NP - Insights on supply chains, a YT recommendation

[matthew cissell]

Hello all,

Normally, if I recommend something, it is a book. However, of late I have
been greatly enjoying a channel on Youtube called "Inside China Business".
Data driven (with sources provided) and non-political in its delivery.
Every video I have seen has been thought provoking to some degree or
another. Themes covered include: semiconductor production, EV sales
prompting early peak oil demand, and US universities losing Chinese
students because there is no longer a hiring advantage if you are haigui
and the best comp.sci. and physics universities are in China now. The
fellow who presents, Kevin Walmsley, is a US Army vet that has been living
and working in China for more than a decade. He has said that the 20th C.
was the AMerican Century but that the 21st Cent. looks like it will belong
to China. It's a convincing argument. One of the big questions then is how
the decline and evanescence of the US Empire will play out.

Take care, folks.
mc otis