Jason Bordoff interviews Jake Sullivan, former National Security Advisor, at the Columbia Global Energy Summit. They discuss the Biden administration's foreign policy for the middle class, focusing on economic and energy security, supply chain resilience, and competition with China in clean energy. Sullivan defends the strategy of reshoring critical industries and friend-shoring supply chains, while also addressing the risks of dependence on China. The conversation covers climate change as a national security issue, the role of AI, the impact of the shale revolution, and geopolitical challenges related to Ukraine and Iran. Sullivan also touches on the potential for a U.S. strategic investment fund and responds to critiques of Bidenomics, emphasizing the importance of targeted industrial policy and strategic investments in key sectors.
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