Jacob and Rob power through a difficult week to offer insights on how Chinese industrial policy is shaping the world. They explore how the semiconductor industry was buoyed by Chinese demand last year and express doubts about whether the good times will continue to roll in 2024. They talk about Chinese EVs, the proliferation of risk (and how to think about it from both a professional and investment perspective) before closing by parsing some interesting data about renewable energy capacity and what it might say about energy prices toward the end of the decade.

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Timestamps:

(00:00) - Intro

(02:45) - Semiconductors

(13:05) - How the government assesses risk

(27:19) – EVs

(41:02) – Energy/Batteries/Solar

(45:00) - Chinese capital controls and the Chinese stock market

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CI Site: cognitive.investments

Jacob Site: jacobshapiro.com

Jacob Twitter: x.com/JacobShap

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