Are China & The USA Working Together To Carve Up The Globe? | Peter Alexander

Video Description

TIME IS RUNNING OUT! REGISTER FOR THOUGHTFUL MONEY'S SPRING ONLINE CONFERENCE at https://www.thoughtfulmoney.com/conference Right now the world's attention is focused on Iran, which is under siege by the US and Israel. But many in America think the real threat to America -- economically and geostrategically -- is a different country, perhaps one the war in Iran is designed to weaken = China. Many viewers of this channel have been asking for a deep dive on China -- its capabilities, its motivations and its likely future actions. Well today we're delivering on that. I have the good fortune to welcome to the program Peter Alexander, Founder & CEO of Z-Ben Advisors, a leading provider of market intelligence and strategic advice on every facet of China’s asset management industry. Follow Peter at https://plalexander.substack.com/ Or at https://z-ben.com/ #china #geopolitics #monroedoctrine 0:00 – Peter's background 2:50 – Peter asks: Have you interviewed anyone actually based in China? 4:15 – Kickoff question: Current assessment of China's economy 5:21 – Why China discussions are so emotive 6:35 – China's ongoing transition since 2017 7:37 – Warnings against betting on collapse 9:16 – Stress in the system 11:49 – China's big advantages 14:41 – Evolution up the value chain 16:37 – Recent sentiment shift 18:07 – Infrastructure edge 20:33 – Why China builds so fast/efficiently 23:22 – Few Americans have visited since 2019 26:04 – Long-term planning advantage: Pragmatic 5-year plans + understanding U.S. political cycles 28:59 – China's self-correction ability 34:12 – Trump admin's recognition of China threat is good, but containment remedy is flawed 35:48 – Real U.S. fix: Onshore critical chains, boost power/manufacturing 39:29 – Historical parallel: Not Cold War 2.0, but pre-WWI UK vs. Germany 41:03 – U.S. potential to reverse course 43:29 – Xi's internal Party dynamics 46:28 – Succession: Party-first; consistency likely even if Xi gone 49:51 – China's aspiration: Regional hegemony in East/South China Seas; accepting U.S. Western Hemisphere dominance 50:50 – Negotiating a potential "Fourth Communiqué" to divide spheres of influence 52:16 – No Chinese military intent on Taiwan 54:03 – U.S. interest in Taiwan: Containment 1:01:25 – China's dollar strategy 1:05:49 – Key moves: Belt & Road diversification, Shanghai Gold Exchange, Golden Road vaults, RMB/gold-settled trade 1:10:02 – Rapid growth in RMB-settled trade 1:19:35 – Investment themes 1:28:59 – Parting advice _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter. We produce educational content geared for the individual investor. It’s important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such. We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer’s unique goals, needs & risk tolerance. IMPORTANT NOTE: There are risks associated with investing in securities. Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods. A security’s or a firm’s past investment performance is not a guarantee or predictor of future investment performance. Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC. Copyright © 2026 Thoughtful Money LLC. All rights reserved.