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Kyle Bass
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Kyle Bass: 我认为，特朗普总统希望与中国达成贸易协议，但他同时也在采取措施对抗中国的军事扩张和战略意图。我个人更倾向于与中国彻底脱钩，因为我们与中国政府在价值观上存在根本冲突，这种冲突迟早会爆发。中国已经展示了其宏伟战略，我们必须在贸易和军事上同时反击。虽然特朗普政府内部存在对华政策的分歧，但他正在采取措施加强出口管制，并在量子计算和人工智能等关键领域与中国竞争。我认为，中国对台湾的潜在行动是我们面临的重大风险，我们需要大约18个月的时间来弥补我们在军事和工业上的漏洞，以应对这一威胁。目前美国在精确弹药生产和战略物资储备方面存在严重不足，需要尽快解决。
Deep Dive
This chapter explores the complexities of a potential trade deal between the US and China, considering the constant lies and broken promises from China. It questions the feasibility of a deal and the potential for a more confrontational approach.
- Trade war 2.0 is impacting the Chinese economy.
- President Trump desires a trade deal but distrust of China is a major obstacle.
- The possibility of a global settlement with measurable and enforceable terms is discussed.
Shownotes Transcript