4.8 • 670 Ratings
🗓️ 14 December 2022
⏱️ 56 minutes
🧾️ Download transcript
Today, Chris Miller, Author and Associate Professor of International History, joins us for a fascinating conversation on microchip technology and its impact on modern day society, based on his book “Chip War: The Fight for the World’s Most Critical Technology” - which just received the Financial Times Best Business Book of 2022 Award. We discuss why semiconductor chips are so important today and the complex manufactoring process behind them, the history and role of the very few companies that dominate the industry, the problems that the monopolistic situation causes but also the opportunities that it has created for technology. We also discuss the concerns that the technology has created in terms of espionage and digital warfare, why a deep integration between telecom systems might be a solution to the potential conflicts that the technology can cause, what might be able to disrupt the industry and much more.
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Episode TimeStamps:
00:00 - Intro
03:37 - Introduction to Chris and his work
06:17 - About his research process
09:50 - Why are semiconductor chips so...
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0:00.0 | What you find is that at points of geopolitical crisis or tension, |
0:11.0 | it's basically universally been the case that whichever countries control the telecom infrastructure will use it for their purposes. |
0:20.0 | There's basically been a guarantee in the past that telecom's infrastructure plus advanced |
0:25.6 | computing power will be used by great powers for espionage and for military purposes when it is |
0:32.8 | possible to do so. |
0:35.9 | Imagine spending an hour with the world's greatest traders. |
0:39.8 | Imagine learning from their experiences, their successes, their successes, and their failures. |
0:44.2 | Imagine no more. |
0:46.1 | Welcome to Top Traders Unplugged, the place where you can learn from the best hedge fund |
0:51.0 | managers in the world so you can take your manager, due diligence, |
0:54.5 | or investment career to the next level. Before we begin today's conversation, remember to keep |
0:59.6 | two things in mind. All the discussion we'll have about investment performance is about the past, |
1:04.7 | and past performance does not guarantee or even infer anything about future performance. Also understand |
1:10.4 | that there's a significant risk of financial loss with all investment strategies, |
1:13.9 | and you need to request and understand the specific risks from the investment manager about their product |
1:19.4 | before you make investment decisions. |
1:21.8 | Here's your host, veteran hedge fund manager, Niels Kostrup Larson. |
1:36.8 | For me, the best part of my podcasting journey has been the opportunity to speak to a huge range of extraordinary people from all around the world. In this series, I have invited one |
1:42.0 | of them, namely Kevin Koldine, to host a series of in-depth conversations |
1:45.8 | to help uncover and explain new ideas to make you a better investor. |
1:51.1 | In the series, Kevin will be speaking to authors of new books and research papers |
1:55.2 | to better understand the global economy and the dynamics that shape it |
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