Chapter
The Risk Distribution of Chinese Companies in the US
36:29 - 41:24 (04:54)
The distribution of risk of Chinese companies in the US is closer to Russia than the US, where the US government can regulate the companies with acts such as the McGins Ginski act. Nevertheless, a forced sale of the shares of Chinese companies operating in the US through acts like Ginski is unlikely to occur due to the distributed shareholder base.
Clips
The recent geopolitical tensions between the U.S. and China are causing a shift in risk allocation for Western investors, as the fear of further decoupling grows stronger, resulting in firms questioning their future investments in China.
36:29 - 38:32 (02:03)
Summary
The recent geopolitical tensions between the U.S. and China are causing a shift in risk allocation for Western investors, as the fear of further decoupling grows stronger, resulting in firms questioning their future investments in China.
ChapterThe Risk Distribution of Chinese Companies in the US
EpisodeE42: China's tech crackdown, CRISPR breakthrough, practical climate change solutions & more
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
This podcast discusses the potential ramifications of Chinese companies being forced to sell their shares and the concerns around data privacy in regards to companies like ByteDance and TikTok.
38:32 - 41:24 (02:51)
Summary
This podcast discusses the potential ramifications of Chinese companies being forced to sell their shares and the concerns around data privacy in regards to companies like ByteDance and TikTok. The speaker suggests that Chinese companies operating in the US need to have a completely American cap table to address these issues.