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ChinaTalk

Jordan Schneiderchinatalk.substack.com
Conversations exploring China, technology, and US-China relations. Guests include a wide range of analysts, policymakers, and academics. Hosted by Jordan Schneider. Check out the newsletter at https://www.chinatalk.media/
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Episodes

Lawrence Freedman on Strategy and Nuclear War

Lawrence Freedman is the dean of strategic studies. He’s written books about the Falklands War, nuclear strategy, political-military relations, Kennedy’s foreign policy, the revolution of military affairs, and (my personal favorite) the history of strategy . Freedman is now part of the father-son writing duo samf.substack.com . Note: we recorded this in the summer of 2023. Thanks to the Hudson Institute for sponsoring this conversation. In this far-reaching conversation, we discuss: How the Falk...

Feb 25, 20261 hr 34 min

Emergency Pod: SCOTUS Scraps Tariffs!

Peter Harrell drops in, attorney who served in the Obama and Biden admins and submitted a brief in this case Learn more about your ad choices. Visit megaphone.fm/adchoices

Feb 20, 202634 min

Second Breakfast: Iran, Munich + European Defense Tech, Anthropic

Bryan Clark opens the show talking Iran. Recurring cohosts include Justin Mc , Tony Stark and Eric Robinson . Eric Slesinger of 201 Ventures drops in https://ericslesinger.com/ outtro music: rubio's speech https://suno.com/s/KnIpTyZIU7iJSeIf Learn more about your ad choices. Visit megaphone.fm/adchoices...

Feb 20, 20261 hr 3 min

How the US Won Back Chip Manufacturing

We’re here for a CHIPS Act megapod, in person with Mike Schmidt and Todd Fisher , the director and founding CIO of the CHIPS Program Office, respectively. We discuss… The mechanisms behind the success of the CHIPS Act, What CHIPS can teach us about other industrial policy challenges, like APIs and rare earths, What it takes to build a successful industrial policy implementation team, How the fear of “another Solyndra” is holding back US industrial policy, Chris Miller’s recent interest in revita...

Feb 17, 20261 hr 40 min

Chinese Peptides (Reported Podcast Special Edition!)

We're trying out a different format to explore "Chinese peptides." We talk to biohackers using compounds like BPC-157 to heal extreme injuries, go undercover as peptide buyers, and discuss the challenges of reporting on the Chinese pharmaceutical ecosystem with the legendary Hamilton Morris. Special thanks to guests Jasmine Sun, Hamilton Morris, Aaron Kesselheim, Marcus, and David. This episode was produced by Lily Ottinger with additional reporting from Irene Zhang and Nick Corvino. Check out J...

Feb 13, 202641 min

Rickover’s Playbook: Building Hard Things Inside the State

Admiral Rickover — America’s most famous, perhaps most influential admiral of the second half of the 20th century. To discuss his unbelievable life story, dramatic impact on the Cold War, and implications for the future of what the U.S. government should do when it tries to build hard things, we have two guests — Charles Yang , founder of the Center for Industrial Strategy, who also does AI science work at Renaissance Philanthropy, and Emmett Penney of FAI. We discuss: Rickover’s immigrant origi...

Feb 13, 20261 hr 20 min

China's Gaming Landscape

Today, we’re discussing all things gaming in China! Our illustrious guest is Daniel Camilo , a Portuguese national who has spent over a decade in the Chinese video game industry. We cover the most important titles, publishing and development trends, and where the industry is headed. We discuss: How China’s game industry climbed the value chain from low-cost mobile and PC titles to globally competitive AAA releases, Why Genshin Impact reset global expectations, becoming the template for live-serv...

Feb 11, 202647 min

Chinamaxxing

Minh Tran ( https://www.couldabeenatthe.club/ ), Afra Wang ( https://afra.work/ ) and Lauren Teixeira ( https://lrntex.substack.com/ ) join me to talk about Chinamaxxing — the growing fascination among younger Americans with Chinese short-form content. We discuss why these videos feel so appealing in a moment of pessimism at home, how Trump’s America shapes that gaze, and where the “shiny,” abundance-driven vision of China starts to break down. We also get into what short-form can’t show and rev...

Feb 05, 202656 min

Military Revolutions with Ed Luttwak

Today’s guest is the legendary strategist Edward Luttwak — the Machiavelli of Maryland. He’s consulted for presidents, prime ministers, and secretaries of defense, and authored magnificent books on Byzantine history , a guide to planning a successful coup, and an opus on the logic of strategy and the rise of China. He raises cows, too. We recorded this episode in Feb of 2024. Thanks to the Hudson Institute for sponsoring this episode. Our conversation today covers… Luttwak’s childhood and format...

Feb 01, 20262 hr 51 min

Second Breakfast: Invading Canada, Benedict Arnold, Iran

whole gang is here. Also a little Minnesota and 30 seconds of NDS (which is all it deserves) suno: https://suno.com/s/SJ0FoEPMVZ3QS441 'He couldn’t capture Canada, but captured infamy— The only general in history who failed at treason and geography!' Learn more about your ad choices. Visit megaphone.fm/adchoices

Jan 30, 20261 hr 3 min

EMERGENCY POD: PLA Purges Continue!

Jon Czin, former CIA analyst and NSC staffer, returns to talk purges. We have far too much fun. The disney take on PLA purges: https://suno.com/s/Wv1yQyxdUhWBzyA0 08:50 Deep read into the WSJ nuke traitor allegations 22:10 Xi getting paranoid? 26:13 Taiwan implications 32:38 Succession implications 45:55 It must really suck to work in Chinese politics Learn more about your ad choices. Visit megaphone.fm/adchoices...

Jan 28, 202656 min

Overfit: Claude Code is Everything, Trump Vibe Codes

Jasmine Sun of https://jasmi.news/ and Nathan Lambert of https://www.interconnects.ai/ report for duty. Athena makes a brief guest appearance before dipping for pilates. Jordan's flower app: https://cut-from-the-masters.vercel.app/ Jordan's acting app: https://acting-trainer.vercel.app/ Jordan's mahjong trainer app: https://mazel-jong.vercel.app Suno song: https://suno.com/s/BArMAm90qTxbupUz Learn more about your ad choices. Visit megaphone.fm/adchoices...

Jan 25, 20261 hr 11 min

The Future of Economic Security with Dan Kim and Chris Miller

Is there such a thing as MAD in economic warfare? How should we measure the effectiveness of our industrial policy tools, and what outcomes should we be aiming for anyway? Our guest today is Dan Kim , who served at USITC with stints at Qualcomm and SK hynix before returning to government as the Chief Economist for the CHIPS Program Office. He recently joined TechInsights as Chief Strategy Officer. Also joining us is Chris Miller of Chip War fame. We discuss: What $39 billion can and can’t buy — ...

Jan 21, 20261 hr 20 min

Party Time! Jon Czin on US-China in 2025 and 2026

Jon Czin spent years as a top China analyst at the CIA, served as China Director on Biden’s National Security Council, and now works at the Brookings Institution. We talk through: Xi, Trump, and what drove the roller coaster of US-China relations in 2025 Why it feels too quiet right now and what could get this train off the rails in 2026 Learn more about your ad choices. Visit megaphone.fm/adchoices...

Jan 19, 20261 hr 2 min

Richard Danzig on Cyber and AI

Richard Danzig, national treasure, joins the podcast to discuss the national security implications of AI in the cyber context. Do note we conducted this interview in July of 2025. We discuss Richard's excellent paper on AI and cyber you can find here: https://www.rand.org/pubs/perspectives/PEA4079-1.html Teddy Collins cohosts. Thanks to Hudson for sponsoring this episode. Learn more about your ad choices. Visit megaphone.fm/adchoices...

Jan 17, 20261 hr 44 min

The China Commission Reports!

The U.S.-China Economic and Security Review Commission late last year released its annual report to Congress . ChinaTalk welcomes two commissioners to the pod to discuss. Before joining the Hoover Institution, Mike Kuiken spent two decades on the Hill including as the senior national security advisor for Senator Schumer and as a PSM on the Senate Armed Services Committee. He was appointed to the commission by Leader Schumer. Leland Miller , the co-founder and CEO of China Beige Book , was appoin...

Jan 17, 20261 hr

Ben Buchanan on AI and Cyber

Happy New Year! This is your reminder to fill out the ChinaTalk audience survey. The link is here . We’re here to give the people what they want, so please fill it out! ~Lily 🌸 Ben Buchanan , now a Professor at SAIS, served in the Biden White House in many guises, including as a special advisor on AI. He’s also the author of three books and an Oxford quarterback . He joins ChinaTalk to discuss how AI is reshaping U.S. national security. We discuss: How AI quietly became a national security revo...

Jan 11, 20261 hr 22 min

Are We Cooked? Q1 2026

We check in on the state of the republic and allied scale with Peter Harrell, former Biden official and host of the excellent new Security Economics podcast , Kevin Xu, who writes the Interconnected newsletter , and Matt Klein, author of Trade Wars Are Class Wars and The Overshoot substack. Learn more about your ad choices. Visit megaphone.fm/adchoices...

Jan 07, 20261 hr 9 min

Emergency Second Breakfast: Venezuela

The gang ( Justin Mc , Tony Stark and Eric Robinson ) and I talk about what the hell just happened this past weekend and what it all means. Learn more about your ad choices. Visit megaphone.fm/adchoices...

Jan 06, 20261 hr 12 min

Japanese Economic Security Policy with A REAL LIFE METI OFFICIAL

Nishikawa Kazumi , Principal Director for Economic Security Policy at the legendary Japanese Ministry of Economy, Trade and Industry ( METI ), joins China Talk. Cohosting is Charles Lichfield of the Atlantic Council. Today, our conversation covers: METI’s reputation as a juggernaut of industrial policy, and how the organization has evolved since the 1970s, How Japan conceives of and pursues economic security, METI’s criteria for market intervention, and how it balances economic security consider...

Jan 02, 202649 min

ChinaTalk 2025 Year in Review

ChinaTalk Audience survey: https://docs.google.com/forms/d/e/1FAIpQLScQ99GAL0m_8iBqZDiKoEjRZiyX6544QvaCNtd1cVkc826n7A/viewform?usp=dialog Featured coverage on Substack: Industrial diamonds: https://www.chinatalk.media/p/diamonds-are-a-trade-wars-best-friend China’s influence in Central Asia: https://www.chinatalk.media/p/notes-on-kyrgyzstan Taiwanese WWII veterans: https://www.chinatalk.media/p/taiwan-confronts-wwii Chinese tourism in Taiwan’s outlying islands: https://www.chinatalk.media/p/main...

Dec 30, 202540 min

Joe Weisenthal and I do a Show About Nothing

A festivus special! Joe Weisenthal, host of Odd Lots and my podcast host alter ego, come to celebrate his ten years of hosting, reflect on the medium and China. 01:21 following your podcasting bliss 21:19 handling guests 26:06 china 46:04 journalism integrity 49:24 parenting in nyc Learn more about your ad choices. Visit megaphone.fm/adchoices

Dec 23, 20251 hr 3 min

Second Breakfast: Arctic Warfare Christmas Special!

Steve Gagnon joins the show! Book: Thousand Mile War https://www.amazon.com/Thousand-Mile-War-Aleutians-Classic-Reprint/dp/0912006838 Outtro music: Learn more about your ad choices. Visit megaphone.fm/adchoices

Dec 22, 202555 min

Rahm Returns to Chat Trump and China: “He is the worst negotiator.”

Rahm Emanuel returns to ChinaTalk with a characteristically blunt assessment of U.S.-China relations, delivering an unsparing verdict on the first year of Donald Trump’s second term. We discuss: The “Fear Factor” in Asia: Why Japan and South Korea are ramping up defense spending not because of Trump’s strength, but because his unpredictability and isolationism have forced them to buy “insurance policies” against a U.S. exit, Corruption and “Own Goals”: How “draining the swamp” has turned into in...

Dec 18, 20251 hr 1 min

Détente 2.0 with Mike Froman of CFR

Mike Froman is president of the Council on Foreign Relations and former U.S. Trade Representative. He joins ChinaTalk for the first time to discuss: Why his 1992 dissertation on détente is suddenly relevant again – and why “positive linkage” fails to change adversary behavior, How mutual assured destruction has shifted from nuclear weapons to rare earths, supply chains, and technology, and why the U.S. and China are stuck in a costly, uncomfortable stalemate, Trump’s unorthodox use of economic l...

Dec 15, 20251 hr 1 min

Second Breakfast: Habemus NDAA!

We've got a full house with Tony, Justin and Eric today. We get into: The hottest NDAA takes on the airwaves (DFC, OSC, AUKUS, Taiwan, contested logistics, Xi's money) Tony has an amazing tv pitch for the deposed dictator White Lotus SOCOM creatine and super soldiers Learn more about your ad choices. Visit megaphone.fm/adchoices

Dec 12, 20251 hr 4 min
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