# [TOP STORY] How US-China rivalry, Taiwan and rare earths shape global investment risks

Page: https://stenobird.com/podcast/moneywebnow-1014615/top-story-how-us-china-rivalry-taiwan-and-rare-earths-shape-global-investment-risks
Text version: https://stenobird.com/podcast/moneywebnow-1014615/top-story-how-us-china-rivalry-taiwan-and-rare-earths-shape-global-investment-risks.md
Podcast: [MoneywebNOW](https://stenobird.com/podcast/moneywebnow-1014615)
Published: 2026-06-24T06:54:00+00:00
Episode link: https://iono.fm/e/1688956
Audio file: https://dl.iono.fm/epi/prov_216/epi_1688956_medium.m4a?p=rss
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Duration seconds: 350

## Resource

'I think we go into an environment where a lot of your traditional safe-haven assets aren't really showing up as providing their protection anymore' – OMIG portfolio manager Jason Swartz.

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## Transcript

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