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Our guest today is economist Noah Smith, who made time for an in-person interview during his recent trip to Taiwan. He runs the Noahpinion substack and is the author of an upcoming book on the revival of the Japanese economy. 

We discuss…

  • The goals of Silicon Valley's pro-Trump constituency, from deregulation, to tariffs, to China policy,
  • Whether Elon is standing up for Taiwan behind closed doors,
  • Whether Taiwan, Japan, South Korea, and Poland need their own nuclear weapons,
  • How Taiwan could bargain for independence with China’s leaders post-Xi,
  • National health insurance as a potential solution to China’s aggregate demand problem,
  • A Georgist perspective on China’s real estate problem,
  • Why China’s demographic issues are overstated, 
  • Recommendations for Taiwan’s economic development.

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Jordan Schneider is the host of the ChinaTalk podcast and newsletter. He previously worked at Kwai, Bridgewater and the Eurasia Group. His Chinese landscape paintings "show promise."
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