RockCreek's Beschloss on China-Afghan Relations, Fed Tapering

The transcript discusses the geopolitical implications of the Iran-Pakistan-India gas pipeline, focusing on China's potential role in filling the void left by the US. It explores China's economic strategies, particularly in Afghanistan, and the impact of the Jackson Hole meeting on global markets. The conversation also covers the effects of US tapering on emerging markets and inflation concerns, emphasizing the gradual nature of tapering and its implications for global economic stability.

What are the potential implications of the Iran, Pakistan, India gas pipeline on regional geopolitics?

How might China's involvement in the region affect the energy dynamics in Asia?

What challenges might arise from China's potential partnerships with the Taliban?

In what ways could the economic strategies of the Taliban differ from previous regimes?

What are the possible effects of tapering on emerging markets according to the discussion?

How do supply chain issues relate to inflationary pressures as discussed?

What tools does the Federal Reserve have to address inflation if it takes off?