Are China & The USA Working Together To Carve Up The Globe? | Peter Alexander
Premiered 4 hours ago 2 products
Adam Taggart | Thoughtful Money® tagged products below. Learn more
Men's Non-Iron Dress Shirt - Trim Fit Pinpoint Solid - Trim Fit Point Collar - In Light Blue, Cotton | The Tie Bar
A$95.70
thetiebar.com/product/shr-2955-0201?variant=S30-3435175-TF&srsltid=AfmBOopD3ScJio8LLKNWhtkMl9KHvR26vhPh8Z23VVhpwRds5VltQhV5VO4
Men's J.M. Haggar Premium Tailored-Fit Stretch Suit Jacket, Size: 44 - Regular, Medium Taupe
Limited shipping areas
kohls.com/product/prd-3123027/mens-jm-haggar-premium-tailored-fit-stretch-suit-jacket.jsp?skuid=80617557&CID=seo_offers&utm_campaign=SAG&utm_medium=organic&utm_source=google&utm_product=80617557
TIME IS RUNNING OUT! REGISTER FOR THOUGHTFUL MONEY'S SPRING ONLINE CONFERENCE at https://www.thoughtfulmoney.com/confe...
Right now the world's attention is focused on Iran, which is under siege by the US and Israel.
But many in America think the real threat to America -- economically and geostrategically -- is a different country, perhaps one the war in Iran is designed to weaken = China.
Many viewers of this channel have been asking for a deep dive on China -- its capabilities, its motivations and its likely future actions.
Well today we're delivering on that. I have the good fortune to welcome to the program Peter Alexander, Founder & CEO of Z-Ben Advisors, a leading provider of market intelligence and strategic advice on every facet of China’s asset management industry.
Follow Peter at https://plalexander.substack.com/
Or at https://z-ben.com/
#china #geopolitics #monroedoctrine
0:00 – Peter's background
2:50 – Peter asks: Have you interviewed anyone actually based in China?
4:15 – Kickoff question: Current assessment of China's economy
5:21 – Why China discussions are so emotive
6:35 – China's ongoing transition since 2017
7:37 – Warnings against betting on collapse
9:16 – Stress in the system
11:49 – China's big advantages
14:41 – Evolution up the value chain
16:37 – Recent sentiment shift
18:07 – Infrastructure edge
20:33 – Why China builds so fast/efficiently
23:22 – Few Americans have visited since 2019
26:04 – Long-term planning advantage: Pragmatic 5-year plans + understanding U.S. political cycles
28:59 – China's self-correction ability
34:12 – Trump admin's recognition of China threat is good, but containment remedy is flawed
35:48 – Real U.S. fix: Onshore critical chains, boost power/manufacturing
39:29 – Historical parallel: Not Cold War 2.0, but pre-WWI UK vs. Germany
41:03 – U.S. potential to reverse course
43:29 – Xi's internal Party dynamics
46:28 – Succession: Party-first; consistency likely even if Xi gone
49:51 – China's aspiration: Regional hegemony in East/South China Seas; accepting U.S. Western Hemisphere dominance
50:50 – Negotiating a potential "Fourth Communiqué" to divide spheres of influence
52:16 – No Chinese military intent on Taiwan
54:03 – U.S. interest in Taiwan: Containment
1:01:25 – China's dollar strategy
1:05:49 – Key moves: Belt & Road diversification, Shanghai Gold Exchange, Golden Road vaults, RMB/gold-settled trade
1:10:02 – Rapid growth in RMB-settled trade
1:19:35 – Investment themes
1:28:59 – Parting advice
_____________________________________________
Thoughtful Money LLC is a Registered Investment Advisor Promoter.
We produce educational content geared for the individual investor. It’s important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.
We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer’s unique goals, needs & risk tolerance.
IMPORTANT NOTE: There are risks associated with investing in securities.
Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.
A security’s or a firm’s past investment performance is not a guarantee or predictor of future investment performance.
Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.
Copyright © 2026 Thoughtful Money LLC. All rights reserved.