Joyce Chang

speaker

61 appearances 1 recordings 1 series first heard Aug 2026 last heard 4 Aug

Joyce Chang’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Aug 2026 with 1.

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Making Sense · Geopolitics vs. markets: How might the US, China and Iran reshape global risk? · 4 Aug 2026 podcast

We're seeing increased attacks, potential disruption or risk around the Strait of Hormuz.

At this stage, what are the top objectives from each side, from Iran, from Washington, from the key regional players?

After so much escalation, so much lack of trust, what is an acceptable end state?

No, it's a great question, Karim.

And to segue into you, Paul, just in addition to Karim's question, can you tell us what does China want to have happen next from your perspective?

And how does this fit into the upcoming summit in September on U.S.-China relations and this constructive strategic stability?

Thank you so much for that.

I mean, a lot of food for thought there as we look at the summit.

But everything, Kareem, that you have said makes me think that there isn't any quick de-escalation of this.

So when you look at the key risk ahead, looking at global supply, is it the physical disruption we should be watching?

Is it the insurance, the shipping constraints or the political issues?

Are there certain risks that you think the market might be underpricing here?

Yeah, so greater military action that could just go on for an extended period is a key risk.

And that could even take us through the summer into the China summit.

So, Paul, let me turn to you.

Do you think that this is going to come up in September at the next U.S.-China summit?

What are your expectations for what is going to be discussed and whether constructive strategic stability will be reemphasized again as the ongoing theme for the rest of Trump's term?

So that's what the market is hoping for, that both sides recognize the benefits of maintaining some type of stability in the marketplace.

Well, Paul, let me turn to you because I couldn't ask about U.S.-China without bringing up AI.

And your team recently published a terrific report, Beyond the Benchmarks, a report on the U.S.-China AI competition.

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