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Hello and welcome to another episode of the Odd Lots Podcast.

I'm Joe Weisenthol.

And I'm Tracy Allaway. So Tracy, you know, we haven't talked about it in a while, but one recurring topic on the podcast over the years has been China's effort to really sort of leap into the lead technologically.

We've talked about it with a few different guests, invest aggressively in airlines,

semiconductors, and so forth.

Setting aside all the current noise,

that's still like one of the bigger long-term storylines that attempt to sort of supplant the

U.S. at the lead in the lead of a technological manufacturing and development.

Yeah, that's right and I think that's where a big portion of the trade war or the Trump administration's trade war with China actually came from and that's why we see so much of it centered around technology, things like bite dance, TikTok, and of course 5G and

Huawei.

And of course we're seeing Beijing rolling out its new plans for, I think it's for the next 20 years

or something like that.

And of course, tech dominance features quite highly once again.

Absolutely.

But it also, like, it takes two to tango because in addition to China's own endeavors to leapfrog or surpass the U.S. in terms of technological development.

There's also another element which is that a lot of the US companies that we sort of associate

with the great heritage of US manufacturing,

whether it's Boeing, GE, or Intel with chips,

all of them seem to be not doing so great.

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