01:14:24

EssentialMike Green in Conversation

China's Vision of Victory

Featuring Jonathan Ward

Nov 19, 2020 • 74 minutes

Essential

Mike Green in Conversation

China's Vision of Victory

Jonathan Ward argues that the battle with China will be an economic one & that some countries and corporations may find themselves on the wrong foot.

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Featuring Jonathan Ward

Nov 19, 2020 • 74 minutes

Dr. Jonathan Ward, founder of the Atlas Organization, is one of the foremost thought leaders on U.S.-China relations. His book, "China's Vision of Victory", has been lauded at the highest levels of government for its clear outline of not only China’s geopolitical ambitions and the potential effects on the western democracies, but for its policy prescriptions of economic containment as well as compelling arguments for the roles that businesses need to play in managing the growing threat posed by China. In this Interview with Mike Green of Logica Capital Advisors, Ward argues that the battle with China will be an economic one and that countries and corporations that do not plan accordingly may find themselves on the wrong foot as western attitudes rapidly shift. Although Ward and Green agree on the danger posed by China, Ward is much more optimistic about the current sense of urgency among western corporations and governments. Together, they debate whether western democratic allies can get organized without a push from unwanted catalysts like military aggression. Filmed on November 16, 2020. Key Learnings: Although Ward argues that the paradigm shift in views towards China predates COVID-19, this shift has been accelerated by the virus not only in the U.S. but also in other crucial geographies like Europe and India -- this trajectory should continue under a Biden administration. As this shift continues, countries that believe they can count on the U.S. for security while appeasing China as their main trade partner may soon find that this option is no longer on the table.

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A Real Vision original, Mike Green engages in exciting conversations about the big macro topics that matter. Exploring personal passions -- including the US-China relationship that defines modern geopolitics as well as market structure and the question of how short-volume strategies and passive indexation have warped the way markets function -- Mike creates immeasurable value for investors. Never stuck on any one or two themes, he also explores breaking issues sure to shape our understanding of ever-changing financial markets.

More Episodes

A Real Vision original, Mike Green engages in exciting conversations about the big macro topics that matter. Exploring personal passions -- including the US-China relationship that defines modern geopolitics as well as market structure and the question of how short-volume strategies and passive indexation have warped the way markets function -- Mike creates immeasurable value for investors. Never stuck on any one or two themes, he also explores breaking issues sure to shape our understanding of ever-changing financial markets.

More Episodes

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