The Taiwanese Election: Where Will the Chips Fall? [PODCAST]

Michael Edwards

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.

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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.

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Important disclosures: Disclosures: This content (the "Insights Page") is provided by Weiss Multi-Strategy Advisers LLC ("Weiss"). The views expressed on the Insights Page are for informational purposes only and are subject to change without notice. Information on the Insights Page has been developed internally and is based on market conditions as of the date of the original post on the Insights Page from sources believed to be reliable. Nothing on the Insights Page should be construed as investment, legal, tax, or other advice and should not be viewed as a recommendation to buy or sell any security or adopt any investment strategy. Past performance is no guarantee of future results. Please consult your own advisers regarding business, legal, tax, or other matters concerning investments. Weiss has no control over information at any external site hyperlinked on the Insights Page. 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 or ongoing monitoring by Weiss of any hyperlinked site. Investing in securities is speculative and involves substantial risk of loss.
Important disclosures: Disclosures: This content (the "Insights Page") is provided by Weiss Multi-Strategy Advisers LLC ("Weiss"). The views expressed on the Insights Page are for informational purposes only and are subject to change without notice. Information on the Insights Page has been developed internally and is based on market conditions as of the date of the original post on the Insights Page from sources believed to be reliable. Nothing on the Insights Page should be construed as investment, legal, tax, or other advice and should not be viewed as a recommendation to buy or sell any security or adopt any investment strategy. Past performance is no guarantee of future results. Please consult your own advisers regarding business, legal, tax, or other matters concerning investments. Weiss has no control over information at any external site hyperlinked on the Insights Page. 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 or ongoing monitoring by Weiss of any hyperlinked site. Investing in securities is speculative and involves substantial risk of loss.