The Real Risk from Taiwan

The Real Risk from Taiwan

January 9, 2026 · 47 min

About this episode

The episode discusses the potential market vulnerabilities related to Taiwanese insurance companies amidst geopolitical tensions.

"Even before a single missile or shot at Taiwan, the market will already react." Ed sits down with Lyric Hughes Hale, editor-in-chief of EconVue, and Taiwan-based analyst Eric Huang to discuss a hidden vulnerability in global markets: Taiwanese insurance companies.

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