Episode
China's Calculated Play: How Beijing Is Turning the Iran War into an Economic Advantage
- Podcast
- InvestTalk
- Published
- May 2, 2026
- Duration seconds
- 2625
- Processing state
not_requested- Canonical source
- http://investtalk.com
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Summary
While Western nations grapple with the fallout from the Iran conflict, China's clean tech exporters are cashing in, and its industrial profits are still growing — all while Beijing quietly expands its economic pressure toolkit under cover of a trade truce with Trump. We unpack China's strategic positioning and what it means for global trade and US investors. Today's Stocks & Topics: PIMCO Dynamic Income Fund (PDI), Market Wrap, Welltower Inc. (WELL), China's Calculated Play: How Beijing Is Turning the Iran War into an Economic Advantage, WEC Energy Group, Inc. (WEC), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Chevron Corporation (CVX), Oil Mayors, KPP Newsletter, Kimbell Royalty Partners, LP (KRP), Intel Corporation (INTC). Our Sponsors: * Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com * Check out Chilipad and use my code sleep.me/INVEST for a great deal: https://sleep.me * Check out Plaud AI and use my code INVEST for a great deal: https://plaud.ai * Check out Progressive: https://www.progressive.com * Check out Quince and use my code quince.com/invest for a great deal: https://www.quince.com * Check out Scribe and use my code scribe.how/invest for a great deal: https://scribe.com * Check out TaskRabbit and use my code INVEST for a great deal: https://taskrabbit.com * Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.com Advertising Inquiries: https://redcircle.com/brands