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US-China Dynamics: Key Considerations for Investors in a Global Market

The thought of risking American lives and resources over Taiwan leaves most Americans perplexed. The goal for the US here, which former DoD official Elbridge Colby and I agree on, is to avoid a war with China.

To do that, Elbridge says we urgently need to overhaul our defense strategy. He lays out a concise plan for this in my latest Global Macro Update interview.

Here’s Colby:

“[T]he best thing for the American people, and frankly the best thing for freedom and democracy in the world, is for us to not get in a war, but meet our core interests.”

Colby is a co-founder and principal of the Marathon Initiative, a foreign policy think tank, and the author of The Strategy of Denial: American Defense in an Age of Great Power Conflict.


Go here to subscribe to Global Macro Update:
https://www.mauldineconomics.com/go/JM528S/YTB

Learn more about Elbridge Colby here:
https://themarathoninitiative.org/elbridge-colby/

Follow Elbridge Colby on X (formerly Twitter):
https://twitter.com/ElbridgeColby

Learn more about Elbridge Colby’s book, The Strategy of Denial: American Defense in an Age of Great Power Conflict, here:
https://yalebooks.yale.edu/book/9780300268027/the-strategy-of-denial/

Follow Ed D’Agostino on LinkedIn:
https://www.linkedin.com/in/ed-d-agostino-415475296/

Download the Mauldin Economics App here:
https://community.mauldineconomics.com/download-app

Time stamps:
00:00 – Introduction
01:54 – Where the Cold War analogy breaks down
05:58 – Why US policy needs to focus on Asia over Europe and the Middle East
06:51 – China is perpetuating global conflicts
13:58 – A better US defense strategy
17:22 – The potential fallout from a war with China
21:14 – The right diplomatic strategy with China
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John Mauldin
Each week, investors and financial professionals around the globe turn to John Mauldin to better understand Wall Street, global markets, and the drivers of the world economy. And for good reason. John is a noted financial expert, a New York Times best-selling author, a pioneering online commentator, and the publisher of one of the first publications to provide investors with free, unbiased information and guidance—Thoughts from the Frontline—one of the most widely read investment newsletters in the world.
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