In this episode, recorded on Wednesday, November 29th, G3 speaks with Weiss’s China expert, Mike Edwards, about the upcoming presidential election in Taiwan.
China, the US and much of the world will be watching this election closely because Taiwan’s status has been a major source of tension between the world’s two superpowers. Mike provides an overview on where Sino-US relations currently stand and discusses if and how the election could impact the trajectory of those relations.
Mike and G3 also discuss the geopolitical significance of Taiwan Semiconductor Manufacturing Company (TSMC), which is headquartered about 45 miles to the southwest of Taipei.
Please check important disclosures at the end of the episode.
About: Consistent with its mission to invest in people, partnerships, and a purposeful future, Weiss Multi-Strategy Advisers launched a weekly podcast, In Search of Green Marbles, in November 2021. In each episode, Weiss leaders provide differentiated insights (i.e., green marbles) that aim to help institutional investors, financial advisors, and individuals identify actionable investment themes amidst the noise in today’s market environment. Primary topics of discussion include exponential innovation, the US-China relationship, longevity’s impact on financial markets, and the latest economic themes. Hosted by G3, featured guests include Weiss President and CIO Jordi Visser, Deputy CIO Mike Edwards, and Senior Vice President and Portfolio Manager Lundy Wright.
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