The Massive Economic Impact If China Invades Taiwan

The Odd Lots podcast episode features hosts Joe Weisenthal and Tracy Alloway discussing the escalating tensions between China and Taiwan with guests Jennifer Welch and Gerard DiPippo, both geoeconomics analysts from Bloomberg Economics. The discussion explores the historical context, current geopolitical factors, and potential economic impacts of a conflict in the Taiwan Strait, including a detailed analysis of various war game scenarios and economic modeling that estimates a potential $10 trillion cost to the global economy. The guests also address the role of semiconductors, the economic and military balance of power, and the potential responses from the United States and other countries in the region, while also considering how the Russia-Ukraine war has influenced perspectives on the conflict.