STRAT | Strategic Business Implications of the War In Israel
Hosts Mark Mansfield and Hal Kempfer discuss a conflict that could potentially upend global supply chains and spur enormous prices shocks here at home. Beyond the enormous human tragedy of October 7th and now the grueling military campaign in Gaza, lies how this conflict can affect the War in Ukraine and the hegemonic “ascendancy” of China. Could China see this as an opportunity for military action in the South China Sea threatening the critical supply of Taiwan chip manufacturing and pulling the US into an enormous war in the West Pacific?! Will this drive more focus on Fortress North…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.