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49:19SHORT
“And also for China, with its geographical setup as it is, uh, the seas are going to be open to it only in peacetime. In wartime, this has nothing to do with…”
@Dwarkesh Podcast
China's economy runs on sea lanes that close in any conflict, a permanent geographic discount on its assets.
BABASHORT@ $121.54
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50:13LONG
“If you look at the end of the last Cold War, Cold War too. Sadly, we were into the second one. But look at how world trade just takes off. It was the miracle…”
@Dwarkesh Podcast
A Second Cold War redirects capital from trade efficiency to rearmament, and defense contractors' order books compound.
ITALONG@ $231.73
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TIMESTAMPS
49:19
50:13