Zortix matched this thesis to China ETFs as one way for retail investors to get exposure. Not a recommendation.
China's shift from 'wolf warrior' to pragmatic partner
The guest argued that China has successfully shifted from aggressive 'wolf warrior' diplomacy to positioning itself as a stable, pragmatic economic partner, capitalizing on US political volatility.
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The story so far
CONTESTED · 92 MENTIONS · 66 EPISODES · 28 SHOWS
24 JUL 2025 — 17 AUG 2026 · YESTERDAY
36 SUPPORT · 5 CHALLENGE · 2 REPEAT · 49 MENTIONED
- THE ACQUIRERS PODCAST
41 EPISODES BETWEEN · 57 MENTIONS · 6 NOT KEPT
- 6 EPISODES NOT SHOWN
- SMARTERMARKETS · 2 MENTIONS
- MACROVOICES
- MACROVOICES
- SMARTERMARKETS · 2 MENTIONS
- MACROVOICES
- GOLDMAN SACHS EXCHANGES
- GOLDMAN SACHS EXCHANGES
- MACROVOICES · 4 MENTIONS
- THE DERIVATIVE
- VALUE INVESTING WITH LEGENDS
- MACRO MUSINGS WITH DAVID BECKWORTH
- THE BUSINESS BREW
- THE GRANT WILLIAMS PODCAST · 2 MENTIONS
- THE TIM FERRISS SHOW · 3 MENTIONS
- SMARTERMARKETS · 2 MENTIONS
- FORWARD GUIDANCE
- WHAT BITCOIN DID
- SMARTERMARKETS · 2 MENTIONS
- SMARTERMARKETS
- THE BUSINESS BREW
- SMARTERMARKETS
- CAPITAL ALLOCATORS
- THE ALPHA EXCHANGE · 3 MENTIONS
- THE GRANT WILLIAMS PODCAST
- THE MEB FABER SHOW
- THE GRANT WILLIAMS PODCAST
- THE GRANT WILLIAMS PODCAST · 3 MENTIONS
- WHAT BITCOIN DID
- MACRO MUSINGS WITH DAVID BECKWORTH
- THE BUSINESS BREW · 2 MENTIONS
- ALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
- MACRO MUSINGS WITH DAVID BECKWORTH
- ALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
- MONETARY MATTERS WITH JACK FARLEY
- THE JULIA LA ROCHE SHOW · 2 MENTIONS
- SMARTERMARKETS
- FORWARD GUIDANCE
- THE GRANT WILLIAMS PODCAST
- THE JULIA LA ROCHE SHOW
- MACRO MUSINGS WITH DAVID BECKWORTH
- ALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
- FORWARD GUIDANCE · 2 MENTIONS
- China's energy security stronger than US allies
- China's shift from 'wolf warrior' to pragmatic partner · THIS IDEA
11 EPISODES BETWEEN · 11 MENTIONS
- WEALTHION - BE FINANCIALLY RESILIENT
- ODD LOTS
- PALISADES GOLD RADIO
- THE TWENTY MINUTE VC
- ODD LOTS
- THE ACQUIRERS PODCAST
- ODD LOTS
- PLANET MICROCAP PODCAST
- PROF G MARKETS
- ODD LOTS
- A16Z PODCAST
- ALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
- COMMODITY CULTURE · 2 MENTIONS
- THE TWENTY MINUTE VC
- THE TWENTY MINUTE VC
- ALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
- ANIMAL SPIRITS
HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD