Uploaded June 2025 | Updated September 2026, 2 days ago

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Geoff and Emily debrief on the latest news in the U.S.-China trade talks. Becca Wasser, senior fellow and deputy director of the CNAS defense program, joins to talk about what Trump’s tariffs mean for the defense industrial base.

Shownotes:

Becca Wasser and Phil Sheers, “From Production Lines to Front Lines,” CNAS

cnas.org/publications/reports/from-production-lines-to-front-lines

Keith Bradsher, “China’s Chokehold on This Obscure Mineral Threatens the West’s Militaries,” The New York Times

nytimes.com/2025/06/09/business/china-rare-earth-samarium-fighter-jets.html

Peter Foster, Demetri Sevastopulo, and Joe Leahy, “US and China agree to framework deal to restore trade war truce,” Financial Times

ft.com/content/f5a904c2-1ba7-47b4-a506-b9db7e899704

Arthur L. Herman, Freedom’s Forge (Amazon link)

amazon.com/Freedoms-Forge-American-Business-Produced/dp/0812982045

Jenny Leonard and Mackenzie Hawkins, "US Makes Export Controls Negotiable as Part of China Trade Talks", Bloomberg

bloomberg.com/news/articles/2025-06-11/us-makes-export-controls-negotiable-as-part-of-china-trade-talks

CNAS Annual Conference

https://conference.cnas.org.

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