Ep. 139: Gerard DiPippo on CIA, US-China Tech War, and Taiwan Risks 

Gerard is a senior fellow with the Economics Program at the Center for Strategic and International Studies (CSIS). He joined CSIS after nearly 11 years in the U.S. intelligence community. From 2018 to 2021, DiPippo was a deputy national intelligence officer for economic issues at the National Intelligence Council, where he led the intelligence community’s economic analysis of East Asia. He also was a senior economic analyst at the CIA focused on East Asia, South Asia, and global economic issues. In this podcast we discuss: 

1. Working at CIA 
2. How has the Chinese economy evolved since 2015? 
3. Structural pressures vs zero-COVID policy 
4. Why has China pursued zero-COVID? 
5. What did we learn from the recent Party Congress? 
6. China’s tech and industrial policy 
7. How US relations with China has changed since the 1990s 
8. Biden’s export control policy 
9. Do other countries want to contain China? 
10. Has a new cold war started? 
11. Possible further US actions against China 
12. Will China invade China? 
13. How China sees the Russia-Ukraine war 
14. China real estate 
15. Books and articles mentioned: The Long Game (Doshi), Jake Sullivan speech., The Best and the Brightest (Halberstam), The Prize (Yergin), Achieving Our Country (Rorty), Contingency, Irony, and Solidarity (Rorty). 

You can follow Gerard here and on Twitter.

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(The commentary contained in the above article does not constitute an offer or a solicitation, or a recommendation to implement or liquidate an investment or to carry out any other transaction. It should not be used as a basis for any investment decision or other decision. Any investment decision should be based on appropriate professional advice specific to your needs.)