Chinese

4 statements across 3 episodes · 0 bullish · 3 bearish · 3 people on the record · first statement Mar 27, 2023 by Adam Rodman · across every show →

Everything said about Chinese, oldest first

Mar 27, 2023 neutral

Assertion Supported

Rodman: Chinese nuclear reactors are built on Westinghouse designs

“In certain cases, the Chinese who are building scalable, inexpensive reactors built on the Westinghouse design”

Adam Rodman Mar 27, 2023 ▶ 37:33 Adam Rodman – The Case for Nuclear (Climate Solutions EP.4, Capital Allocators EP.304)

Dec 8, 2025 negative

Prediction Not checkable as stated

McGurk: Nuclear risk will rise as arms control erodes and China expands

“There's increasing nuclear risk. We're entering a world of all the guardrails of arms control are eroding. If you project ahead, 1015 years, particularly as the Chinese built up their arsenal.”

Brett McGurk Dec 8, 2025 ▶ 33:54 Josh Wolfe & Brett McGurk – Venture, Geopolitics, and the Next Frontier (EP.476)

Jun 8, 2026 bearish

Insight

Jain: If Chinese firms compete in an industry, they will overproduce

“One of the big lessons investing is if Chinese are a competitor, be very careful because they will overproduce and kill you.”

Rajiv Jain Jun 8, 2026 ▶ 25:39 Contrarian Quality at GQG Partners – Rajiv Jain (EP.505)

Jun 8, 2026 bearish

Opinion

Jain: Semiconductor barriers to entry are declining as China ramps capacity

“Semiconductor industry, the barriers to entry are getting lower, not higher. Chinese are coming in a very aggressive way, including into semi-cap site, equipment site, memory site, the ramping up capacity. That's a far lower barrier to entry business than what…”

Rajiv Jain Jun 8, 2026 ▶ 25:23 Contrarian Quality at GQG Partners – Rajiv Jain (EP.505)

Chinese

Everything said about Chinese, oldest first

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