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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.

Timestamps:

How could the Taiwanese presidential election impact Sino-US relations? [1:30]
Who are the key players in the Taiwanese election? [7:12]
Who is the PRC rooting for and against in the upcoming election? [18:45]
What is the geopolitical significance of Taiwan Semiconductor Manufacturing Company (TSMC)? [24:26]
How might the Biden-Xi meeting at the APEC Summit as well as Congressional China hawks like Mike Gallagher impact the trajectory of US-China relations? [29:13]

Resources:

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.

Please listen here and subscribe to In Search of Green Marbles wherever you get your podcasts.

Disclosures: This podcast and associated content (collectively, the “Post”) are provided to you by Weiss Multi-Strategy Advisers LLC (“Weiss”). The views expressed in the Post are for informational purposes only and are subject to change without notice. Information in this Post has been developed internally and is based on market conditions as of the date of the recording from sources believed to be reliable. Nothing in this Post should be construed as investment, legal, tax, or other advice and should not be viewed as a recommendation to purchase or sell any security or adopt any investment strategy. Past performance is no guarantee of future results. You should consult your own advisers regarding business, legal, tax, or other matters concerning investments. Any health-related information shared on the podcast is not intended as medical advice or for use in self-diagnosis or treatment. Please consult a qualified healthcare professional before acting upon any health-related information on the podcast. Weiss has no control over information at any external site hyperlinked in this Post. Weiss makes no representation concerning and is not responsible for the quality, content, nature, or reliability of any hyperlinked site and has included hyperlinks only as a convenience. The inclusion of any external hyperlink does not imply any endorsement, investigation, verification, or ongoing monitoring by Weiss of any information in any hyperlinked site. In no event shall Weiss be responsible for your use of a hyperlinked site. This is not intended to be an offer or solicitation of any security. Please visit www.gweiss.com to review related disclosures and learn more about Weiss.

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In Search of
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