American Empire: Supply chains, rising debt and AI

Charlie Parker and Eleanor Williams examine US vulnerabilities in global supply chains, in particular their dependence on Chinese rare earth and drug components. The hosts discuss the short-term risks and policy responses underway to reduce that exposure and where this may lead.

This episode also discusses America’s rising debt burden, models of sustainability, and how AI-driven productivity and lower interest rates could reshape growth and lower fiscal risks. 

Charlie Parker argues that the US faces real but manageable risks, with AI as the key wildcard determining economic and geopolitical outcomes.

This is the second episode in our series on the American Empire, it was recorded on 24 February 2026. Please note that circumstances may have changed since recording. The content reflects our understanding at the time of recording.

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