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Geoeconomic Competition

Francesca Ghiretti
China
European Union
Economic Security
Tariffs
Electric Vehicles
United States
Industrial Policy
Ukraine
Russia
Overcapacity
Extraterritoriality
EU Economic Security Strategy
Trump Administration
Geopolitics
Export Controls
AI Diffusion Framework
Globalization
Third Plenary Session
Economic Coercion
Trade Policies

Welcome to "Geoeconomic Competition", a thought-provoking podcast diving deep into the intricacies of geoeconomics. In each episode, Francesca Ghiretti engages with other economic security and geoeconomics experts to navigate the intricate and often hidden manoeuvres of economic security and of global economic power plays. From the growing set of policies to the changes in globalisation, we explor... more

PublishesWeeklyEpisodes52Founded2 years ago
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Artwork for Geoeconomic Competition

Latest Episodes

In this episode of Geoeconomic Competition, Francesca Ghiretti speaks with Sander Tordoir, Chief Economist at the Centre for European Reform, about the EU Industrial Accelerator Act and "Buy European". What are the key elements of the Industrial Acce... more

In this episode of Geoeconomic Competition, Francesca Ghiretti speaks with Dr. Jost Wübbeke is Managing Partner at Sinolytics, about the content of China's 15th Five Year Plan (2026-203). What are the new priorities? Does the plan tackles some of Chi... more

In this episode of Geoeconomic Competition, Francesca Ghiretti speaks with Garima Mohan, Senior Fellow in the Indo-Pacific Program at GMF, about the future of the EU–India agreement and what it reveals about shifting geoeconomic priorities. The conve... more

In this episode of Geoeconomic Competition, Francesca Ghiretti speaks with Cory Combs, Associate Director at Trivium, about the intensifying global competition over critical minerals and the strategic responses taking shape in Washington and beyond. ... more

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Recent Guests

Sander Tordoir
Chief Economist
Centre for European Reform
Episode: "Buy (with) Europe" and the Industrial Accelerator Act with Sander Tordoir
Jost Wübbeke
Managing partner at Sinolytics
Sinolytics
Episode: The 15th Five Year Plan with Jost Wuebbeke
Garima Mohan
Senior Fellow for India at the German Marshall Fund
German Marshall Fund
Episode: What's next for EU-India? with Garima Mohan
Cory Combs
Head of Supply Chain Research at Trivium China
Trivium China
Episode: The Critical Minerals Game with Cory Combs
François Chimits
Head of the European program at Institut Montaigne
Institut Montaigne
Episode: Redefining European Economic Security with François Chimits
Chris Miller
Author of 'Chips War' and professor of international history at the Fletcher School at Tufts University.
Tufts University
Episode: Do we need manufacturing? with Chris Miller
Ágnes Szunomár
Associate Professor at Corvinus University in Budapest
Corvinus University
Episode: Can Chinese investments in European BEV become genuine engines of growth? with Agnes Szunomar
Yanmei Xie
China expert, Senior Visiting Fellow at Merix and Senior Adjunct Researcher at Rand
Merix / Rand
Episode: What will China's anti-involution campaign (not) solve with Yanmei Xie
Lucas Guttenberg
Director of the Europe program at Bertelsmann Stiftung in Berlin
Bertelsmann Stiftung
Episode: What is the Reparation Loan and Why it matters so much with Lucas Guttenberg

Host

Francesca Ghiretti
Host of Geoeconomic Competition

Chart Rankings

Talking Points

Recent interactions between the hosts and their guests.

"Buy (with) Europe" and the Industrial Accelerator Act with Sander Tordoir
Q: Let's start with something very easy. What are the key points of the IAA, and why do we need it?
The IAA addresses supply chain vulnerabilities and the need to boost European demand for low-carbonindustries, while giving Europe a tool to screen foreign investments and reduce dependence on external suppliers; it is a response to China's overcapacity and global distortions, designed to shield European production and ensure strategic sectors remain domestic or closely allied.
The 15th Five Year Plan with Jost Wuebbeke
Q: What are the challenges in implementing the plan?
Implementation hinges on sector and local plans, the ability to translate broad policy into concrete actions, and managing issues like deflation and real estate while maintaining growth quality.
The 15th Five Year Plan with Jost Wuebbeke
Q: What technologies and sectors are prioritized?
Key areas include semiconductors, AI (including embodied AI), new energy, and frontier technologies like quantum, biotech, and fusion, with a push toward edge AI and localized computing to reduce dependence on the West.
The 15th Five Year Plan with Jost Wuebbeke
Q: How does the plan address consumption and domestic demand?
Consumption now has a full chapter with detailed descriptions of measures and policies, signaling a shift toward using domestic demand to drive growth while dual circulation terms recede in prominence.
The 15th Five Year Plan with Jost Wuebbeke
Q: What are the main changes in the 15th Five Year Plan compared to the 14th?
The guest notes a stronger emphasis on geopolitics, resilience, and self-sufficiency, with self-sufficiency tied more to national security, and consumption taking a central role rather than primarily focusing on innovation-led growth.

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Frequently Asked Questions About Geoeconomic Competition

What is Geoeconomic Competition about and what kind of topics does it cover?

This show centers on geoeconomics and how nations leverage trade, policy, and technology to shape international power dynamics. Episodes frequently feature policy experts, researchers, and think-tank voices discussing topics like critical minerals, export controls, currency internationalization, European economic security, and supply-chain resilience. A notable strength is the rigorous, detail-forward analysis of real-world policy instruments and strategic concerns, often tying macro debates to corporate implications for risk, investment, and competitive positioning. The format tends to combine clear explanations of complex concepts with precise, actionable takeaways for listeners considering partnerships, investments, or policy engagement.... more

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1. The Trade Guys
2. The Rachman Review
3. Ones and Tooze
4. The Economics Show
5. Brussels Playbook Podcast

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Geoeconomic Competition launched 2 years ago and published 52 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Geoeconomic Competition?

Recent guests on Geoeconomic Competition include:

1. Sander Tordoir
2. Jost Wübbeke
3. Garima Mohan
4. Cory Combs
5. François Chimits
6. Chris Miller
7. Ágnes Szunomár
8. Yanmei Xie

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