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How Taiwan Is Reshaping Global Trade Finance
Lucas and Luna examine how Taiwan has become a critical hub for trade finance amid rising geopolitical tensions. They discuss the island's role in the US-China tech war, the surge in semiconductor supply chain financing, and why the Taiwan dollar is strengthening despite export headwinds. The conversation also covers the impact of recent oil price spikes on shipping costs and the Fed's inflation fight. With the Taiwan ETF up 12% in five days, the hosts explore what this tells us about the realignment of global trade flows.
#Taiwan #TradeFinance #Semiconductors #Geopolitics #TSMC…
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