The Real Risk from Taiwan

The Real Risk from Taiwan

From Global Macro Update by Mauldin Economics

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.

People in this episode

Host: Ed

Guests: Lyric Hughes Hale, Eric Huang

Topics covered

  • Taiwan
  • global markets
  • insurance companies
  • risk assessment
  • economic vulnerability

Keywords

  • Taiwan
  • insurance companies
  • global markets
  • economic risk
  • Lyric Hughes Hale
  • Eric Huang

Mentioned in this episode

Organizations: EconVue

Places: Taiwan

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