Welcome to a new collaboration episode between Baiguan,
of and Johnny Zou of . It has been several weeks now since we shared our thoughts on the important events of the past week.In this episode, we cover:
[00:41] Robert’s experience of publishing an opinion piece on the New York Times discussing China’s resolve in the trade war.
[06:32] Significance of China halting Boeing deliveries
[8:08] Jensen Huang’s China visit: Is it a slap on Trump’s face, or is Jensen actually the “go-between”?
[17:13] Bloomberg’s story about China’s willingness to talk, with certain preconditions. How true is that?
[19:14] Reshuffling of top China’s trade negotiator: what does it mean?
[21:00] The end of “high-sea fishing”?
[29:05] Xi’s Southeast Asia visit
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