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Center for Strategic & International Studies

Behind the Scenes of China's Fifth Plenum

AI summary The 5th Plenum of the 20th Central Committee highlights the Chinese Communist Party’s ongoing efforts to institutionalize control under Xi Jinping. Host Henrietta Levin, joined by experts Victor Shih and Edgard Kagan, analyzes how the party uses "party building" and…

  • Peckingology
  • 5th Plenum
  • Central Committee

EnglishSummary · Transcript

Center for Strategic & International Studies

What METR Found at Anthropic + Nvidia's Crisis of Trust

AI summary The rapid acceleration of AI development and its associated national security risks define the current policy landscape. A major scandal involving Nvidia CEO Jensen Huang and an alleged Chinese spy at Megaspeed has severely undermined industry credibility, fueling momentum for…

  • Nvidia
  • Recursive Self-Improvement (RSI)
  • Export Controls

EnglishSummary · Transcript

Peterson Institute for International Economics

2026 midterm election debrief

AI summary The 2027 US midterm election results signal a shift in the legislative landscape, with a Democratic majority in Congress poised to challenge executive overreach while navigating persistent economic and geopolitical pressures. Macroeconomic policy faces long-term fiscal erosion,…

  • Peterson Institute for International Economics (PIIE)
  • Trumponomics
  • FOMC (Federal Open Market Committee)

EnglishSummary · Transcript

Geopolitical Futures

George Friedman Breaks Down America’s Midterm Fallout

AI summary The recent US midterm elections functioned as a geopolitical and geoeconomic referendum, primarily driven by the war in Iran and the rapid, contentious evolution of artificial intelligence. Economic fallout from the conflict, specifically rising energy costs and damaged…

  • The Storm Before the Calm
  • Artificial Intelligence (AI)
  • IRGC

EnglishSummary · Transcript

Zeihan on Geopolitics

The Problem with the U.S. Power Grid || Peter Zeihan

AI summary The United States faces a critical electricity shortfall as it attempts to re-industrialize for a post-globalized world, requiring a grid expansion of 50% to 100% to support new infrastructure and data centers. The current system is fragmented into three primary…

  • De-globalization
  • 60 Hertz (Hz)
  • Western Interconnection

EnglishSummary · Transcript

Macro Voices

MacroVoices #558 Mike Alkin: Uranium at a Crossroads

AI summary Uranium faces a persistent structural supply deficit, independent of the speculative AI and data center boom. While nuclear energy is currently misclassified by markets as an AI-related sector, the fundamental reality remains that existing reactor fleets and planned additions…

  • Uranium
  • NEI
  • Capex

EnglishSummary · Transcript

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