Joe Weisenthal

And, you know, the only thing I would actually flip them in the sense that I would say the vast majority of discourse has been about the latter China potentially blockading Taiwan in some way.

That was the thing that everyone has been talking about for years and years with growing intensity.

And then, of course, as you mentioned, now the Hormuz situation, which sort of, I don't know, hit people by their blind spot because they didn't think it could ever really happen or whatever really happened has happened.

But when this resolves, if this resolves, et cetera, I believe the question of Taiwan will very quickly return to the fore.

Well, being wrong has never gotten in the way of any pundit's career.

That's right.

So I would not worry about that.

That has never been an issue.

As long as it was well articulated and showed some knowledge, et cetera, then you're fine.

No.

Did they like, you know, it's interesting because there's a few countries still wholly out there that recognize Taipei as the unified capital of China.

Most have like, most have switched.

There's a few random ones out there that are still like, they don't recognize the mainland, et cetera.

So I'm all, you know, a little factoids here and there.

I didn't know that.

powers markets right if you think about that that's true the thing that matters for markets it might be something much closer to ai and semiconductors and valuations entirely is cut right that's totally i mean evidently the world can go a few weeks and not grind to a halt if the straightforward moves is closed for a few weeks

I believe the reaction in markets would be, and just all around the world, and really everything would just be orders of magnitude differently if someone's like, no chips, no chips are coming out.

That would be such a bigger deal.

And of course, the question of Taiwan's role in the world, that would already have been a very big security question even prior to the now constant drumbeat obsession with AI chips, et cetera.

But it only magnifies why this is such a live issue.