EXCELSIOR CAPITAL PRESENTS

Geopolitical Risk Considerations: The Biden Administration and U.S. Foreign Policy Challenges

Zack Cooper, senior fellow at the American Enterprise Institute and lecturer at Princeton University, joins us for an engaging discussion about geopolitical issues today.

Podcast: Geopolitical Risk Considerations: The Biden Administration and U.S. Foreign Policy Challenges

Zack Cooper, senior fellow at the American Enterprise Institute and lecturer at Princeton University, joins us for an engaging discussion about geopolitical issues today. We explore China’s geopolitical and military ambitions, varying opinions on responding to economic downturn and Taiwan tensions, the challenges of the U.S.-China conflict over Taiwan, and more.

Key Highlights

[00:00 – 09:14] Exploring China’s Geopolitical and Military Ambitions

  • Japan and South Korea have never had an independent diplomatic meeting outside of a more significant summit
  • The U.S. and Japan have had their differences going back to World War II, but Japan and Korea never had the same forcing function
  • China is playing a significant role in pushing Japan and Korea together as they trust China less than each other
  • The Camp David Summit is about trying to make it more difficult for them to focus on historical issues and force them into the future

[09:15 – 17:39] Split Opinions on Responding to Economic Downturn and Taiwan Tensions

  • Xi Jinping’s thinking is uncertain, and both a weak, inward-looking China and an aggressive, brittle China are possible
  • Russia’s experiment of consolidating national unity by attacking Ukraine has not worked out
  • Taiwan is different from Ukraine, and it is unclear what the U.S. commitments are with Taiwan
  • Chinese people have delivered remarkable economic growth in the past decades, but now the growth numbers for this year are lower

[17:40 – 24:42] Examining the Challenges of the U.S.-China Conflict Over Taiwan

  • The Biden team has three pillars of their approach: Invest, Align, and Compete with China
  • Taiwan has strategic value as it is close to U.S. treaty alliances with Japan and the Philippines
  • China trying to invade Taiwan is one of the hardest things militarily in the world
  • The U.S. Navy is smaller than China’s, and U.S. facilities and people in the region would be under threat if a conflict arises

[24:43 – 37:22] Examining Command and Control in Southeast Asia 

  • U.S. could strike the Chinese mainland if a decision is made in Oval Office or White House Situation Room
  • China hasn’t been involved in a major conflict for 50 years, and technology is different now

Additional Links

Zack’s Twitter: @ZackCooper

Connect with Brian on LinkedIn!

Previous Articles

the-ultimate-guide-to-commercial-real-estate-investing

The Ultimate Guide to Commercial Real Estate Investing

Learn everything you need to know to assess the benefits of a commercial real estate investment and make the best decisions to get started.

Tax Season Preparation for Real Estate Investors

Tax Season Preparation for Real Estate Investors

Whether you’re an individual filer, a business owner, or managing investments like real estate, proper preparation can help you maximize deductions and stay ahead of key deadlines.

From Challenge to Opportunity 2025 Commercial Real Estate Outlook

From Challenge to Opportunity: 2025 Commercial Real Estate Outlook

As we move into 2025, investors are entering the new year with cautious optimism. While the last two years have presented challenges, there’s a growing sense…

Why Industrial Outdoor Storage IOS Is the Next Big Trend in Commercial Real Estate

Why Industrial Outdoor Storage (IOS) Is the Next Big Trend in Commercial Real Estate

The Industrial Outdoor Storage (IOS) asset class has rapidly emerged as a key player in 2024. With a market valuation of $200 billion…

Does Real Estate Deserve a Larger Role in the Ideal Future Portfolio

Does Real Estate Deserve a Larger Role in the Ideal Future Portfolio?

Investors should be prepared for equity returns during the next decade that are towards the lower end of their typical performance distribution relative to bonds and inflation.

Understanding Common Real Estate Investment Structures

Understanding Common Real Estate Investment Structures

A Guide for Accredited Investors. Explore some of the most common real estate investment structures and how they work.

Commercial Real Estate: Key Investment Performance Metrics

Commercial Real Estate: Key Investment Performance Metrics

In this guide, we’ll break down some of the most common terms to know so you can feel confident going into your next investment.

Are Medical Office Buildings A Good Investment

Are Medical Office Buildings A Good Investment?

Here are a few key considerations that highlight why a medical office building could be a solid choice.

Stabilized or Value-Add Investments

Stabilized or Value-Add Investments: Which Strategy Is Right For You?

For real estate investors, distinguishing between the strategies of stabilized and value-add investments can mean the difference between…

Excelsior Capital

A real estate private equity firm that owns and operates high quality multi-tenant office assets in emerging secondary markets.

Interested in learning more about Excelsior's investment opportunities?

Excelsior Capital

104 Woodmont Blvd, Suite 120
Nashville, TN 37205

investors@excelsiorgp.com

Disclaimer: Under no circumstances should any information presented on this website be construed as an offer to sell, or solicitation of an offer to purchase any securities or other investments. This website does not contain the information that an investor should consider or evaluate to make a potential investment. Other materials related to investments in entities managed by Excelsior Capital are not available to the general public.

Share This