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

Confluence Podcasts
07/07/2021 20 min Episodio 70
Confluence of Ideas - The Geopolitics of Taiwan and the Issue of Globalization

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Episode Synopsis


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

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