaker 1>we found it, meaning we went through his desk and

0:00:36.840 --> 0:00:38.560
<v Speaker 1>we found, oh, look at this, let's see if there's

0:00:38.600 --> 0:00:41.520
<v Speaker 1>anything here. And it helped us out at a time

0:00:41.560 --> 0:00:43.720
<v Speaker 1>that we really needed it. And that's why I think

0:00:43.720 --> 0:00:47.319
<v Speaker 1>it's important that if you can, especially if you have

0:00:47.400 --> 0:00:50.000
<v Speaker 1>young children, if you can get life insurance, you should

0:00:50.000 --> 0:00:54.400
<v Speaker 1>get it. Life is full of unexpected emergencies, unexpected things happen.

0:00:55.080 --> 0:00:58.000
<v Speaker 1>It is an extra bit of security, something you can

0:00:58.160 --> 0:01:00.680
<v Speaker 1>leave and help out at a time when you're not

0:01:01.000 --> 0:01:03.880
<v Speaker 1>you're not there to help. So what does Ethos do well.

0:01:03.880 --> 0:01:07.000
<v Speaker 1>Ethos makes getting life insurance fast and easy, and it's

0:01:07.000 --> 0:01:09.360
<v Speaker 1>one hundred percent online. You can get a quote in seconds,

0:01:09.440 --> 0:01:11.319
<v Speaker 1>you can apply in minutes, and you can get same

0:01:11.400 --> 0:01:14.160
<v Speaker 1>day coverage. They will find you the right fit. There's

0:01:14.200 --> 0:01:16.480
<v Speaker 1>no medical exam. You just answer a few simple health

0:01:16.520 --> 0:01:18.880
<v Speaker 1>questions online. You can get up to three million dollars

0:01:18.920 --> 0:01:21.080
<v Speaker 1>in coverage and some policies are as low as thirty

0:01:21.120 --> 0:01:23.920
<v Speaker 1>dollars a month and you'll get your lowest rate from

0:01:24.000 --> 0:01:27.440
<v Speaker 1>their network of trusted carriers. So take ten minutes to

0:01:27.480 --> 0:01:31.000
<v Speaker 1>get covered today with life insurance through Ethos. Get your

0:01:31.000 --> 0:01:34.760
<v Speaker 1>free quote at ethos dot com slash chuck that is

0:01:34.880 --> 0:01:40.240
<v Speaker 1>e t hos dot com slash chuck. Application times may

0:01:40.319 --> 0:01:48.040
<v Speaker 1>vary and rates may vary. So while we are rightfully

0:01:48.120 --> 0:01:51.320
<v Speaker 1>focused on what is happening in the Middle East with Iran,

0:01:52.400 --> 0:01:54.920
<v Speaker 1>we've taken our eyes off the ball in two foreign

0:01:54.960 --> 0:01:57.640
<v Speaker 1>policy stories. When I say we the collective, I guess

0:01:58.080 --> 0:02:00.320
<v Speaker 1>political media have a little bit. One is, of course

0:02:00.360 --> 0:02:04.480
<v Speaker 1>the war in Ukraine, and then the other is all

0:02:05.040 --> 0:02:08.000
<v Speaker 1>is the pivot to Asia. I sort of joke about that.

0:02:08.240 --> 0:02:11.120
<v Speaker 1>I'm old enough to remember in Obama's second term the

0:02:11.120 --> 0:02:16.680
<v Speaker 1>pivot to Asia and even the first Trump administration realizing, yeah,

0:02:16.960 --> 0:02:20.200
<v Speaker 1>you know, the whole point of being energy independent was

0:02:20.440 --> 0:02:24.639
<v Speaker 1>to then confront China and the pivot to Asia. We have,

0:02:24.919 --> 0:02:28.440
<v Speaker 1>i think, still waiting for that pivot. But my next

0:02:28.520 --> 0:02:30.880
<v Speaker 1>guest has a book on a topic. As you know,

0:02:30.960 --> 0:02:33.480
<v Speaker 1>I've been covering it, probably a bit more than your

0:02:33.520 --> 0:02:37.240
<v Speaker 1>average political podcaster has covered, which is the issue of

0:02:37.280 --> 0:02:41.000
<v Speaker 1>Taiwan and the fact that twenty twenty seven, which was

0:02:41.120 --> 0:02:45.119
<v Speaker 1>a marker that the Chinese had sort of set as

0:02:45.160 --> 0:02:48.520
<v Speaker 1>sort of the is sort of when she wanted the

0:02:48.639 --> 0:02:53.240
<v Speaker 1>Chinese military to be prepared to take Taiwan by force

0:02:53.360 --> 0:02:58.760
<v Speaker 1>if necessary, is suddenly getting a lot closer. Right, object,

0:02:58.880 --> 0:03:02.440
<v Speaker 1>the object in this Mirrea is quite close now, being

0:03:02.440 --> 0:03:05.520
<v Speaker 1>twenty twenty seven. So the question is where's this going,

0:03:05.600 --> 0:03:09.600
<v Speaker 1>where's this headed? And given what's been what we're still

0:03:09.639 --> 0:03:13.480
<v Speaker 1>experiencing with the war in Ukraine, what frankly the United

0:03:13.520 --> 0:03:16.160
<v Speaker 1>States has gotten itself into when it comes to Iran,

0:03:16.200 --> 0:03:18.880
<v Speaker 1>what does this mean for Taiwan. Well, my guess is

0:03:19.680 --> 0:03:23.400
<v Speaker 1>Ike Freiman. He is the authors from of a new

0:03:23.440 --> 0:03:28.040
<v Speaker 1>book called Defending Taiwan, a Strategy to prevent war with China,

0:03:29.440 --> 0:03:31.120
<v Speaker 1>and he joins me. Now, Ike, it is nice to

0:03:31.120 --> 0:03:31.480
<v Speaker 1>meet you.

0:03:32.000 --> 0:03:33.760
<v Speaker 2>Crazy meets you, Chuck. It's a pleasure to be on

0:03:33.800 --> 0:03:34.120
<v Speaker 2>the show.

0:03:35.240 --> 0:03:40.800
<v Speaker 1>So let's start with the premise of your book. When

0:03:40.800 --> 0:03:45.280
<v Speaker 1>you say defending Taiwan and a strategy. Is this a

0:03:45.400 --> 0:03:49.320
<v Speaker 1>diplomatic strategy that you want to outline, A military strategy,

0:03:49.400 --> 0:03:56.880
<v Speaker 1>a strategy of deterrence, a strategy to eventually recognize independence

0:03:56.920 --> 0:03:57.960
<v Speaker 1>for Taiwan? What is it?

0:03:58.840 --> 0:04:01.920
<v Speaker 2>This is a strategy you to prevent a devastating war

0:04:01.960 --> 0:04:05.160
<v Speaker 2>with China, something that I think should be a goal

0:04:05.280 --> 0:04:09.080
<v Speaker 2>uniting democrats, republicans, everyone in between. And a strategy to

0:04:09.120 --> 0:04:12.560
<v Speaker 2>preserve an honorable piece in the Taiwan straight but also

0:04:12.640 --> 0:04:14.960
<v Speaker 2>in the region as a whole. Something we can get

0:04:15.000 --> 0:04:18.320
<v Speaker 2>into on this show is that Taiwan's fate is just

0:04:18.400 --> 0:04:21.400
<v Speaker 2>connected to the fate of the broader region. The United

0:04:21.440 --> 0:04:26.360
<v Speaker 2>States does not support Taiwan independence. We have a long

0:04:26.400 --> 0:04:30.599
<v Speaker 2>standing one China policy. It's decades old, it served us well,

0:04:30.760 --> 0:04:32.320
<v Speaker 2>it's helped to deter war in the past.

0:04:32.839 --> 0:04:34.800
<v Speaker 1>I appreciate you saying that we've had a couple of

0:04:34.839 --> 0:04:41.880
<v Speaker 1>presidents who seem to utter some sentences that put that

0:04:41.960 --> 0:04:45.800
<v Speaker 1>policy in question. I mean, Joe Biden said some things

0:04:45.839 --> 0:04:48.000
<v Speaker 1>out loud that no American president had said when it

0:04:48.040 --> 0:04:50.799
<v Speaker 1>came to promising support for Taiwan.

0:04:51.560 --> 0:04:54.280
<v Speaker 2>That's true, and the One China policy is funny. It's

0:04:54.320 --> 0:04:57.160
<v Speaker 2>a bit like a magic incantation because we talk a

0:04:57.200 --> 0:04:59.800
<v Speaker 2>lot about it, but the substance of it is sort

0:04:59.839 --> 0:05:03.160
<v Speaker 2>of was shifting and evolving. But that's okay, because there

0:05:03.160 --> 0:05:05.160
<v Speaker 2>really is no such thing as a status quo in

0:05:05.200 --> 0:05:09.280
<v Speaker 2>the Taiwan straight there never has been. There's a military balance,

0:05:09.279 --> 0:05:13.239
<v Speaker 2>there's a diplomatic balance. The idea of the One China

0:05:13.279 --> 0:05:16.800
<v Speaker 2>Policy is that on the whole, we support peace and

0:05:16.839 --> 0:05:20.440
<v Speaker 2>stability in this region. We don't take a position as

0:05:20.480 --> 0:05:25.520
<v Speaker 2>to how Taiwan's status is ultimately decided. That's something for

0:05:25.640 --> 0:05:29.839
<v Speaker 2>Taiwan and for Beijing to work out by themselves. But

0:05:30.240 --> 0:05:33.320
<v Speaker 2>we don't want that to be resolved by force or

0:05:33.360 --> 0:05:37.479
<v Speaker 2>by coercion. And especially since Taiwan has become a democracy,

0:05:37.760 --> 0:05:40.719
<v Speaker 2>we want it to be democratically acceptable to the people

0:05:40.760 --> 0:05:44.880
<v Speaker 2>of Taiwan. Why because Taiwan's fate for reasons of geography

0:05:44.920 --> 0:05:47.039
<v Speaker 2>and a whole lot else is just tied up to

0:05:47.080 --> 0:05:51.600
<v Speaker 2>the fate of our treaty allies Japan, South Korea, Australia

0:05:51.600 --> 0:05:55.880
<v Speaker 2>and beyond. And there's no way to prevent catastrophic cascading

0:05:55.920 --> 0:06:00.000
<v Speaker 2>consequences in this region if Taiwan falls by force or coercion.

0:06:01.200 --> 0:06:05.080
<v Speaker 1>You know, whenever great powers shoot themselves in the foot,

0:06:06.600 --> 0:06:11.279
<v Speaker 1>it's usually because they have a leader who's obsessed with

0:06:11.360 --> 0:06:15.359
<v Speaker 1>an historic wrong in their mind, right, it is not

0:06:15.720 --> 0:06:21.200
<v Speaker 1>usually about the current situation. Take Putin with Ukraine. He

0:06:21.320 --> 0:06:24.600
<v Speaker 1>just believes Nope, Ukraine is not a country, it's part

0:06:24.640 --> 0:06:28.200
<v Speaker 1>of Russia. And I get the same sense from she

0:06:28.800 --> 0:06:30.919
<v Speaker 1>right that he views right. You you even say this

0:06:31.000 --> 0:06:36.040
<v Speaker 1>that you label that Tay wants. He sees it as

0:06:36.200 --> 0:06:41.760
<v Speaker 1>a lynchpin to what you call national rejuvenation. Yeah, which

0:06:41.800 --> 0:06:47.359
<v Speaker 1>means it's an ideological obsession, right of the leaders. But

0:06:47.520 --> 0:06:56.919
<v Speaker 1>what is it other? Why do they take aside pride history?

0:06:57.000 --> 0:07:00.480
<v Speaker 1>And maybe that is the strongest reasoning that they want

0:07:01.120 --> 0:07:04.400
<v Speaker 1>what's the practical reason that they want this so bad?

0:07:05.920 --> 0:07:07.880
<v Speaker 2>It's a great question. This is how we should start.

0:07:08.240 --> 0:07:11.840
<v Speaker 2>So as you say, Taiwan is the unfinished business of

0:07:11.880 --> 0:07:17.600
<v Speaker 2>the Chinese Civil War, and especially since Taiwan has democratized.

0:07:18.080 --> 0:07:21.720
<v Speaker 2>Since Taiwan has become this staggering success of one of

0:07:21.760 --> 0:07:26.760
<v Speaker 2>the most open and prosperous and technologically advanced societies on Earth,

0:07:27.760 --> 0:07:31.560
<v Speaker 2>having it across the strait is a bit uncomfortable for

0:07:31.600 --> 0:07:35.920
<v Speaker 2>the Chinese Communist Party, right because it's a living, breathing

0:07:35.960 --> 0:07:40.120
<v Speaker 2>example of what another China could have looked like, a

0:07:40.200 --> 0:07:44.600
<v Speaker 2>China that is both wealthier and more technologically advanced and

0:07:44.880 --> 0:07:50.200
<v Speaker 2>accepted in the international community and free. So that's understandable,

0:07:50.360 --> 0:07:53.840
<v Speaker 2>and season Ping is deeply invested in this issue, but

0:07:53.920 --> 0:07:57.360
<v Speaker 2>so were his predecessors. And you know, to study the

0:07:57.400 --> 0:08:01.000
<v Speaker 2>history of this issue is to see that going back

0:08:01.040 --> 0:08:04.280
<v Speaker 2>all the way to Mao, Chinese leaders have lusted after

0:08:04.320 --> 0:08:07.600
<v Speaker 2>this prize and they have turned it into a domestic

0:08:07.640 --> 0:08:13.280
<v Speaker 2>propaganda object. So the thing to understand, though, is that

0:08:13.280 --> 0:08:16.640
<v Speaker 2>from the very beginning it has always been entwined with

0:08:16.720 --> 0:08:20.080
<v Speaker 2>relations with the United States. When the Communists took over

0:08:20.120 --> 0:08:24.400
<v Speaker 2>the mainland in the fall of nineteen forty nine, Now

0:08:24.560 --> 0:08:28.760
<v Speaker 2>immediately gave his general's instructions to plan an invasion of Taiwan,

0:08:29.440 --> 0:08:31.800
<v Speaker 2>and they looked into what an amphibious operation would look like,

0:08:31.840 --> 0:08:35.520
<v Speaker 2>and they decided can't be done because the island's geography

0:08:35.600 --> 0:08:39.360
<v Speaker 2>is just extremely difficult, and they've been working on that

0:08:39.440 --> 0:08:42.120
<v Speaker 2>problem for seventy years and I think they're not satisfied yet,

0:08:42.240 --> 0:08:45.320
<v Speaker 2>but they're getting closer. Why does it matter. The first

0:08:45.360 --> 0:08:48.880
<v Speaker 2>reason is geography. So Taiwan is a link in the

0:08:48.880 --> 0:08:52.839
<v Speaker 2>first island chain, an archipelago that goes from Japan actually

0:08:52.880 --> 0:08:55.120
<v Speaker 2>starting in the Russian Curl Islands, all the way down

0:08:55.320 --> 0:08:58.040
<v Speaker 2>into the South China Sea. And you sort of have

0:08:58.080 --> 0:09:02.199
<v Speaker 2>to look at a topographic map because in between those islands,

0:09:02.960 --> 0:09:05.840
<v Speaker 2>the sea is often so shallow that you can't navigate through.

0:09:06.120 --> 0:09:10.880
<v Speaker 2>So there's only a few choke points in between these

0:09:10.880 --> 0:09:12.960
<v Speaker 2>islands that you can actually navigate through. And that means

0:09:13.480 --> 0:09:16.720
<v Speaker 2>China's navy, which is now the world's largest in fleet size,

0:09:16.800 --> 0:09:18.760
<v Speaker 2>is like a burd in a cage. They're trapped in

0:09:18.840 --> 0:09:22.040
<v Speaker 2>these little inland seas, the Yellow Sea, the East China See,

0:09:22.040 --> 0:09:24.480
<v Speaker 2>the South Tennessee, and they want to burst out into

0:09:24.520 --> 0:09:28.600
<v Speaker 2>the wider waters of the Western Pacific to project power globally,

0:09:29.400 --> 0:09:32.520
<v Speaker 2>but they can't do it as long as the US

0:09:32.960 --> 0:09:35.800
<v Speaker 2>has allies and partners all astride that island chain. So

0:09:35.840 --> 0:09:39.960
<v Speaker 2>that's the first reason. A second reason is the semiconductor

0:09:40.000 --> 0:09:43.440
<v Speaker 2>of fabrication facilities on Taiwan. And then the third reason

0:09:43.679 --> 0:09:48.000
<v Speaker 2>is the role that Taiwan plays in the regional economic order,

0:09:48.480 --> 0:09:51.360
<v Speaker 2>and the way that Taiwan might fall would set a

0:09:51.440 --> 0:09:54.920
<v Speaker 2>precedent for China's ability to use economic coercion against other

0:09:54.920 --> 0:09:56.680
<v Speaker 2>countries in the region. And you put these all together

0:09:56.720 --> 0:09:59.520
<v Speaker 2>and you see, if they can get this, all of

0:09:59.559 --> 0:10:02.680
<v Speaker 2>the dominant fall and they can achieve national rejuvenation pretty quick.

0:10:05.040 --> 0:10:08.319
<v Speaker 1>Okay, I mean, I hear the case, but it still

0:10:08.360 --> 0:10:12.360
<v Speaker 1>feels more ideological and caught up in history books, and

0:10:12.400 --> 0:10:16.440
<v Speaker 1>it really is kind of me Chi wants no threat

0:10:16.480 --> 0:10:22.720
<v Speaker 1>to China. China's built this massive economy. China's probably going

0:10:22.760 --> 0:10:26.360
<v Speaker 1>to catch up in the chip space we see. You know,

0:10:26.880 --> 0:10:30.000
<v Speaker 1>you know what is a necessity is the mother of

0:10:30.040 --> 0:10:34.400
<v Speaker 1>all invention, right, they have to innovate here. So this

0:10:34.520 --> 0:10:38.760
<v Speaker 1>still feels like a vanity project more than an actual

0:10:38.800 --> 0:10:40.120
<v Speaker 1>strategic necessity.

0:10:42.559 --> 0:10:45.880
<v Speaker 2>So I think the overall point that it's nice to have,

0:10:45.960 --> 0:10:49.760
<v Speaker 2>not need to have, is right. And I end the

0:10:49.760 --> 0:10:54.880
<v Speaker 2>book with vignette of the last time I was in

0:10:54.880 --> 0:10:58.199
<v Speaker 2>Beijing in twenty twenty three, where I went to the

0:10:58.320 --> 0:11:02.360
<v Speaker 2>National museum in Tiana and Square, and I went to

0:11:02.360 --> 0:11:07.040
<v Speaker 2>this exhibit in the museum called Road to Rejuvenation, which

0:11:07.160 --> 0:11:10.760
<v Speaker 2>tracks the century of Humiliation and then the party's rise

0:11:10.800 --> 0:11:13.600
<v Speaker 2>and rule and season. Pain is obsessed with this exhibit.

0:11:14.000 --> 0:11:15.840
<v Speaker 2>One of the first things he did after taking power

0:11:15.840 --> 0:11:17.640
<v Speaker 2>in twenty twelve is he took the whole polyp or

0:11:17.800 --> 0:11:21.280
<v Speaker 2>standing committee there, and he said, this exhibit records our

0:11:21.320 --> 0:11:23.040
<v Speaker 2>history and our present, and we're going to write the

0:11:23.040 --> 0:11:26.400
<v Speaker 2>next chapter together. And then he added in twenty eighteen

0:11:26.480 --> 0:11:30.080
<v Speaker 2>this glitzy new annex to celebrate his achievements in the

0:11:30.120 --> 0:11:34.200
<v Speaker 2>so called New Era. And it's kind of interesting because

0:11:34.200 --> 0:11:36.880
<v Speaker 2>the museum is packed with tourists from all over China

0:11:37.440 --> 0:11:41.160
<v Speaker 2>and this exhibit the museum is, this exhibit is not.

0:11:41.360 --> 0:11:45.640
<v Speaker 2>It's empty, completely empty. I was there alone for two hours,

0:11:46.160 --> 0:11:49.479
<v Speaker 2>and you can see the scope of his ambition. Military

0:11:49.480 --> 0:11:51.960
<v Speaker 2>stuff is clearly part of it, but there's also a

0:11:52.000 --> 0:11:55.880
<v Speaker 2>whole wall devoted to ethnic minorities where he's smiling serenely

0:11:55.920 --> 0:11:58.600
<v Speaker 2>as the harmonized ethnic minorities sing and dance. And there's

0:11:58.600 --> 0:12:01.440
<v Speaker 2>another about how China is going with green mountains and

0:12:01.480 --> 0:12:04.840
<v Speaker 2>electric vehicles, and there's another of him you know, cheering

0:12:04.840 --> 0:12:07.600
<v Speaker 2>athletes at the at the Olympics, and you see that

0:12:07.720 --> 0:12:10.360
<v Speaker 2>National rejuvenation is about putting China at the forefront of

0:12:10.480 --> 0:12:15.600
<v Speaker 2>literally every human endeavor, literally every human endeavor. It's about

0:12:15.600 --> 0:12:20.760
<v Speaker 2>getting rich, technologically advanced, green, harmonious, culturally advanced. And so

0:12:20.800 --> 0:12:23.439
<v Speaker 2>Taiwan is the lynchment of that arch. But if he

0:12:23.520 --> 0:12:25.720
<v Speaker 2>rolls the iron dice, he has a whole lot to lose.

0:12:26.320 --> 0:12:29.200
<v Speaker 2>And that is the that's the double edged sword of

0:12:29.200 --> 0:12:32.199
<v Speaker 2>his ambition, and that is ultimately why he is deterrible.

0:12:32.520 --> 0:12:34.880
<v Speaker 2>But you have to show him that if he messes

0:12:34.920 --> 0:12:38.120
<v Speaker 2>up over Taiwan, he could put the whole project in jeopardy.

0:12:38.360 --> 0:12:42.800
<v Speaker 1>Well, this, let's get to deterrence here. I am. I

0:12:42.800 --> 0:12:48.760
<v Speaker 1>am a real pessimist when it comes to Taiwan because

0:12:48.920 --> 0:12:52.920
<v Speaker 1>I think that if and this is where I'm not

0:12:52.960 --> 0:12:56.760
<v Speaker 1>going to pretend I'm an expert in how how Chinese

0:12:57.040 --> 0:13:01.360
<v Speaker 1>communist policy decision making comes. But if you're just doing

0:13:01.440 --> 0:13:06.160
<v Speaker 1>game theory in your China and you look at the

0:13:06.240 --> 0:13:12.960
<v Speaker 1>current geopolitical situation, you're never going to probably have a

0:13:12.960 --> 0:13:16.440
<v Speaker 1>more pliant American president than the one you have now.

0:13:19.679 --> 0:13:23.160
<v Speaker 1>The United States is stretched right now financially and militarily

0:13:23.800 --> 0:13:26.840
<v Speaker 1>particularly we're seeing it in the Middleast where suddenly we're

0:13:26.840 --> 0:13:28.760
<v Speaker 1>going to end up not being able to sell certain

0:13:28.800 --> 0:13:34.080
<v Speaker 1>things to Ukraine because we need it for the war

0:13:34.440 --> 0:13:40.040
<v Speaker 1>with Iran. And if there's ever a time to do it,

0:13:40.040 --> 0:13:43.840
<v Speaker 1>it's probably while Trump's still president in this current situation,

0:13:44.080 --> 0:13:48.320
<v Speaker 1>especially since now the appetite with the American public. You know,

0:13:49.000 --> 0:13:55.120
<v Speaker 1>whatever whatever anti China sentiment one can use to rally

0:13:55.160 --> 0:14:00.000
<v Speaker 1>the rally Americans around the flag is a lot harder

0:14:00.080 --> 0:14:03.240
<v Speaker 1>are already due to the unpopularity of this war with

0:14:03.280 --> 0:14:06.520
<v Speaker 1>the run right. And you know, I sort of I

0:14:06.640 --> 0:14:10.120
<v Speaker 1>have always wondered in my head, boy, is it how

0:14:10.160 --> 0:14:14.920
<v Speaker 1>do you sell the American public on defending this island

0:14:15.080 --> 0:14:19.840
<v Speaker 1>halfway around the globe right that American blood and treasure

0:14:19.960 --> 0:14:22.240
<v Speaker 1>should be used to defend this island. I think it's

0:14:22.280 --> 0:14:24.800
<v Speaker 1>just very difficult, just in the current moment we're in

0:14:25.400 --> 0:14:28.200
<v Speaker 1>the lack of credibility American political institutions have with the

0:14:28.360 --> 0:14:31.000
<v Speaker 1>average voter these days, so you're just going to have

0:14:31.080 --> 0:14:35.520
<v Speaker 1>a lot of skepticism. You know how the Chinese think

0:14:35.560 --> 0:14:39.000
<v Speaker 1>better than I do. You're the expert here, Am I

0:14:39.040 --> 0:14:42.840
<v Speaker 1>off a? Am I overthinking? This is this not how

0:14:42.840 --> 0:14:43.760
<v Speaker 1>the Chinese are thinking.

0:14:44.600 --> 0:14:46.320
<v Speaker 2>I think there's a lot of truth in what you say,

0:14:47.440 --> 0:14:52.120
<v Speaker 2>but I don't fully agree. I fully agree that the

0:14:52.160 --> 0:14:56.640
<v Speaker 2>remainder of Trump's term is a uniquely tempting moment because

0:14:56.680 --> 0:15:01.760
<v Speaker 2>Trump is so transactional, because he doesn't think strategically.

0:15:02.120 --> 0:15:04.360
<v Speaker 1>Look, the Chinese think they may may be able to

0:15:04.360 --> 0:15:09.400
<v Speaker 1>get our defense of Taiwan as part of the trade negotiation.

0:15:09.800 --> 0:15:14.520
<v Speaker 2>Absolutely, so there's everything out. There's every reason for them

0:15:15.080 --> 0:15:17.200
<v Speaker 2>to try to see what they can get out of

0:15:17.240 --> 0:15:21.360
<v Speaker 2>Trump at the negotiating table, and then, failing that, to

0:15:21.400 --> 0:15:26.800
<v Speaker 2>squeeze him and see what he gives up. And I

0:15:26.840 --> 0:15:30.960
<v Speaker 2>think when we talk about dates, we need to recognize

0:15:32.200 --> 0:15:35.880
<v Speaker 2>it's not a question of whether China does it or doesn't.

0:15:36.800 --> 0:15:40.360
<v Speaker 2>They are already doing it. They are squeezing Taiwan right now.

0:15:40.400 --> 0:15:42.680
<v Speaker 1>It's a coersion right now, every direction.

0:15:43.400 --> 0:15:47.360
<v Speaker 2>It's the Boa Constrictor strategy using every tool of their

0:15:47.440 --> 0:15:51.640
<v Speaker 2>national power, Squeezing Taiwanese airlines to list themselves as Chinese

0:15:51.640 --> 0:15:55.240
<v Speaker 2>on their websites, you know, pressuring third countries to extradite

0:15:55.240 --> 0:15:59.520
<v Speaker 2>Taiwanese nationals to Taiwan to China for trial, you know,

0:16:00.320 --> 0:16:03.640
<v Speaker 2>establishing a like a near permanent presence of drones and

0:16:03.680 --> 0:16:06.840
<v Speaker 2>other stuff all around the airspace and waters around Taiwan.

0:16:06.600 --> 0:16:09.920
<v Speaker 1>Getting other countries that had diplomatic relations with Taiwan to

0:16:10.000 --> 0:16:12.280
<v Speaker 1>drop it. Yeah, and they've coerced a few to do

0:16:12.320 --> 0:16:13.200
<v Speaker 1>that exactly.

0:16:13.320 --> 0:16:18.240
<v Speaker 2>So the question becomes, I think their plan a is

0:16:18.320 --> 0:16:21.080
<v Speaker 2>just squeeze Taiwan to death, or squeeze Taiwan to the

0:16:21.080 --> 0:16:23.840
<v Speaker 2>point where it, like Hong Kong realizes no one the

0:16:23.880 --> 0:16:27.240
<v Speaker 2>cavalry isn't coming. We just have to negotiate, and then

0:16:27.280 --> 0:16:29.120
<v Speaker 2>we signed some piece. They signed some piece of paper

0:16:29.120 --> 0:16:32.360
<v Speaker 2>that says one country, two systems, Taiwan version. And then

0:16:32.400 --> 0:16:35.360
<v Speaker 2>she's in Pinte Claar's victory. And that's that's the Hong

0:16:35.400 --> 0:16:38.040
<v Speaker 2>Kong model. And that's a lot more attractive than rolling

0:16:38.080 --> 0:16:40.320
<v Speaker 2>the dice on an invasion, which is Russia showed in

0:16:40.400 --> 0:16:41.200
<v Speaker 2>Ukraine could go wrong.

0:16:41.600 --> 0:16:41.840
<v Speaker 1>Right.

0:16:43.560 --> 0:16:48.960
<v Speaker 2>But here's the thing, China has a political calendar too.

0:16:50.800 --> 0:16:55.600
<v Speaker 2>Twenty twenty seven is a Party Congress year. And remember

0:16:55.640 --> 0:16:59.880
<v Speaker 2>the last Party Congress year. Granted it was COVID, but

0:17:00.000 --> 0:17:02.040
<v Speaker 2>it was also COVID was over everywhere in the world.

0:17:02.120 --> 0:17:04.160
<v Speaker 2>She's in paying locked everyone in their house for.

0:17:04.160 --> 0:17:05.800
<v Speaker 1>A year, we took advantage of it.

0:17:05.880 --> 0:17:08.560
<v Speaker 2>For another, that's how paranoid he was going into the

0:17:08.600 --> 0:17:12.520
<v Speaker 2>last party Congress to get his third term. So now

0:17:12.520 --> 0:17:15.720
<v Speaker 2>he's going up for a fourth term. He's completely cleared

0:17:15.760 --> 0:17:20.720
<v Speaker 2>out the top brass in the People's Liberation Army. I mean,

0:17:20.720 --> 0:17:23.240
<v Speaker 2>do you really think there aren't more purges coming?

0:17:23.560 --> 0:17:25.840
<v Speaker 1>Well? What do we how should we read these purges?

0:17:25.880 --> 0:17:29.920
<v Speaker 1>I mean, you know, I thought, I think look as usual, right,

0:17:32.160 --> 0:17:36.000
<v Speaker 1>you know, we Americans, our American political leaders are just

0:17:36.200 --> 0:17:39.439
<v Speaker 1>terrible at putting ourselves in somebody else's shoes, whether it

0:17:39.560 --> 0:17:43.760
<v Speaker 1>was Bush looking into the soul of Putin or Biden

0:17:44.080 --> 0:17:47.560
<v Speaker 1>and his friendship as when when she was vice Premier,

0:17:47.600 --> 0:17:52.920
<v Speaker 1>and frankly the wrong assumptions he made about the related

0:17:52.960 --> 0:17:56.480
<v Speaker 1>personal relationship he had developed with him. I think there's

0:17:56.560 --> 0:18:00.680
<v Speaker 1>been a there's just been massive miscalculations on the American

0:18:00.720 --> 0:18:03.960
<v Speaker 1>side of things when it comes to both Putin and she.

0:18:03.960 --> 0:18:09.800
<v Speaker 1>She's a much she's got a much bigger appetite, I think,

0:18:10.000 --> 0:18:11.840
<v Speaker 1>at least in his head. Then I think a lot

0:18:11.880 --> 0:18:14.479
<v Speaker 1>of us thought, and I don't think we view Chinese

0:18:14.560 --> 0:18:17.119
<v Speaker 1>leaders in the same way we view Russian leaders. I

0:18:17.119 --> 0:18:20.639
<v Speaker 1>guess whatever it is or we just we assumed there'd

0:18:20.680 --> 0:18:25.600
<v Speaker 1>be pragmatism and transactionalism, because for the most part, that's

0:18:25.640 --> 0:18:28.600
<v Speaker 1>how the Chinese have behaved diplomatically around the world. They're

0:18:28.720 --> 0:18:33.200
<v Speaker 1>very transactional, and so I think that is probably given

0:18:33.280 --> 0:18:37.480
<v Speaker 1>us false hope. But internally she's behaving like a paranoid dictator.

0:18:40.320 --> 0:18:42.760
<v Speaker 2>Well, I mean, he's not a man who's given a

0:18:42.960 --> 0:18:47.639
<v Speaker 2>whole lot of interviews, So in his biography you can

0:18:47.680 --> 0:18:49.679
<v Speaker 2>read the tea leaves and come up with your own

0:18:49.960 --> 0:18:51.360
<v Speaker 2>psychoanalytical profile.

0:18:51.520 --> 0:18:53.440
<v Speaker 1>Yeah, we seem like we don't know much about them,

0:18:53.480 --> 0:18:54.240
<v Speaker 1>but we don't.

0:18:54.600 --> 0:18:57.040
<v Speaker 2>But we do know that when he was I mean,

0:18:57.080 --> 0:19:01.439
<v Speaker 2>Joseph Tarisian, my former Hoover colleague, is a wonderful biography

0:19:01.440 --> 0:19:02.040
<v Speaker 2>of his father.

0:19:02.720 --> 0:19:05.920
<v Speaker 1>Yes, I've had I've interviewed him for this page picture

0:19:06.000 --> 0:19:08.920
<v Speaker 1>for the same reason because I'm obsessed with trying to

0:19:09.080 --> 0:19:12.119
<v Speaker 1>learn more about she. And it's interesting that it was

0:19:12.359 --> 0:19:14.040
<v Speaker 1>it was easier to write a book about his father,

0:19:14.320 --> 0:19:15.560
<v Speaker 1>and it is about him.

0:19:16.080 --> 0:19:18.720
<v Speaker 2>And Joseph went to all these former archives in the

0:19:18.920 --> 0:19:22.440
<v Speaker 2>post Soviet world. But what you see is, you know,

0:19:22.560 --> 0:19:25.840
<v Speaker 2>a portrait of a young man who was raised as

0:19:25.920 --> 0:19:28.920
<v Speaker 2>much of a princeling as a princely can be, and

0:19:29.600 --> 0:19:33.520
<v Speaker 2>he has everything ripped away from him. He is everything

0:19:33.640 --> 0:19:36.280
<v Speaker 2>ripped away, and he's sent down to the countryside to

0:19:36.359 --> 0:19:40.639
<v Speaker 2>be re educated by pig farmers and his education is disrupted,

0:19:41.160 --> 0:19:44.040
<v Speaker 2>so so he has to get essentially fake degrees later on,

0:19:44.800 --> 0:19:49.680
<v Speaker 2>and his sister kills herself because of the harassment. This

0:19:49.800 --> 0:19:53.639
<v Speaker 2>is a deeply traumatic moment and his his his conclusion

0:19:53.720 --> 0:19:56.320
<v Speaker 2>is he's going to join the party, become redder than red.

0:19:58.560 --> 0:20:02.040
<v Speaker 2>But it's a it's a traumatic experience in his young

0:20:02.119 --> 0:20:05.720
<v Speaker 2>life which shows him that no matter how much security

0:20:05.880 --> 0:20:10.119
<v Speaker 2>and status and fame you have, it can come apart

0:20:10.280 --> 0:20:13.000
<v Speaker 2>very quickly. And I think what we know about him.

0:20:13.080 --> 0:20:16.760
<v Speaker 2>Kevin Rudd, the former Australian Prime Minister, speaks beautiful Chinese

0:20:16.800 --> 0:20:19.159
<v Speaker 2>and has spent time with him. Rudd recalls in his

0:20:19.280 --> 0:20:21.840
<v Speaker 2>book You Know, sitting with Season Ping by a bonfire

0:20:22.320 --> 0:20:24.120
<v Speaker 2>and talking with him about the world and just being

0:20:24.200 --> 0:20:27.000
<v Speaker 2>taken by how afraid he is of color, revolutions and

0:20:27.280 --> 0:20:30.000
<v Speaker 2>all these things that could tear China apart. So I

0:20:30.040 --> 0:20:31.720
<v Speaker 2>think if your Season Ping and you look at this

0:20:31.880 --> 0:20:38.919
<v Speaker 2>Taiwan question, you're deeply skeptical about your your forces. When

0:20:38.960 --> 0:20:41.960
<v Speaker 2>your generals say no, we can do this, I think

0:20:43.440 --> 0:20:45.560
<v Speaker 2>I think you look at this and you say, there's

0:20:45.560 --> 0:20:47.240
<v Speaker 2>a whole lot of ways that this could go wrong,

0:20:47.800 --> 0:20:51.359
<v Speaker 2>that the Americans could use this issue against me, and

0:20:51.440 --> 0:20:55.240
<v Speaker 2>I think you are not in a hurry. I think

0:20:55.280 --> 0:20:57.640
<v Speaker 2>he does want to be the guy who gets it done,

0:20:58.160 --> 0:21:00.720
<v Speaker 2>but I think he's very happy to do this through

0:21:00.760 --> 0:21:05.080
<v Speaker 2>a diplomatic solution that involves signing a piece of paper

0:21:05.280 --> 0:21:07.879
<v Speaker 2>that allows him to declare victory and then kicking the

0:21:08.119 --> 0:21:11.199
<v Speaker 2>reintegration or whatever to his successor. This is the thing

0:21:11.240 --> 0:21:15.240
<v Speaker 2>about national rejuvenation, right. It's a wonderful goal to set

0:21:15.720 --> 0:21:18.520
<v Speaker 2>because the deadline is twenty forty nine, when he'll be

0:21:18.600 --> 0:21:21.720
<v Speaker 2>ninety six years old, so he can claim credit for

0:21:21.840 --> 0:21:24.920
<v Speaker 2>it all. But if there's anything that's not quite many

0:21:25.000 --> 0:21:27.440
<v Speaker 2>loose ends that aren't quite wrapped up, he can pass

0:21:27.480 --> 0:21:30.320
<v Speaker 2>in his successor with no loss of face. And I

0:21:30.400 --> 0:21:33.080
<v Speaker 2>think that's important. He hasn't tied his hands here. If

0:21:33.119 --> 0:21:35.760
<v Speaker 2>you go into the National Museum, it's not like he's

0:21:35.840 --> 0:21:38.680
<v Speaker 2>saving a wall or a trophy case in the exhibit

0:21:39.000 --> 0:21:41.640
<v Speaker 2>for Taiwan. There's just not a mention of Taiwan.

0:21:45.680 --> 0:21:47.680
<v Speaker 1>This episode of the check podcast is brought to you

0:21:47.800 --> 0:21:50.080
<v Speaker 1>by Soul. So if you love that end of the

0:21:50.160 --> 0:21:53.640
<v Speaker 1>day unwined, but hate the hangover, Soul's out of Office

0:21:54.320 --> 0:21:57.679
<v Speaker 1>is for you. These sparkling THHC drinks and gummies give

0:21:57.720 --> 0:22:01.160
<v Speaker 1>you the same relaxed social feeling out the alcohol, without

0:22:01.200 --> 0:22:05.040
<v Speaker 1>the calories, and without the crash. Soul is a wellness

0:22:05.080 --> 0:22:07.600
<v Speaker 1>brand that believes feeling good should be fun and easy.

0:22:07.760 --> 0:22:12.880
<v Speaker 1>Soul specializes in delicious hemp derived THCHC and CBD products

0:22:12.960 --> 0:22:16.200
<v Speaker 1>designed to boost your mood and help you unwind. Their

0:22:16.240 --> 0:22:18.840
<v Speaker 1>best selling out of Office Gummies were designed to provide

0:22:18.880 --> 0:22:22.639
<v Speaker 1>a mild, relaxing buzz, boost your mood and enhance creativity

0:22:22.760 --> 0:22:25.960
<v Speaker 1>and relaxation. With five different strengths, you can tailor the

0:22:26.040 --> 0:22:29.399
<v Speaker 1>dose to fit your vibe. So also has a variety

0:22:29.440 --> 0:22:31.640
<v Speaker 1>of products specifically designed to help you get a better

0:22:31.720 --> 0:22:34.760
<v Speaker 1>night's rest, including their top selling Sleepy Gummies, a fan

0:22:34.880 --> 0:22:39.080
<v Speaker 1>favorite for deep, restorous sleep. Look. I have made no secret,

0:22:39.320 --> 0:22:42.200
<v Speaker 1>I am a believer in this stuff, in cannabis and

0:22:42.320 --> 0:22:45.240
<v Speaker 1>hemp derived. I do not partake in alcohol. For the

0:22:45.320 --> 0:22:47.399
<v Speaker 1>most part, I think this stuff is a lot safer

0:22:47.480 --> 0:22:50.480
<v Speaker 1>than alcohol, a lot less addictive than alcohol. And yes,

0:22:50.840 --> 0:22:52.800
<v Speaker 1>I have to say I love these drinks. It is

0:22:52.920 --> 0:22:56.720
<v Speaker 1>the glass of wine and you know after work, that's

0:22:56.760 --> 0:23:00.800
<v Speaker 1>what this is. So no hangover and no excess calories

0:23:00.880 --> 0:23:03.320
<v Speaker 1>like this. I'm a big fan. So bring on the

0:23:03.400 --> 0:23:05.920
<v Speaker 1>good vibes and treat yourself to sold today. Right now,

0:23:06.080 --> 0:23:09.160
<v Speaker 1>Soul is offering my audience thirty percent off your entire order.

0:23:09.240 --> 0:23:12.200
<v Speaker 1>Go to getsol dot com and use the word toodcast.

0:23:12.400 --> 0:23:16.520
<v Speaker 1>That's getsol dot com promo code toodcast for thirty percent off.

0:23:16.600 --> 0:23:23.160
<v Speaker 1>And yes, I too, am a customer. Let's talk about

0:23:23.160 --> 0:23:26.120
<v Speaker 1>the purge of the military leaders, because that's another thing.

0:23:26.600 --> 0:23:32.119
<v Speaker 1>What does that tell us about our own intelligence capabilities

0:23:33.280 --> 0:23:37.560
<v Speaker 1>inside the Chinese government? We frankly the West in general,

0:23:37.640 --> 0:23:41.160
<v Speaker 1>Western intelligence agencies, And look, I have my own concerns

0:23:41.200 --> 0:23:44.920
<v Speaker 1>about the equality of intelligence right now because for a

0:23:45.000 --> 0:23:47.200
<v Speaker 1>variety of reasons, we have an American president who doesn't

0:23:47.200 --> 0:23:49.560
<v Speaker 1>trust the IC. You probably have rank and file i

0:23:49.680 --> 0:23:52.280
<v Speaker 1>C members that don't trust the leaders. You also have

0:23:52.320 --> 0:23:54.600
<v Speaker 1>other countries not wanting to share with the US anymore

0:23:54.720 --> 0:23:56.680
<v Speaker 1>because of this. I mean, there's a there's sort of

0:23:56.720 --> 0:24:01.680
<v Speaker 1>a cascade of reasons why we may we may We

0:24:02.000 --> 0:24:06.199
<v Speaker 1>may have bigger problems with our own intelligence apparatus than

0:24:06.240 --> 0:24:11.040
<v Speaker 1>we've had in quite some time. But it feels like

0:24:11.080 --> 0:24:16.000
<v Speaker 1>we're not alone in not fully realizing how that this

0:24:16.160 --> 0:24:20.600
<v Speaker 1>purge was possible. I mean, one of his closest allies, right,

0:24:20.680 --> 0:24:24.560
<v Speaker 1>one of his longest relationships, but I think both politically

0:24:24.600 --> 0:24:28.159
<v Speaker 1>and personally was part of this purge. What's spot? I mean,

0:24:28.280 --> 0:24:31.520
<v Speaker 1>is it just all paranoia? Is it disappointment in the military.

0:24:31.760 --> 0:24:34.959
<v Speaker 1>Is it a concern he didn't have enough control over

0:24:35.040 --> 0:24:35.520
<v Speaker 1>the PLA?

0:24:36.960 --> 0:24:39.440
<v Speaker 2>So unfortunately, I don't know the answer to you.

0:24:40.119 --> 0:24:42.160
<v Speaker 1>Well, we just talked about we have no intelligence.

0:24:42.359 --> 0:24:46.560
<v Speaker 2>We have no intelligence. I'm I'm his open source, right,

0:24:46.680 --> 0:24:48.520
<v Speaker 2>but based on the open source, we have no idea.

0:24:49.160 --> 0:24:53.359
<v Speaker 2>And I think anyone who has confidence that it's one

0:24:53.400 --> 0:24:57.240
<v Speaker 2>way or the other on Taiwan is just pitching it

0:24:57.600 --> 0:25:00.760
<v Speaker 2>op ed because you can spend the story either way.

0:25:03.560 --> 0:25:05.639
<v Speaker 2>So we don't know why he did it, but we

0:25:05.760 --> 0:25:08.280
<v Speaker 2>can say something about the situation now that he has

0:25:08.359 --> 0:25:12.520
<v Speaker 2>done it. Now that he has done it, he's in

0:25:12.640 --> 0:25:16.120
<v Speaker 2>full control of the PLA. How do you know, Well,

0:25:16.840 --> 0:25:19.600
<v Speaker 2>look at the ORG chart. There's more empty chairs than

0:25:19.640 --> 0:25:24.159
<v Speaker 2>full chairs. So he's now running the show. What he

0:25:24.280 --> 0:25:28.040
<v Speaker 2>doesn't have yet is a new cast of hand picked

0:25:28.119 --> 0:25:32.000
<v Speaker 2>characters who will carry out his wishes. Now we don't

0:25:32.000 --> 0:25:34.879
<v Speaker 2>know why he did it, but we do know that

0:25:35.720 --> 0:25:39.400
<v Speaker 2>it's a little strange to start a war or start

0:25:39.440 --> 0:25:41.480
<v Speaker 2>a crisis that runs a high risk of escalation to

0:25:41.560 --> 0:25:45.800
<v Speaker 2>war if you don't have military officers at the top

0:25:45.880 --> 0:25:49.600
<v Speaker 2>that you trust. I think going into the next party Congress,

0:25:49.840 --> 0:25:51.960
<v Speaker 2>he has some big decisions to make, not just about

0:25:51.960 --> 0:25:57.439
<v Speaker 2>the PLA, but about succession. So far he has raised

0:25:57.640 --> 0:26:02.200
<v Speaker 2>a couple of or a loud rumors to brew about

0:26:02.200 --> 0:26:03.919
<v Speaker 2>a couple of bright young things.

0:26:04.680 --> 0:26:07.640
<v Speaker 1>Like traveling their version of travelings, aren't they right? Yeah?

0:26:07.640 --> 0:26:09.720
<v Speaker 2>And then he has smacked him down with a hammer.

0:26:10.200 --> 0:26:12.880
<v Speaker 2>So the lesson has become the last thing you want

0:26:12.920 --> 0:26:15.560
<v Speaker 2>to be in the CCP is like rumored to be

0:26:15.640 --> 0:26:16.400
<v Speaker 2>the next in line.

0:26:16.560 --> 0:26:19.320
<v Speaker 1>That's like, that's like today's Republican Party in America.

0:26:19.400 --> 0:26:21.880
<v Speaker 2>But yes, something like that, something like that. I wonder

0:26:21.920 --> 0:26:25.680
<v Speaker 2>where we got that from. So so, but seriously, he's

0:26:25.720 --> 0:26:28.000
<v Speaker 2>not getting any younger. You know, there's all these rumors

0:26:28.000 --> 0:26:31.400
<v Speaker 2>about his health. Who knows what's true, right, But he's

0:26:31.440 --> 0:26:33.280
<v Speaker 2>either going to go in with a successor in mind

0:26:33.400 --> 0:26:35.240
<v Speaker 2>or he's going to go in without a successor in mind,

0:26:35.720 --> 0:26:37.800
<v Speaker 2>he's probably going to have more purges he wants to do.

0:26:38.359 --> 0:26:41.280
<v Speaker 2>And if if he wants to move against Taiwan, why

0:26:41.440 --> 0:26:46.480
<v Speaker 2>initiate something that could become an open ended cluster, you know,

0:26:46.640 --> 0:26:50.560
<v Speaker 2>his equivalent of the Russia's invasion of Ukraine or are

0:26:50.880 --> 0:26:54.520
<v Speaker 2>Ron War. When he's got this, you know, he has

0:26:54.600 --> 0:26:58.240
<v Speaker 2>to deliver his work report and he wants everyone to clap,

0:26:58.320 --> 0:27:00.320
<v Speaker 2>and he wants everything to be controlled. Much more likely

0:27:01.000 --> 0:27:03.399
<v Speaker 2>he gets a statement, gets everyone to sign the statement

0:27:03.760 --> 0:27:06.119
<v Speaker 2>that gives him permission to take a harder line on Taiwan,

0:27:06.240 --> 0:27:07.679
<v Speaker 2>and then he comes out of in twenty twenty eight

0:27:07.720 --> 0:27:11.119
<v Speaker 2>with basically a new mandate. Then Taiwan has elections that spring,

0:27:11.440 --> 0:27:15.040
<v Speaker 2>and he's like, okay, guess what the DPP, the current

0:27:15.080 --> 0:27:19.640
<v Speaker 2>ruling party, isn't allowed to win or else? Oh interesting,

0:27:20.040 --> 0:27:23.560
<v Speaker 2>I think that's a much more plausible timetable. Trump will

0:27:23.600 --> 0:27:25.800
<v Speaker 2>be a lame duck. We will be in the midst

0:27:25.840 --> 0:27:28.280
<v Speaker 2>of our twenty twenty eight cycle. Who wants a war

0:27:28.359 --> 0:27:30.200
<v Speaker 2>with Taiwan over twenty.

0:27:30.040 --> 0:27:33.560
<v Speaker 1>Do you see twenty twenty eight actually as the moment

0:27:33.680 --> 0:27:37.840
<v Speaker 1>to move a week er Trump? But Trump's still there,

0:27:38.200 --> 0:27:40.879
<v Speaker 1>and in America that is going to be more focused

0:27:40.920 --> 0:27:43.639
<v Speaker 1>on its domestic situation than wanting to.

0:27:44.200 --> 0:27:48.520
<v Speaker 2>Yeah, because because if their strategy is the Boa constrictor strategy,

0:27:50.160 --> 0:27:53.600
<v Speaker 2>then they're just going to keep doing it and at

0:27:53.680 --> 0:27:58.879
<v Speaker 2>some point Taiwan's going to choke unless we intervene. So

0:27:59.359 --> 0:28:01.639
<v Speaker 2>this is that's the problem with thinking about deterrence as

0:28:01.720 --> 0:28:04.440
<v Speaker 2>like we're trying to stop him from doing X. No,

0:28:04.600 --> 0:28:10.200
<v Speaker 2>he's already doing it. So his his threat is you Americans,

0:28:10.320 --> 0:28:12.920
<v Speaker 2>It's on you to draw the line right, and when

0:28:13.000 --> 0:28:16.400
<v Speaker 2>you draw the line, the markets for the Nasdaq collapses

0:28:17.000 --> 0:28:21.280
<v Speaker 2>and everyone panics, and then you are accepting the consequences

0:28:21.359 --> 0:28:24.359
<v Speaker 2>of holding us to account. But it's really on us.

0:28:25.080 --> 0:28:28.000
<v Speaker 1>Yeah. Well, I mean, look, this is why Oroan's probably

0:28:28.040 --> 0:28:31.840
<v Speaker 1>playing out as about as well for she's interests as

0:28:31.880 --> 0:28:36.399
<v Speaker 1>you could possibly put out. Let me go to the

0:28:38.320 --> 0:28:40.760
<v Speaker 1>It seems as if we know how to do deterrence

0:28:42.040 --> 0:28:46.200
<v Speaker 1>for kinetic deterrence right where we will sell arms to

0:28:46.320 --> 0:28:51.080
<v Speaker 1>Taiwan and we will create new military alliances or call

0:28:51.160 --> 0:28:56.240
<v Speaker 1>them diplomatic alliances that are pretty that are quasi military alliances.

0:28:56.280 --> 0:28:58.880
<v Speaker 1>The QUAD, I think is on its way to becoming

0:28:58.960 --> 0:29:01.160
<v Speaker 1>a you could see how it could become, at least

0:29:01.360 --> 0:29:05.680
<v Speaker 1>as far as Chinese deterrence, a military alliance Japan, Australia,

0:29:06.000 --> 0:29:13.080
<v Speaker 1>the United States, India maybe right, and that's possible. And

0:29:13.560 --> 0:29:16.040
<v Speaker 1>some of this has to do with something that I

0:29:16.160 --> 0:29:17.960
<v Speaker 1>did a couple of years ago at Meet the Press,

0:29:18.200 --> 0:29:21.200
<v Speaker 1>and what I know many a think tank has done

0:29:21.320 --> 0:29:24.960
<v Speaker 1>is when you do the military wargaming of what would

0:29:25.000 --> 0:29:30.240
<v Speaker 1>happen if China invaded Taiwan and we decided to defend Taiwan,

0:29:30.440 --> 0:29:33.640
<v Speaker 1>help aside with Taiwan and help them do it, that

0:29:34.640 --> 0:29:39.080
<v Speaker 1>China wins that standoff seven times out of ten when

0:29:39.120 --> 0:29:43.400
<v Speaker 1>you go through these wargame exercises, So we seem to

0:29:43.560 --> 0:29:47.360
<v Speaker 1>know what needs to be done. If we got into

0:29:47.440 --> 0:29:50.640
<v Speaker 1>an actual kinetic back and forth with China and we're

0:29:50.680 --> 0:29:53.520
<v Speaker 1>trying to fix that, it seems as if we do

0:29:53.760 --> 0:29:57.960
<v Speaker 1>not have an effective deterrence strategy to this boa constrictor

0:29:58.040 --> 0:30:02.800
<v Speaker 1>strategy right that this is it's and I don't know

0:30:02.920 --> 0:30:07.520
<v Speaker 1>what deterrence would work. You've got a Taiwanese population that

0:30:07.720 --> 0:30:11.640
<v Speaker 1>is the more they flex independence, the more that it

0:30:11.760 --> 0:30:14.960
<v Speaker 1>seems that that's worse for them. You know, what does

0:30:15.520 --> 0:30:18.240
<v Speaker 1>deterrence of the Boa constrictor strategy.

0:30:18.280 --> 0:30:22.800
<v Speaker 2>Look, okay, I'm going to agree wholeheartedly with half of

0:30:22.880 --> 0:30:25.840
<v Speaker 2>your question and challenge the premise of the other. Okay,

0:30:26.200 --> 0:30:29.240
<v Speaker 2>So for the last fifty years, really for the last

0:30:29.320 --> 0:30:34.480
<v Speaker 2>seventy years, we have maintained deterrence. Since mal first gave

0:30:34.560 --> 0:30:37.800
<v Speaker 2>his generals the instruction to you know, consider the invasion

0:30:37.800 --> 0:30:43.320
<v Speaker 2>of Taiwan in nineteen fifty. We have deterred aggression. We

0:30:43.400 --> 0:30:44.880
<v Speaker 2>have kept the peace in the region through what we

0:30:44.960 --> 0:30:47.640
<v Speaker 2>call the strategy of denial, which is just showing we're

0:30:47.720 --> 0:30:51.360
<v Speaker 2>militarily stronger. We don't even have to use nukes to

0:30:51.440 --> 0:30:54.560
<v Speaker 2>do it. If China moves against Taiwan, we can defeat

0:30:54.640 --> 0:30:56.520
<v Speaker 2>their ability to put men on the beaches and to

0:30:56.560 --> 0:30:57.200
<v Speaker 2>take the island.

0:30:57.520 --> 0:30:59.280
<v Speaker 1>Well, that was obvious through two thousand.

0:30:59.680 --> 0:31:03.959
<v Speaker 2>Yeah, So with the wargames that you cite, I wouldn't

0:31:03.960 --> 0:31:06.160
<v Speaker 2>put any stock at all in those. Basically, war games

0:31:06.200 --> 0:31:08.560
<v Speaker 2>are not crystal balls, they're not simulations of what's going

0:31:08.640 --> 0:31:13.280
<v Speaker 2>to happen there. There games to explore what one side

0:31:13.320 --> 0:31:15.680
<v Speaker 2>or the other might do in specific situations and like

0:31:15.800 --> 0:31:19.120
<v Speaker 2>expand your imagination. So I recently took part in a

0:31:19.760 --> 0:31:22.960
<v Speaker 2>wargame where I was playing China and nukes were involved,

0:31:23.040 --> 0:31:28.880
<v Speaker 2>and like, yeah, nukes to make them realistic. But you know,

0:31:28.960 --> 0:31:31.080
<v Speaker 2>there's a whole lot of assumptions. You say we want

0:31:31.120 --> 0:31:33.320
<v Speaker 2>to do and you know, shoot the shoot at the

0:31:33.360 --> 0:31:35.200
<v Speaker 2>following ships, and you either sink them or you don't.

0:31:35.480 --> 0:31:38.000
<v Speaker 2>But that's just a computer model in the best case.

0:31:38.640 --> 0:31:38.760
<v Speaker 1>Uh.

0:31:39.520 --> 0:31:42.080
<v Speaker 2>As far as I understand, my last book was called

0:31:42.080 --> 0:31:45.760
<v Speaker 2>The Arsenal of Democracy, was about the specific military and

0:31:45.840 --> 0:31:49.280
<v Speaker 2>military industrial parts of this. My best understanding is that

0:31:49.320 --> 0:31:52.200
<v Speaker 2>if we fought China today, a high intensity war in

0:31:52.360 --> 0:31:56.120
<v Speaker 2>the Western Pacific, it would be nasty. Thousands of Americans

0:31:56.160 --> 0:31:58.720
<v Speaker 2>would die, but within a matter of days to a

0:31:58.800 --> 0:32:02.320
<v Speaker 2>couple of weeks, pretty much all of the PLA Navy

0:32:02.600 --> 0:32:05.120
<v Speaker 2>would be at the bottom of the Taiwan Straight most

0:32:05.160 --> 0:32:08.200
<v Speaker 2>of their air force would be obliterated. We would essentially

0:32:08.360 --> 0:32:11.480
<v Speaker 2>maritime wars, air naval wars, the kind we haven't fought

0:32:11.520 --> 0:32:14.120
<v Speaker 2>for eighty years. They work fundamentally differently from land wars.

0:32:14.640 --> 0:32:18.080
<v Speaker 2>It's not about attrition and holding back reserves. It's just

0:32:18.160 --> 0:32:21.280
<v Speaker 2>about who can deliver the hardest, most effective opening punch.

0:32:21.800 --> 0:32:23.520
<v Speaker 2>And a lot of that has to do with cyber

0:32:23.600 --> 0:32:27.000
<v Speaker 2>and electronic warfare and other classified stuff that allows you

0:32:27.120 --> 0:32:31.080
<v Speaker 2>to fry the other guy's eyes and ears, and we

0:32:31.200 --> 0:32:34.560
<v Speaker 2>have various advantages in those capabilities which are super classified.

0:32:35.440 --> 0:32:39.000
<v Speaker 2>The balance is tilting. It's not as much of a

0:32:39.080 --> 0:32:41.160
<v Speaker 2>sure bed as it was before. But I think it's

0:32:41.160 --> 0:32:43.880
<v Speaker 2>safe to say if China thought they could defeat us

0:32:44.000 --> 0:32:47.960
<v Speaker 2>in a high end conventional war, our problems would go

0:32:48.240 --> 0:32:51.000
<v Speaker 2>way beyond Taiwan. It would be about the defense of

0:32:51.080 --> 0:32:54.080
<v Speaker 2>Japan and the Philippines and South Korea and Australia and

0:32:54.200 --> 0:32:57.080
<v Speaker 2>Guam and Hawaii, and China would be acting in a

0:32:57.200 --> 0:33:00.760
<v Speaker 2>much less cautious and restrained way. However, as you say,

0:33:02.760 --> 0:33:05.080
<v Speaker 2>China doesn't necessarily have to think they could win that

0:33:05.200 --> 0:33:09.120
<v Speaker 2>war if they're confident that they can keep the contest

0:33:09.240 --> 0:33:12.920
<v Speaker 2>in a crisis sort of short of war. And this

0:33:13.120 --> 0:33:15.720
<v Speaker 2>is your question about how to deter the gray zone strategy.

0:33:16.360 --> 0:33:19.000
<v Speaker 2>I think the basic idea should be we need to

0:33:19.040 --> 0:33:23.000
<v Speaker 2>show we're going to push back proportionally to maintain an

0:33:23.040 --> 0:33:27.959
<v Speaker 2>overall stable situation. And that's tricky because let's say they

0:33:28.040 --> 0:33:33.680
<v Speaker 2>have thousands of fishing vessels, civilian fishing vessels which are

0:33:33.720 --> 0:33:36.560
<v Speaker 2>paramilitary trained by the PLA, that are hanging out around

0:33:36.600 --> 0:33:39.040
<v Speaker 2>Taiwan harassing shipping. We're not going to do the same

0:33:39.120 --> 0:33:43.680
<v Speaker 2>thing to China. So we need to stabilize the situation

0:33:43.760 --> 0:33:46.760
<v Speaker 2>in another domain. And it's tricky to establish, like what

0:33:46.960 --> 0:33:51.480
<v Speaker 2>is proportional, But basically, according to these age old traditions,

0:33:52.120 --> 0:33:55.200
<v Speaker 2>we don't have like an explicit military to military relationship

0:33:55.200 --> 0:33:57.800
<v Speaker 2>with Taiwan, Like certain levels of senior US officials aren't

0:33:57.800 --> 0:34:03.240
<v Speaker 2>supposed to go to Taiwan. And as China has proceeded

0:34:03.280 --> 0:34:06.600
<v Speaker 2>with this both constrictive strategy we have it has been disclosed,

0:34:06.880 --> 0:34:11.080
<v Speaker 2>sent more trainers to Taiwan to help them develop their

0:34:11.160 --> 0:34:14.240
<v Speaker 2>forces and that kind of thing. Pushing back in another

0:34:14.320 --> 0:34:19.800
<v Speaker 2>domain to help Taiwan defend itself, improve the confidence of

0:34:19.840 --> 0:34:22.040
<v Speaker 2>the people of Taiwan. That's kind of the best we

0:34:22.120 --> 0:34:23.560
<v Speaker 2>can do. And there's a whole bunch of stuff we

0:34:23.600 --> 0:34:27.799
<v Speaker 2>can do. Energy partnerships, technology partnerships, giving visas to Taiwanese,

0:34:27.880 --> 0:34:29.719
<v Speaker 2>more direct flights. There's a whole lot of stuff that

0:34:29.800 --> 0:34:32.560
<v Speaker 2>we can do that can stabilize an overall balance. But

0:34:32.640 --> 0:34:34.719
<v Speaker 2>we have to threaten China. If you push harder in

0:34:34.800 --> 0:34:36.600
<v Speaker 2>the gray zone, we will push harder to.

0:34:37.880 --> 0:34:44.880
<v Speaker 1>The Let's talk about Taiwan's domestic politics, because there's not

0:34:45.960 --> 0:34:49.759
<v Speaker 1>Look just like Russia did with Ukraine starting fifteen years ago.

0:34:50.480 --> 0:34:51.920
<v Speaker 1>You know, Russia was trying to win it at the

0:34:51.960 --> 0:34:57.360
<v Speaker 1>ballot box, right, They were basically trying to trying to

0:34:57.480 --> 0:35:03.520
<v Speaker 1>win find comp client leaders that would want to stay

0:35:03.719 --> 0:35:07.239
<v Speaker 1>in the sphere of Russia's influence. And then when they gave,

0:35:07.400 --> 0:35:10.960
<v Speaker 1>when they frankly, you know, took a couple of losses

0:35:11.000 --> 0:35:12.880
<v Speaker 1>there for them to decide, all right, we can't do

0:35:13.000 --> 0:35:14.400
<v Speaker 1>this this way. We're going to now try it the

0:35:14.440 --> 0:35:18.040
<v Speaker 1>other way. I think China still thinks they can win

0:35:18.200 --> 0:35:23.480
<v Speaker 1>this when a pr campaign in Taiwan. Is that what

0:35:23.600 --> 0:35:23.920
<v Speaker 1>you think?

0:35:25.120 --> 0:35:27.560
<v Speaker 2>Absolutely? And I think that's another reason not to invade.

0:35:29.160 --> 0:35:31.520
<v Speaker 1>Right, So if you look at the surveys, invade, you

0:35:31.640 --> 0:35:34.040
<v Speaker 1>harden the opposition. I mean, Ukraine's never going to be

0:35:34.040 --> 0:35:37.080
<v Speaker 1>in Russia's sphere of influence in our lifetimes, exactly right,

0:35:37.239 --> 0:35:39.920
<v Speaker 1>exactly too many Ukrainians. Do you think they're angry now?

0:35:40.480 --> 0:35:41.799
<v Speaker 1>And do you think they were angry at the start

0:35:41.840 --> 0:35:42.200
<v Speaker 1>of this war?

0:35:42.640 --> 0:35:45.560
<v Speaker 2>And this raises a really important point about public opinion

0:35:46.239 --> 0:35:48.719
<v Speaker 2>that is missed in surveys. That gets back to the

0:35:48.760 --> 0:35:52.120
<v Speaker 2>point you asked earlier about why would the American people

0:35:52.560 --> 0:35:55.239
<v Speaker 2>go for this? Why would an American president go for this?

0:35:55.480 --> 0:35:58.719
<v Speaker 2>And the answer I'm a historian, so I think about

0:35:58.800 --> 0:36:02.200
<v Speaker 2>these things is sort of pass dependencies. That's why I'm trained.

0:36:02.760 --> 0:36:04.560
<v Speaker 2>But when you look at the history as of great

0:36:04.600 --> 0:36:06.640
<v Speaker 2>power of wars or even great power crises like the

0:36:06.760 --> 0:36:09.239
<v Speaker 2>Cuban missile crisis, these things do not fall out of

0:36:09.239 --> 0:36:14.960
<v Speaker 2>the clear blue sky. They emerge over the course of years, months,

0:36:15.280 --> 0:36:18.560
<v Speaker 2>then weeks through a path dependent arc where someone does this,

0:36:19.000 --> 0:36:20.640
<v Speaker 2>and then we do that, and then they do this,

0:36:20.760 --> 0:36:23.480
<v Speaker 2>and then we do that, and we put reputational capital

0:36:23.520 --> 0:36:26.359
<v Speaker 2>on the line saying hey, publicly, don't do this or else.

0:36:26.920 --> 0:36:31.000
<v Speaker 2>And then by the time it's time for choosing, we

0:36:31.120 --> 0:36:34.040
<v Speaker 2>have skin in the game and backing down means something

0:36:34.120 --> 0:36:37.000
<v Speaker 2>totally different than it did at the beginning. And maybe

0:36:37.040 --> 0:36:38.680
<v Speaker 2>we choose to back down, but we have chips on

0:36:38.760 --> 0:36:43.399
<v Speaker 2>the table now. And that is why I can't think

0:36:43.440 --> 0:36:46.440
<v Speaker 2>of an example in American history where a president has decided,

0:36:46.520 --> 0:36:48.640
<v Speaker 2>for reasons of strategy, we need to go to war

0:36:49.000 --> 0:36:50.279
<v Speaker 2>or we need to go to the brink of war,

0:36:50.520 --> 0:36:54.520
<v Speaker 2>and the American public hasn't come along. This Iran war

0:36:54.600 --> 0:36:56.359
<v Speaker 2>may actually be the first time. This is the first

0:36:56.440 --> 0:37:03.600
<v Speaker 2>time we're an American president. She'll military success was not

0:37:03.920 --> 0:37:09.200
<v Speaker 2>greeted with a decisive approval from the American public.

0:37:09.760 --> 0:37:12.320
<v Speaker 1>But this was also unusual the first three days.

0:37:12.719 --> 0:37:14.560
<v Speaker 2>But he never gave a speed He never gave an

0:37:14.600 --> 0:37:18.000
<v Speaker 2>Oval Office address to the American people saying, hey, listen,

0:37:18.480 --> 0:37:21.399
<v Speaker 2>like I know this is people don't want this. Here's

0:37:21.480 --> 0:37:24.440
<v Speaker 2>my reasoning. He still hasn't even articulated what we're fighting for,

0:37:24.600 --> 0:37:27.719
<v Speaker 2>what the warriams are. I think at Taiwan situation would

0:37:27.760 --> 0:37:32.319
<v Speaker 2>be different. A Taiwan situation, China would China would push,

0:37:32.840 --> 0:37:36.240
<v Speaker 2>and it might be the case that either Taiwan's morale

0:37:36.239 --> 0:37:40.120
<v Speaker 2>implodes or our morale implodes, or both, and then Taiwan

0:37:40.239 --> 0:37:43.400
<v Speaker 2>just gets China gets the prize of that fighting. That's possible,

0:37:44.040 --> 0:37:47.879
<v Speaker 2>but I think equally possible, in fact, probably base case,

0:37:48.400 --> 0:37:52.640
<v Speaker 2>if China starts squeezing Taiwan, we do posturing to try

0:37:52.680 --> 0:37:55.960
<v Speaker 2>to make them stop, and then they do a little more,

0:37:56.040 --> 0:37:57.239
<v Speaker 2>and we do a little more, and we do a

0:37:57.280 --> 0:38:00.399
<v Speaker 2>little more, and they maybe mobilize their forces on side

0:38:00.400 --> 0:38:03.759
<v Speaker 2>of the strait or start doing economic coercion, and we

0:38:03.920 --> 0:38:07.719
<v Speaker 2>start surging ships to the region, and you know the

0:38:07.800 --> 0:38:11.320
<v Speaker 2>market starts getting nervous, and then by the time we

0:38:11.400 --> 0:38:14.240
<v Speaker 2>actually get to the to the precipice, it's a completely

0:38:14.280 --> 0:38:15.040
<v Speaker 2>different situation.

0:38:17.320 --> 0:38:19.520
<v Speaker 1>This episode of the Chuck Podcast is brought to you

0:38:19.640 --> 0:38:23.520
<v Speaker 1>by Wild Grain. Wild Grain is the first bake from

0:38:23.680 --> 0:38:28.480
<v Speaker 1>frozen subscription box for sour dough breads, arteisonal pastries, and

0:38:28.600 --> 0:38:31.960
<v Speaker 1>fresh pastas, plus all the items conveniently baked in twenty

0:38:32.080 --> 0:38:36.040
<v Speaker 1>five minutes or less. Unlike many store brought options, Wild

0:38:36.080 --> 0:38:39.040
<v Speaker 1>Grain uses some simple ingredients you can pronounce and a

0:38:39.320 --> 0:38:42.680
<v Speaker 1>slow fermentation process that can be a lot easier on

0:38:42.800 --> 0:38:45.320
<v Speaker 1>your belly, little gut health there right, and richer in

0:38:45.440 --> 0:38:49.680
<v Speaker 1>nutrients any oxidants. There's also no preservatives and no shortcuts.

0:38:49.800 --> 0:38:52.800
<v Speaker 1>The Wild Grain boxes are fully customizable. In addition to

0:38:52.920 --> 0:38:55.320
<v Speaker 1>their variety box, they have a gluten free box, a

0:38:55.440 --> 0:38:59.279
<v Speaker 1>vegan box, and a new protein box. I will tell

0:38:59.360 --> 0:39:01.800
<v Speaker 1>you I have done the gluten free box. I have

0:39:01.920 --> 0:39:05.480
<v Speaker 1>done it a second time. I have also used the code,

0:39:05.760 --> 0:39:08.640
<v Speaker 1>the Toddcast code. If you use the promo code podcast

0:39:08.719 --> 0:39:12.000
<v Speaker 1>at check out, you get thirty dollars off. I've already

0:39:12.120 --> 0:39:15.200
<v Speaker 1>used it as a gift to somebody else who loves

0:39:15.320 --> 0:39:18.359
<v Speaker 1>this bread. It is hard to find good gluten free bread.

0:39:18.560 --> 0:39:21.839
<v Speaker 1>It is fantastic. They give you step by step instructions.

0:39:22.200 --> 0:39:25.520
<v Speaker 1>I really dig this. There is nothing like having an

0:39:25.640 --> 0:39:29.239
<v Speaker 1>artesion bakery in your freezer to chase away the winter chill.

0:39:29.400 --> 0:39:31.560
<v Speaker 1>Now is the best time to stay in and enjoy

0:39:31.719 --> 0:39:35.799
<v Speaker 1>some comforting homemade meals with Wild Grain. I obviously highly

0:39:35.880 --> 0:39:39.000
<v Speaker 1>recommend it. It is worth giving Wildgreen to try. Right now,

0:39:39.080 --> 0:39:41.560
<v Speaker 1>Wild Grain is offering my listeners thirty dollars off your

0:39:41.600 --> 0:39:45.719
<v Speaker 1>first box plus free croyissants for life. Come on when

0:39:45.760 --> 0:39:49.200
<v Speaker 1>you go to wildgrain dot com slash toodcast to start

0:39:49.200 --> 0:39:52.240
<v Speaker 1>your subscription today. That's thirty dollars off your first box

0:39:52.480 --> 0:39:55.839
<v Speaker 1>and free croissants for life when you visit wildgrain dot com,

0:39:56.000 --> 0:39:59.640
<v Speaker 1>slash podcast, or simply use the promo code podcast at

0:39:59.719 --> 0:40:03.680
<v Speaker 1>check out. This is a sponsor I absolutely embrace, so

0:40:03.880 --> 0:40:09.640
<v Speaker 1>use that code. The other thing that I fear is

0:40:09.680 --> 0:40:14.000
<v Speaker 1>about to happen with for those that want Taiwan independent

0:40:15.160 --> 0:40:20.280
<v Speaker 1>is that they flee the country and given what's happening

0:40:20.400 --> 0:40:27.440
<v Speaker 1>with the big chip maker there at t SMC, thank you.

0:40:27.760 --> 0:40:30.640
<v Speaker 1>I was going to say TCMs and the fact that

0:40:30.719 --> 0:40:33.200
<v Speaker 1>they're basically stuck having to build their business in the

0:40:33.280 --> 0:40:37.080
<v Speaker 1>United States now right, something that it's been fascinating to watch,

0:40:37.160 --> 0:40:40.279
<v Speaker 1>where it's so clear that company wishes they weren't doing this.

0:40:40.960 --> 0:40:42.759
<v Speaker 1>They're doing this because they feel like they have to,

0:40:43.000 --> 0:40:49.320
<v Speaker 1>not because they want to. Could the unintended consequence be

0:40:49.480 --> 0:40:52.719
<v Speaker 1>that those that want to fight just leave, and then

0:40:52.840 --> 0:40:55.719
<v Speaker 1>those that stay just want to have peace and then

0:40:56.040 --> 0:40:57.040
<v Speaker 1>become more compliant.

0:40:57.880 --> 0:41:02.279
<v Speaker 2>Possibly, uh, But I think it would take a lot

0:41:03.160 --> 0:41:05.560
<v Speaker 2>to get to the point where all those people leave.

0:41:06.040 --> 0:41:08.360
<v Speaker 2>You know, there's elites. And when I go to Taipei

0:41:08.680 --> 0:41:11.480
<v Speaker 2>and I have, you know, friends who are in business,

0:41:11.520 --> 0:41:13.680
<v Speaker 2>and you know, they're going out to Omakase every night,

0:41:13.760 --> 0:41:16.520
<v Speaker 2>and like some of them have Canadian citizenship for their kids,

0:41:16.560 --> 0:41:19.919
<v Speaker 2>and they've got the ski chalet and Switzerland or whatever.

0:41:20.040 --> 0:41:23.320
<v Speaker 2>And some of these people do exist in Taiwan. But

0:41:24.120 --> 0:41:27.600
<v Speaker 2>for the most part, ordinary people, they don't have a

0:41:27.640 --> 0:41:30.440
<v Speaker 2>place to go. They don't have a visa status that

0:41:30.480 --> 0:41:32.319
<v Speaker 2>allows them to just pick up and go to Japan

0:41:32.440 --> 0:41:35.560
<v Speaker 2>or Australia or somewha else. And it takes a lot

0:41:35.760 --> 0:41:40.680
<v Speaker 2>to walk away in abandon your home. And what could

0:41:40.840 --> 0:41:45.160
<v Speaker 2>happen and what I warnt about in the book, so

0:41:45.280 --> 0:41:48.840
<v Speaker 2>you mentioned wargames, right. The wargames usually start with the

0:41:48.880 --> 0:41:53.120
<v Speaker 2>wargame I played a couple of weeks ago. It started

0:41:53.239 --> 0:41:57.319
<v Speaker 2>with you know, in the pre turn, US Team China

0:41:57.360 --> 0:42:00.680
<v Speaker 2>had blown up a US aircraft carrier. Like, so that's

0:42:00.760 --> 0:42:03.640
<v Speaker 2>like T equals zero, that's like the first turn. But

0:42:03.760 --> 0:42:06.120
<v Speaker 2>that's not in the real world. How a crisis happens.

0:42:08.000 --> 0:42:12.800
<v Speaker 2>The crisis starts happening before those first shots. And usually

0:42:12.840 --> 0:42:16.120
<v Speaker 2>what would happen historically is people would say, well, this

0:42:16.239 --> 0:42:17.960
<v Speaker 2>is basically a non issue. It's a non issue. It's

0:42:17.960 --> 0:42:20.040
<v Speaker 2>a non issue until everyone panics at the same time,

0:42:20.800 --> 0:42:22.560
<v Speaker 2>and then how do you get everyone out of the country,

0:42:23.360 --> 0:42:27.120
<v Speaker 2>Like we thought that the evacuations from Saigon and Cobble

0:42:27.200 --> 0:42:32.279
<v Speaker 2>were hard. Try type ai right, right, Taiwan is a

0:42:33.080 --> 0:42:36.560
<v Speaker 2>is a wealthy, sophisticated democracy with tens of millions of people.

0:42:37.200 --> 0:42:40.480
<v Speaker 2>There's eight hundred thousand foreigners there right now, including tens

0:42:40.520 --> 0:42:43.840
<v Speaker 2>of thousands of Americans. We got thousands of Brits, of Japanese,

0:42:43.880 --> 0:42:47.040
<v Speaker 2>of Germans, of Australians and so on. How do you

0:42:47.040 --> 0:42:51.600
<v Speaker 2>get all those people out? If I'm China, I want

0:42:51.640 --> 0:42:54.719
<v Speaker 2>to put the squeeze on to see if the Americans

0:42:54.840 --> 0:42:58.120
<v Speaker 2>yank their people, because once the foreigners try to pull

0:42:58.160 --> 0:43:00.560
<v Speaker 2>out their citizens, what is that message say to the

0:43:00.640 --> 0:43:02.080
<v Speaker 2>people of Taiwan. You're on your own.

0:43:03.120 --> 0:43:06.080
<v Speaker 1>You're on your own. But doesn't this war not start

0:43:06.160 --> 0:43:07.960
<v Speaker 1>with a I mean you sort of seem to outline

0:43:08.040 --> 0:43:10.560
<v Speaker 1>this not with a shot fire, but with essentially a

0:43:10.600 --> 0:43:13.880
<v Speaker 1>blockade of the island, right, I mean that's the I

0:43:13.920 --> 0:43:16.759
<v Speaker 1>think the wargame I participated and that was the beginning, right,

0:43:16.840 --> 0:43:19.400
<v Speaker 1>and then it got the United States to send military

0:43:19.480 --> 0:43:22.000
<v Speaker 1>you know that that's what triggered the US military response

0:43:22.080 --> 0:43:26.560
<v Speaker 1>of then sending a presence to try to break the blockade.

0:43:27.160 --> 0:43:29.799
<v Speaker 2>I think the blockade is not plan A. I think

0:43:29.840 --> 0:43:33.479
<v Speaker 2>blockade is planned B for a couple of reasons. First

0:43:33.520 --> 0:43:36.680
<v Speaker 2>of all, according to the Taiwan Relations Act, if the

0:43:36.680 --> 0:43:38.480
<v Speaker 2>President wants to ben in Taiwan, the President's going to

0:43:38.520 --> 0:43:41.439
<v Speaker 2>ban in Taiwan. But according to the Taiwan Relations Act

0:43:41.960 --> 0:43:46.920
<v Speaker 2>and probably eighty percent of Congress, a blockade of Taiwan

0:43:48.080 --> 0:43:53.120
<v Speaker 2>is tantamount to an invasion for the reason that China

0:43:53.200 --> 0:43:57.560
<v Speaker 2>is trying now to get the TSMC chip making facilities,

0:43:58.400 --> 0:44:01.880
<v Speaker 2>and they're declaring war'st the people of Taiwan the civilians

0:44:01.920 --> 0:44:05.040
<v Speaker 2>of Taiwan. Blockade means no food, no fuel, nothing in

0:44:05.200 --> 0:44:09.400
<v Speaker 2>or out, and that I think creates such a humanitarian

0:44:09.480 --> 0:44:13.040
<v Speaker 2>emergency that it's just such an appalling thing.

0:44:13.160 --> 0:44:14.920
<v Speaker 1>We're in the middle of doing this right now in

0:44:15.000 --> 0:44:15.719
<v Speaker 1>our hemisphere.

0:44:17.400 --> 0:44:23.360
<v Speaker 2>It's true, it's true, but Taiwan, among other things, is

0:44:23.400 --> 0:44:26.320
<v Speaker 2>the epicenter of the ai Revolution. Ninety nine percent of

0:44:26.520 --> 0:44:29.640
<v Speaker 2>the in video GPUs that that are training the next

0:44:29.760 --> 0:44:33.160
<v Speaker 2>Claude and GPT are coming from Taiwan. You don't want

0:44:33.280 --> 0:44:36.080
<v Speaker 2>China to just seize those let alone sees those factories

0:44:36.200 --> 0:44:43.040
<v Speaker 2>completely intact with all the engineers. So I think if

0:44:43.080 --> 0:44:46.200
<v Speaker 2>they blockade, they create a panic, they get the whole

0:44:46.239 --> 0:44:48.439
<v Speaker 2>world against them, in the same way the whole world

0:44:48.520 --> 0:44:49.640
<v Speaker 2>is against Iran right now.

0:44:50.040 --> 0:44:52.360
<v Speaker 1>Interesting what they could just think a blockade is so

0:44:52.480 --> 0:44:56.719
<v Speaker 1>aggressive that those that might be neutral about this issue thinking, hey,

0:44:56.760 --> 0:44:57.520
<v Speaker 1>this ain't our fight.

0:44:58.080 --> 0:45:00.759
<v Speaker 2>Yeah, much much much, much much more like likely they

0:45:00.800 --> 0:45:01.000
<v Speaker 2>do it.

0:45:01.040 --> 0:45:04.800
<v Speaker 1>That's what happened with Ukraine, right the invasion. Russia's invasion United,

0:45:05.120 --> 0:45:08.080
<v Speaker 1>you know, brought Europe together in a way that I

0:45:08.120 --> 0:45:09.960
<v Speaker 1>think Putin failed to imagine.

0:45:10.239 --> 0:45:12.480
<v Speaker 2>Yes, yes, and I think much more likely they do

0:45:13.040 --> 0:45:16.520
<v Speaker 2>what I call it quarantine or some have called an

0:45:16.560 --> 0:45:17.840
<v Speaker 2>indirect control scenario.

0:45:18.239 --> 0:45:21.000
<v Speaker 1>What is quarantine? What what makes quarantine different from a

0:45:21.080 --> 0:45:21.480
<v Speaker 1>black eight?

0:45:22.040 --> 0:45:24.719
<v Speaker 2>What's different is it's not saying nothing can come or go.

0:45:25.440 --> 0:45:27.279
<v Speaker 2>It's just saying we control what comes and goes.

0:45:27.760 --> 0:45:28.120
<v Speaker 1>Gotcha.

0:45:28.480 --> 0:45:30.920
<v Speaker 2>So it's saying, you want to fly from San Francisco

0:45:31.000 --> 0:45:36.640
<v Speaker 2>to Taipei. Cool, connect in the port of Shanghai or Fujo,

0:45:36.719 --> 0:45:39.080
<v Speaker 2>in the airport in Fujo and clear customs.

0:45:39.680 --> 0:45:41.400
<v Speaker 1>And decide whether you clear customs or not.

0:45:41.560 --> 0:45:44.440
<v Speaker 2>Will decide whether or not. Oh, you want to you

0:45:44.520 --> 0:45:47.800
<v Speaker 2>want to export these chips terribly, Sorry, you have to

0:45:47.880 --> 0:45:52.240
<v Speaker 2>go through this port in China. And that means essentially

0:45:52.360 --> 0:45:54.880
<v Speaker 2>Timewan's on it. If we if we give into that principle,

0:45:55.040 --> 0:45:58.400
<v Speaker 2>we're checkmated because we're not going to be able to

0:45:58.440 --> 0:46:02.200
<v Speaker 2>send more diplomats, more military, Taiwan will never be able

0:46:02.239 --> 0:46:04.800
<v Speaker 2>to build the weapons it needs to defend itself, and

0:46:05.160 --> 0:46:07.520
<v Speaker 2>China will seize control over the chip supply chain with

0:46:07.600 --> 0:46:12.400
<v Speaker 2>those factories intact. And that's a much. But then they

0:46:12.440 --> 0:46:15.319
<v Speaker 2>can say we're not waging war against the civilians. We're

0:46:15.360 --> 0:46:18.480
<v Speaker 2>not saying you can't send oil and food, right, and

0:46:18.600 --> 0:46:21.920
<v Speaker 2>then blockade you know, the really medieval stuff. That's a

0:46:21.960 --> 0:46:24.400
<v Speaker 2>plan B, and everyone knows it's there. And if we

0:46:24.440 --> 0:46:26.600
<v Speaker 2>don't play ball, it's always something that they can blockade.

0:46:26.640 --> 0:46:28.800
<v Speaker 2>Is what you're saying is blockade might as well be

0:46:28.840 --> 0:46:34.200
<v Speaker 2>a declaration of war. Correct, Let's let's let's end this

0:46:34.480 --> 0:46:40.080
<v Speaker 2>conversation with something that I think we're I'm constantly you know,

0:46:41.040 --> 0:46:45.040
<v Speaker 2>we all know this. Dictatorships they and slowly.

0:46:44.760 --> 0:46:48.800
<v Speaker 1>Then quickly, yeah, right when things go south with the people,

0:46:49.040 --> 0:46:51.520
<v Speaker 1>they suddenly you know, it's incremental, and then it's it's

0:46:51.560 --> 0:46:55.839
<v Speaker 1>suddenly gone. There's a massive youth unemployment in China. There's

0:46:56.280 --> 0:47:00.600
<v Speaker 1>all of the you know, I've I could continue my

0:47:00.880 --> 0:47:07.160
<v Speaker 1>My optimism about US China relationships are simply that China's

0:47:08.000 --> 0:47:11.480
<v Speaker 1>you know, they've grown a middle class that is going

0:47:11.560 --> 0:47:14.719
<v Speaker 1>to demand some services. Now we see it in our

0:47:14.800 --> 0:47:18.839
<v Speaker 1>more mature economy, and and you know that that can

0:47:19.000 --> 0:47:26.600
<v Speaker 1>be the lynchpin between domestic strife and domestic equility. You

0:47:26.680 --> 0:47:31.000
<v Speaker 1>know this is China's economy has not been great as

0:47:31.040 --> 0:47:33.279
<v Speaker 1>far as they've at least when you and everything is

0:47:33.520 --> 0:47:36.920
<v Speaker 1>by comparison. Yes, they're still growing in a large faster

0:47:37.040 --> 0:47:39.960
<v Speaker 1>clip than than we are. Well, we're two different economies

0:47:40.040 --> 0:47:40.319
<v Speaker 1>or something.

0:47:40.320 --> 0:47:42.000
<v Speaker 2>I don't think they are. By the way, the data.

0:47:42.160 --> 0:47:44.360
<v Speaker 1>Interesting, you think the numbers are. They're fudging their numbers

0:47:44.360 --> 0:47:46.959
<v Speaker 1>a little bit. But the point is it's pretty clear.

0:47:47.200 --> 0:47:50.560
<v Speaker 1>This is they've got an issue. They've got cranky middle class,

0:47:50.640 --> 0:47:54.200
<v Speaker 1>they've got youth unemployment, they have their own population issues.

0:47:56.080 --> 0:48:00.360
<v Speaker 1>How stable are things domestically in your view? You know, again,

0:48:01.000 --> 0:48:03.960
<v Speaker 1>it's like with Russia, that economy is horrendous, and yet

0:48:04.560 --> 0:48:08.040
<v Speaker 1>you know they're just for now sticking with them because

0:48:08.080 --> 0:48:10.160
<v Speaker 1>there isn't an obvious alternative at the moment.

0:48:10.440 --> 0:48:11.840
<v Speaker 2>Yeah, I mean, I think you said it best. In

0:48:11.920 --> 0:48:16.240
<v Speaker 2>an authoritarian regime, things are stable until they're not, because

0:48:16.640 --> 0:48:18.960
<v Speaker 2>no one wants to go against the guy with the guns.

0:48:19.480 --> 0:48:19.600
<v Speaker 1>Right.

0:48:20.760 --> 0:48:24.279
<v Speaker 2>China has some massive structural headwinds, and I think the

0:48:24.360 --> 0:48:27.120
<v Speaker 2>way to think about their economy is the only way

0:48:27.200 --> 0:48:32.160
<v Speaker 2>they have left to grow is through exports, which is

0:48:32.280 --> 0:48:34.239
<v Speaker 2>another way to say this is the only way they have.

0:48:34.480 --> 0:48:35.480
<v Speaker 1>Well, that's deterrence.

0:48:35.800 --> 0:48:38.600
<v Speaker 2>That's great, stealing growth from other countries, sure, but.

0:48:38.760 --> 0:48:41.880
<v Speaker 1>In some ways, if they don't have stable relations around

0:48:41.880 --> 0:48:42.919
<v Speaker 1>the world, they can't grow.

0:48:43.480 --> 0:48:47.680
<v Speaker 2>Yes, So that's this is the economic piece of min deterrence.

0:48:47.920 --> 0:48:50.959
<v Speaker 2>Concept in the book. I think, you know, the first

0:48:51.160 --> 0:48:54.120
<v Speaker 2>question with economic deterrence is if we go to the brink,

0:48:54.200 --> 0:48:56.440
<v Speaker 2>do we have a contingency plan for the crisis and

0:48:56.480 --> 0:48:58.640
<v Speaker 2>we do not just barrel into the crisis or that

0:48:58.760 --> 0:49:01.320
<v Speaker 2>thinking that markets are going to go crazy, you know,

0:49:01.400 --> 0:49:02.360
<v Speaker 2>prices will go up.

0:49:02.560 --> 0:49:03.320
<v Speaker 1>How do we deal with this?

0:49:03.680 --> 0:49:06.239
<v Speaker 2>So you need a plan for that, But then you

0:49:06.360 --> 0:49:09.440
<v Speaker 2>also need a plan how do you use a Taiwan

0:49:09.520 --> 0:49:14.840
<v Speaker 2>crisis as an opportunity to reset the world economy on

0:49:14.960 --> 0:49:16.960
<v Speaker 2>terms that are more favorable to the rest of the

0:49:17.000 --> 0:49:22.760
<v Speaker 2>world and less favorable to China and the you know, India, Brazil, Indine,

0:49:22.880 --> 0:49:26.840
<v Speaker 2>these countries may not take our position exactly on Taiwan,

0:49:27.320 --> 0:49:29.279
<v Speaker 2>but none of them want to be hollowed out the

0:49:29.360 --> 0:49:33.239
<v Speaker 2>way the American rust belt was by just the tsunami

0:49:33.320 --> 0:49:35.959
<v Speaker 2>of Chinese experts. And that's the world that China wants,

0:49:36.440 --> 0:49:40.160
<v Speaker 2>a world where China makes everything and you they're the

0:49:40.239 --> 0:49:42.759
<v Speaker 2>factory and you're the farm. Like they want to turn

0:49:43.200 --> 0:49:46.640
<v Speaker 2>turn us into Argentina. That's the goal, and no one

0:49:46.719 --> 0:49:49.680
<v Speaker 2>wants that. And so how do you build a coalition

0:49:49.960 --> 0:49:52.040
<v Speaker 2>of not just your allies but the whole rest of

0:49:52.120 --> 0:49:55.280
<v Speaker 2>the world and say if God forbid, deterrence fails over Taiwan,

0:49:56.120 --> 0:49:58.799
<v Speaker 2>whatever happens over the fate of Taiwan, we have an

0:49:58.800 --> 0:50:01.160
<v Speaker 2>idea for how we're going to re set use this

0:50:01.320 --> 0:50:03.359
<v Speaker 2>to reset the global trading system in the way we're

0:50:03.440 --> 0:50:07.279
<v Speaker 2>China can't pull this stuff anymore, and then you're taking

0:50:07.360 --> 0:50:10.319
<v Speaker 2>the juice out of their economic machine. One hundred million

0:50:10.360 --> 0:50:13.320
<v Speaker 2>people in China are employed making stuff for export. You

0:50:13.440 --> 0:50:16.320
<v Speaker 2>take those jobs away, that is what implodes their regime.

0:50:16.520 --> 0:50:19.120
<v Speaker 2>But you can't do that overnight. It's a ten year,

0:50:19.280 --> 0:50:20.200
<v Speaker 2>fifteen year project.

0:50:20.560 --> 0:50:23.840
<v Speaker 1>Well, and it's now a twenty year project, right because

0:50:24.120 --> 0:50:28.160
<v Speaker 1>this president has set back economic relations with every single

0:50:28.480 --> 0:50:33.480
<v Speaker 1>country on this gloat on this earth with his tariff

0:50:33.719 --> 0:50:39.680
<v Speaker 1>policies that have completely shaken up relationships. I mean, look

0:50:39.719 --> 0:50:42.120
<v Speaker 1>at this deal that China cuts with Canada. We work

0:50:42.360 --> 0:50:46.520
<v Speaker 1>for the last decade to keep Canada from doing these

0:50:46.600 --> 0:50:50.560
<v Speaker 1>deals with China, and now, understandably, so what choice. If

0:50:50.600 --> 0:50:54.320
<v Speaker 1>you're in Canada's shoes, you look at it like, we

0:50:54.440 --> 0:50:57.160
<v Speaker 1>can't we can't trust the Americans at this moment. For

0:50:57.239 --> 0:51:01.480
<v Speaker 1>our for our economic We're gonna have to We're going

0:51:01.560 --> 0:51:04.680
<v Speaker 1>to have to play ball with everybody. I mean, how

0:51:04.800 --> 0:51:09.080
<v Speaker 1>much has this tariff strategy of Trump's made it harder

0:51:09.400 --> 0:51:12.480
<v Speaker 1>to rally what you just described here, which would be

0:51:12.840 --> 0:51:17.920
<v Speaker 1>very rational economic deterrence of China. How much, how much?

0:51:18.680 --> 0:51:19.960
<v Speaker 1>How much of a setback this has been.

0:51:20.480 --> 0:51:23.800
<v Speaker 2>It's been one step forward but two steps back. And

0:51:24.320 --> 0:51:26.920
<v Speaker 2>the reason is China is so big of a challenge.

0:51:27.480 --> 0:51:30.840
<v Speaker 2>China is a third of global manufacturing. You cannot just

0:51:31.800 --> 0:51:35.400
<v Speaker 2>stop buying stuff from them overnight. Won't work. They're in

0:51:35.440 --> 0:51:38.000
<v Speaker 2>every supply chain and you can't tell other people to

0:51:38.080 --> 0:51:42.080
<v Speaker 2>do that either. So we learned this on Liberation Day.

0:51:42.280 --> 0:51:44.320
<v Speaker 2>We're like, we're going to go called Turkey on trade

0:51:44.320 --> 0:51:47.520
<v Speaker 2>with China. Ooops that that's not gonna work. And countries

0:51:47.560 --> 0:51:49.160
<v Speaker 2>that are even more dependent on trade with China are

0:51:49.200 --> 0:51:52.719
<v Speaker 2>never going to do that. But what we have discovered is,

0:51:53.560 --> 0:51:55.560
<v Speaker 2>you know, no credit to the Trump administration on this,

0:51:55.760 --> 0:52:00.680
<v Speaker 2>just credit to China's predatory trade policies. China is hollowing

0:52:00.760 --> 0:52:04.759
<v Speaker 2>out the industrial base of the European Union, like Europeans

0:52:04.800 --> 0:52:09.200
<v Speaker 2>are raising the populist parties because Volkswagen is dying, right,

0:52:09.640 --> 0:52:12.040
<v Speaker 2>The economic heart of the European Union is dying. And

0:52:12.120 --> 0:52:13.719
<v Speaker 2>it's if you go to India, if you go to

0:52:13.760 --> 0:52:16.400
<v Speaker 2>South Korea, it's it's the same thing. They're being swamped

0:52:16.440 --> 0:52:20.839
<v Speaker 2>by Chinese products. So the solution is, in principle, as

0:52:20.920 --> 0:52:23.720
<v Speaker 2>many countries as possible should put up tariffs on China,

0:52:24.080 --> 0:52:26.880
<v Speaker 2>and they should take them down on one another. Because

0:52:27.000 --> 0:52:29.480
<v Speaker 2>what broke the global trading system is not that trade

0:52:29.520 --> 0:52:33.520
<v Speaker 2>itself is bad. It's that we allowed a communist country

0:52:33.560 --> 0:52:35.640
<v Speaker 2>that doesn't play by the rules into the system.

0:52:36.120 --> 0:52:41.920
<v Speaker 1>Yeah, boy, it'd be nice if if America created this coalition.

0:52:42.080 --> 0:52:45.360
<v Speaker 1>Maybe we could call it the Trans Pacific Partnership and

0:52:45.600 --> 0:52:51.239
<v Speaker 1>it was a alliance of of Asian Pacific countries not

0:52:51.400 --> 0:52:54.000
<v Speaker 1>named China and the United States. Oh wait, we tried that.

0:52:55.640 --> 0:52:59.160
<v Speaker 2>TPP isn't coming back, but some version could really use it.

0:53:00.120 --> 0:53:02.840
<v Speaker 2>Version of it, some version of it is. And you

0:53:02.960 --> 0:53:06.000
<v Speaker 2>already see the beginnings of this with the US deal

0:53:06.040 --> 0:53:09.040
<v Speaker 2>with Japan. Just announce on the Takaichi visit. There's going

0:53:09.120 --> 0:53:12.040
<v Speaker 2>to be co op collaboration on economic security, supply chains,

0:53:12.080 --> 0:53:14.560
<v Speaker 2>critical minerals. We're working with the Europeans on this stuff.

0:53:14.560 --> 0:53:17.200
<v Speaker 2>Why because China is so big of a challenge that

0:53:17.480 --> 0:53:21.759
<v Speaker 2>actually this time we don't have a choice but resetting

0:53:21.800 --> 0:53:26.640
<v Speaker 2>the terms of this international trading system. If we're doing

0:53:26.719 --> 0:53:29.200
<v Speaker 2>it in peacetime, it's going to be step by step.

0:53:29.239 --> 0:53:31.759
<v Speaker 2>It's going to be political and messy. What we should

0:53:31.800 --> 0:53:36.040
<v Speaker 2>be thinking about is if God forbid, deterrence fails with China,

0:53:36.560 --> 0:53:38.759
<v Speaker 2>there's the question of what you do economically on day

0:53:38.840 --> 0:53:41.840
<v Speaker 2>one to prevent the financial crisis, and then there's the

0:53:41.920 --> 0:53:43.880
<v Speaker 2>question of what you want the world to look like

0:53:44.000 --> 0:53:47.120
<v Speaker 2>on day one hundred, day one thousand, day two thousand,

0:53:47.840 --> 0:53:51.840
<v Speaker 2>after the immediate hostilities are over. This is like a

0:53:51.920 --> 0:53:55.120
<v Speaker 2>break the glass scenario. So if this happens with China,

0:53:55.280 --> 0:53:57.960
<v Speaker 2>our trading, our economic relationship with them won't be the same.

0:53:58.400 --> 0:54:01.280
<v Speaker 2>Maybe we'll have some probably we will not break it entirely,

0:54:01.520 --> 0:54:03.800
<v Speaker 2>but it won't be the same. So what what is

0:54:03.880 --> 0:54:06.160
<v Speaker 2>our vision for what it should look like? And that

0:54:06.360 --> 0:54:08.319
<v Speaker 2>is the contingency plan that we should be doing now.

0:54:08.360 --> 0:54:10.759
<v Speaker 2>You're not going to have like a perfect plan, you know,

0:54:10.920 --> 0:54:13.040
<v Speaker 2>in a in a desk and you take it out

0:54:13.040 --> 0:54:16.360
<v Speaker 2>of the envelope, but you can agree on principles, the

0:54:16.480 --> 0:54:19.280
<v Speaker 2>basic ideas of like how that system should be organized.

0:54:19.520 --> 0:54:22.120
<v Speaker 2>Those are the conversations we should be having now to

0:54:22.200 --> 0:54:26.320
<v Speaker 2>imagine that the world after wouldn't necessarily just be economic

0:54:26.440 --> 0:54:29.200
<v Speaker 2>mutually sure destruction, there's another way through, you.

0:54:29.239 --> 0:54:32.040
<v Speaker 1>Know, you're actually outlining and this look, I kind of

0:54:32.120 --> 0:54:34.680
<v Speaker 1>think that we ought to be thinking like that, that

0:54:34.800 --> 0:54:38.640
<v Speaker 1>we're basically about to have another Cold War in the

0:54:38.719 --> 0:54:43.400
<v Speaker 1>best case, right, And in some ways, isn't that what

0:54:43.480 --> 0:54:47.120
<v Speaker 1>you're articulating, Like let's let's let's put together a plan

0:54:47.239 --> 0:54:51.880
<v Speaker 1>to effectively win a Cold war against China kind of.

0:54:52.280 --> 0:54:54.759
<v Speaker 2>But this, this situation is different from the Cold War

0:54:54.840 --> 0:54:58.719
<v Speaker 2>and some fundamental ways, and the biggest one is that

0:54:59.040 --> 0:55:00.719
<v Speaker 2>we're all economically interconnected.

0:55:01.000 --> 0:55:03.839
<v Speaker 1>No, right, the Soviets had no economic skin in the game, right,

0:55:03.880 --> 0:55:05.640
<v Speaker 1>It made it easy to isolate them, and it made

0:55:05.640 --> 0:55:09.160
<v Speaker 1>it easy for them to then, you know, make a

0:55:09.320 --> 0:55:12.200
<v Speaker 1>common cause with those isolated with them exactly.

0:55:12.320 --> 0:55:15.080
<v Speaker 2>And what's different about the world now is that not

0:55:15.200 --> 0:55:19.080
<v Speaker 2>only are we and the US and China deeply economically interconnected,

0:55:19.480 --> 0:55:21.400
<v Speaker 2>but even if you imagine a world where we get

0:55:21.440 --> 0:55:24.759
<v Speaker 2>divorced or we just like pretend to get divorced, we're

0:55:24.760 --> 0:55:27.200
<v Speaker 2>still going to be trading with each other via Mexico

0:55:27.640 --> 0:55:31.239
<v Speaker 2>and Europe and India and everyone else. So there's no

0:55:32.000 --> 0:55:34.719
<v Speaker 2>there's no universe in which you bifurcate the world, and

0:55:34.880 --> 0:55:37.160
<v Speaker 2>it's just like China on the one side and US

0:55:37.320 --> 0:55:39.200
<v Speaker 2>and everyone on the other. It's going to be a

0:55:39.280 --> 0:55:43.719
<v Speaker 2>trifurcated world where like, if deterrence collapses and we have

0:55:43.800 --> 0:55:47.160
<v Speaker 2>to reset the economic relationship, we're going to be trading

0:55:47.280 --> 0:55:49.560
<v Speaker 2>some with them. Maybe we'll still buy their nikes, but

0:55:49.640 --> 0:55:53.160
<v Speaker 2>we won't buy their iPhones or something. And then there's

0:55:53.160 --> 0:55:55.000
<v Speaker 2>a whole lot of countries in between the trade with

0:55:55.080 --> 0:55:58.000
<v Speaker 2>both sides, and we don't want those countries to sell

0:55:58.040 --> 0:56:00.600
<v Speaker 2>our nvidio chips to China, and we don't want those

0:56:00.680 --> 0:56:06.400
<v Speaker 2>countries to sell components that China can sabotage remotely access

0:56:06.560 --> 0:56:09.719
<v Speaker 2>or something into us. And so that means you need

0:56:09.840 --> 0:56:13.840
<v Speaker 2>to reimagine how the whole economic system is wired. Because

0:56:13.840 --> 0:56:16.280
<v Speaker 2>you actually have to have control over the entire supply

0:56:16.400 --> 0:56:19.160
<v Speaker 2>chain nowhere goods are coming from, know where all the

0:56:19.200 --> 0:56:23.200
<v Speaker 2>components come from. That's a completely different architecture. You need

0:56:23.719 --> 0:56:26.319
<v Speaker 2>institutions that don't exist to do that. But that may

0:56:26.400 --> 0:56:27.680
<v Speaker 2>be the world that we're moving towards.

0:56:28.920 --> 0:56:32.640
<v Speaker 1>Well, like, this was pretty thought provoking, and you know,

0:56:33.719 --> 0:56:35.799
<v Speaker 1>you dealt with so much nuance, it's hard to turn

0:56:35.880 --> 0:56:38.919
<v Speaker 1>this into a fifty fifteen second social media bite.

0:56:39.000 --> 0:56:42.600
<v Speaker 2>Come on, now, Well, it's podcasts like yours that help

0:56:42.719 --> 0:56:43.760
<v Speaker 2>us dig into the details.

0:56:44.000 --> 0:56:48.080
<v Speaker 1>No, I mean, it's it sounds like you don't think

0:56:48.160 --> 0:56:51.560
<v Speaker 1>this is inevitable, and you're actually assume at this point

0:56:52.480 --> 0:56:55.399
<v Speaker 1>that we're probably not going to have a kinetic hot

0:56:55.600 --> 0:57:00.839
<v Speaker 1>Connecticut kinetic military exchange with China this decade. I think

0:57:00.920 --> 0:57:03.959
<v Speaker 1>you see work. Just the way you're speaking, you seem

0:57:04.000 --> 0:57:06.600
<v Speaker 1>pretty confident that I know you said hope, but that if.

0:57:06.520 --> 0:57:10.600
<v Speaker 2>We if we do, I think we'll win, but are

0:57:10.640 --> 0:57:11.160
<v Speaker 2>not ready.

0:57:11.719 --> 0:57:12.399
<v Speaker 1>That is what you're saying.

0:57:12.640 --> 0:57:15.160
<v Speaker 2>I think there's a lot of uncertainty, but I like

0:57:15.239 --> 0:57:16.320
<v Speaker 2>our odds more than theirs.

0:57:17.440 --> 0:57:22.280
<v Speaker 1>And you think she is reality based enough to know this.

0:57:22.880 --> 0:57:27.160
<v Speaker 2>It's so basically, it's just really really hard to get

0:57:27.240 --> 0:57:29.640
<v Speaker 2>tens of thousands of guys across the taime went straight.

0:57:29.720 --> 0:57:31.160
<v Speaker 2>I mean, this is like, this is one of the

0:57:31.280 --> 0:57:33.880
<v Speaker 2>nastiest waterwiess in the world. You've got like fifty mile

0:57:33.920 --> 0:57:36.560
<v Speaker 2>an hour winds, fifty foot waves in the islands in

0:57:36.560 --> 0:57:37.240
<v Speaker 2>the middle of the strait.

0:57:37.280 --> 0:57:39.080
<v Speaker 1>The trees go aside, Well just wait till we have

0:57:39.320 --> 0:57:42.440
<v Speaker 1>you know, sharks with lasers on them as well.

0:57:42.560 --> 0:57:45.760
<v Speaker 2>Right, and and undersea drones and all the and the Yeah,

0:57:46.400 --> 0:57:49.200
<v Speaker 2>lots of lasers involved, but like, what you really don't

0:57:49.200 --> 0:57:51.080
<v Speaker 2>want to do if your season paying is put fifteen

0:57:51.120 --> 0:57:53.480
<v Speaker 2>thousand troops on the beaches and then be unable to

0:57:53.560 --> 0:57:58.000
<v Speaker 2>supply them and watch them get massacred. So a lot

0:57:58.080 --> 0:58:00.520
<v Speaker 2>has to go right for him. There's many pathways that

0:58:00.560 --> 0:58:02.520
<v Speaker 2>are just passive least resistance.

0:58:03.360 --> 0:58:05.880
<v Speaker 1>This I should have asked as sooner. But it's a

0:58:05.960 --> 0:58:07.040
<v Speaker 1>question I'm meant to ask.

0:58:07.840 --> 0:58:08.040
<v Speaker 2>Is the.

0:58:09.720 --> 0:58:11.880
<v Speaker 1>You know, there's always been this question. Boy, the Chinese

0:58:11.920 --> 0:58:16.000
<v Speaker 1>military hasn't been tested. How would they test themselves? Is

0:58:16.040 --> 0:58:19.000
<v Speaker 1>there another action they might take that has little that

0:58:19.120 --> 0:58:22.000
<v Speaker 1>we don't care about, that they may do that they may,

0:58:22.640 --> 0:58:25.560
<v Speaker 1>you know, in some ways the way the Russians you know,

0:58:26.520 --> 0:58:30.280
<v Speaker 1>went into Georgia and things like that, or is there

0:58:30.440 --> 0:58:34.560
<v Speaker 1>some is there some way that they that that they

0:58:34.600 --> 0:58:37.480
<v Speaker 1>would want to test their military might on a soft target.

0:58:38.040 --> 0:58:39.680
<v Speaker 2>So you ask, you ask you is there a way

0:58:39.680 --> 0:58:43.080
<v Speaker 2>that they can test? I think the thing to understand

0:58:43.960 --> 0:58:47.240
<v Speaker 2>is that they have a direct pipeline of knowledge from

0:58:47.280 --> 0:58:50.640
<v Speaker 2>the Russia Ukraine War, and they have a direct pipeline

0:58:50.680 --> 0:58:52.480
<v Speaker 2>of knowledge from our ran.

0:58:53.560 --> 0:58:55.120
<v Speaker 1>And that's their that's their test.

0:58:55.600 --> 0:58:59.920
<v Speaker 2>They're using this as they are supplying the entire Russian

0:59:01.160 --> 0:59:06.280
<v Speaker 2>military industrial ecosystem, but particularly Russia's drone base. And then

0:59:06.640 --> 0:59:11.440
<v Speaker 2>just as importantly, they're learning the counter drone tech, right,

0:59:11.520 --> 0:59:14.880
<v Speaker 2>the electronic warfare mainly that you use to kill drones.

0:59:16.120 --> 0:59:18.680
<v Speaker 2>And then I am sure they've got a whole lot

0:59:18.760 --> 0:59:24.000
<v Speaker 2>of spooks in Ukraine, yep, trying to buy up Ukrainian

0:59:24.120 --> 0:59:27.320
<v Speaker 2>know how. So they're seeing both sides of that war

0:59:27.640 --> 0:59:30.480
<v Speaker 2>in a way that we're not. That's the first thing.

0:59:30.760 --> 0:59:32.439
<v Speaker 2>And then the second thing is in the Middle East,

0:59:32.960 --> 0:59:35.080
<v Speaker 2>they're watching all they're seeing how we do a high

0:59:35.080 --> 0:59:39.440
<v Speaker 2>intensity bombing campaign, and if we go in with special

0:59:39.520 --> 0:59:44.520
<v Speaker 2>forces and Marines, they're going to see that too, and

0:59:44.560 --> 0:59:46.800
<v Speaker 2>they're going to learn from that. And I wouldn't be

0:59:46.880 --> 0:59:49.520
<v Speaker 2>surprised if they will have some advisors on the ground

0:59:49.560 --> 0:59:55.040
<v Speaker 2>in Iran, very very quietly. But still it's like studying

0:59:55.080 --> 0:59:56.760
<v Speaker 2>in a textbook. It's not the same thing as actually

0:59:56.800 --> 1:00:00.240
<v Speaker 2>fighting for the thing. And as we said it you're

1:00:00.280 --> 1:00:04.800
<v Speaker 2>in this conversation, it's one thing to learn how to

1:00:04.880 --> 1:00:07.160
<v Speaker 2>fight a land war over years and years and years.

1:00:08.400 --> 1:00:11.320
<v Speaker 2>It's another thing when you're fighting a war in the

1:00:11.360 --> 1:00:14.400
<v Speaker 2>air and at sea, where basically everything's decided in the

1:00:14.440 --> 1:00:17.240
<v Speaker 2>first forty eight hours, because if you lose your key

1:00:17.360 --> 1:00:20.160
<v Speaker 2>assets in the first forty eight hours, there's no way

1:00:20.160 --> 1:00:23.560
<v Speaker 2>you can come back and win, and that it puts

1:00:23.640 --> 1:00:26.000
<v Speaker 2>more of an impetus on us to win quick and

1:00:26.160 --> 1:00:29.000
<v Speaker 2>go big. I don't think they want to fight a

1:00:29.040 --> 1:00:30.760
<v Speaker 2>war with us. It's too right.

1:00:31.800 --> 1:00:34.240
<v Speaker 1>This is terrific. I really appreciate it. Good luck with

1:00:34.280 --> 1:00:38.720
<v Speaker 1>the book again. The book is called Defending Taiwan. Make

1:00:38.760 --> 1:00:41.840
<v Speaker 1>sure I get it right and reading Defending Taiwan a

1:00:41.920 --> 1:00:45.840
<v Speaker 1>strategy to prevent war with China. Like I said, very nuanced,

1:00:46.000 --> 1:00:49.720
<v Speaker 1>very rational, and a very important conversation. Really appreciate it.

1:00:50.160 --> 1:00:50.720
<v Speaker 2>Thank you, Chuck.

1:00:50.760 --> 1:00:51.240
<v Speaker 1>Appreciate it.