Check out Odoo today - https://www.odoo.com/r/g2WShaun Rein, Founder and Managing Director of China Market Research Group, argues that China has the upper hand in the US-China trade war because America depends heavily on Chinese rare earth minerals and cannot easily replace them.Watch Shaun's last interview with David: https://www.youtube.com/watch?v=uxYnMsdjpyY*This video was recorded on October 20, 2025.Subscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW SHAUN REIN: China Market Research Group: http://www.cmrconsulting.com.cn/ X (@shaunrein): https://x.com/shaunrein "The Split: Finding the Opportunities in China's Economy in the New World Order": https://www.amazon.com/Split-Finding-Opportunities-Chinas-Economy/dp/139981639X FOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/For business inquiries, reach me at
[email protected]*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.0:00 - Intro.2:04 - Scott Bessent CNBC interview: “China vs. the world”6:54 - De-escalation and the battle for rare earth minerals11:45 - Refining timeline and the “nuclear option”15:06 - Decoupling and risks19:46 - What happens November 1st?24:33 - Are tariffs working?28:26 - Trump-Australia critical minerals deal and tech supremacy34:09 - Taiwan36:17 - Evaluating US and China economic performance40:30 - China’s upcoming 5-year plan43:54 - Why not a BYD deal like Toyota?45:44 - Future of Chinese immigration to the West#china #economy #tariffs
