In this discussion with Mining Journal Select, I discuss East Asia, the United States, China, and the shifting balance of economic and geopolitical power.

The conversation examines why East Asia has shown greater discipline, competence, and long-term orientation than much of the West, and why China’s rise must be understood in terms of incentives, culture, state capacity, trade, and industrial development rather than simplistic ideological narratives.

Watch the full discussion below:

Key Takeaways

• Why East Asia’s rise reflects discipline, competence, and long-term thinking
• How China’s development should be understood beyond Western political slogans
• Why the United States faces deeper institutional and cultural challenges
• What the contrast between East Asia and the USA reveals about incentives and social order
• Why investors must understand culture, geopolitics, and state capacity when thinking about markets