Tracey Alloway

Hello and welcome to another episode of the OddLots podcast.

I'm Tracey Alloway.

Joe, up until recently, very recently, I would say there are or were two hypothetical blockades that kind of loomed large in the minds of geopolitical strategists everywhere.

And the first was, of course, Iran blockading.

The Strait of Hormuz.

That's clearly not a hypothetical anymore.

It's actually happened.

It's reality.

And we've been doing a lot of episodes about it.

And so the big hypothetical blockade that we're left with to ponder is China potentially doing something with Taiwan.

Oh, absolutely.

So as you mentioned, it obviously hasn't happened yet, but people have been writing and thinking about it for years and years and years.

And as you know, I consider myself an expert on this topic, having once written a paper in college saying that China was going to invade Taiwan before the 2008 bombings.

Beijing Olympics, and that obviously didn't happen.

It was written from a server closet while I was in Beijing.

So it had that going for it.

But anyway, my point is that this is something that's always sort of looming in the background.

And you always see headlines kind of coming up that hint at China-Taiwan tension.

So we actually had one this morning.

We're recording on April 21st.