Lars Tvede - Trade war China vs US and the rare earth materials

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China’s rare-earth power play could determine who wins the global AI race.

In this episode of The Mindblowers Podcast, futurist Daniel Kafer talks with bestselling author Lars Tvede—just back from China—about the country’s new strategy to dominate AI, robotics, and critical technology supply chains.

What You’ll Learn

• How China’s rare-earth monopoly fuels AI and robotics dominance
• The hidden economics of semiconductors, tariffs, and critical minerals
• Why global supply chains are becoming the new weapons of AI competition
• How the U.S., Japan, and Europe are countering China’s AI strategy
• What this means for investors, innovators, and policy shapers in a post-labor world


00:00 – Welcome to The Mindblowers Podcast and Lars Tvede
00:05 – Why China Controls Rare Earths material
00:20 – Do China want a trade war?
00:45 -  The US tarif strategy
01:10 – China is the most difficult trade partner
01:50 – The surprice attack from China
03:10 – The most realistic trade agreement with China
04:10 – China should be careful not to take on the whole world
05:00 – Rare Earths: The Hidden Weapon of AI
06:50 – China sit on 90% refining of rare earth materials
09:30 – Where rear earth materials are used
09:00 – AI, Automation, and Geopolitics Collide
10:30 – Chinese plan to criple US AGI development?
12:00 – China plays the long game
13:50 – The impact of a potential trade war
19:30 – Women are Chinas secret weapon
23:45 – China’s aging population
24:40 – A small population could be an advantage
26:00 – Will Xi and Trump meet in October?
26:15 – Chinese stock market could rally
33:00 – USA I breaking up BRICS+
34:00 – China and India relationship
41:00 – 3 phases of rare earth materials
44:00 – Should you invest in Rare Earth?
46:00 – Is AGI still on track?
46:55 – China er super bullish on AI
49:30 – Can we redefine AI?
58:15 – Humans can do things AI can’t