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The smartphone in your hand is assembled from a universe of rare elements, sophisticated circuits and software—mostly in China. But it's not who puts it together, it's who makes the smartphone "smart" that will drive the future of the global economy. Find out why that matters to all of us.
On this episode, our hosts Candace Browning, Brett Hodess, Chris Hyzy and Helen Qiao unpack the complex technology needed to make a smartphone, including the semiconductors and software—made in large part by American companies—that power it. Through this lens, they explore the larger race for technological leadership between the U.S. and China, including issues around intellectual property and national security. They also look at the effect of this high-tech competition on economic growth in both countries, the potential drawbacks, and how it could ultimately benefit everything from manufacturing and 3-D printing, to defense and the health care sector—creating potential investment opportunities in its wake.
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Host: Chief Investment Officer |
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Host: Head of |
Host: Head of |
Host: Chief Investment Officer |
Host: Chief Economist for |
Host: Head of |
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