Betting on America: Winning the Global Tech Race

Center for Strategic and International Studies

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Betting on America: Winning the Global Tech Race

Latest episode

24 episodes

New Pathways to Prosperity ft. Paul Ryan, fmr Speaker of the U.S. House of Reps
07/01/2026 | 53 mins.
Paul Ryan, former Speaker of the U.S. House of Representatives, joins Navin Girishankar on Betting on America for a wide-ranging conversation on the big forces shaping politics and policy—competing populisms, U.S. trade policy and its discontents, out-of-control fiscal deficits, the future of the U.S. dollar, and the tech race with China. Speaker Ryan shares his thoughts not only on the challenges but also on potential solutions to set the United States on a forward path to shared prosperity.
American Leadership in the World Featuring Governor David Beasley
17/12/2025 | 34 mins.
David Beasley, former South Carolina governor and former executive director of the World Food Programme, joins Navin Girishankar on Betting on America to share lessons on U.S. global leadership for a new era of economic security. They discuss his experience leading the WFP and negotiating in conflict zones, along with his views on the role of the U.S. private sector in the Global South, addressing domestic inequality, and competing with China on values.
Federal Statistics for Economic Security featuring U.S. Chief Statistician Mark Calabria
10/12/2025 | 36 mins.
Join us for a special episode of Betting on America from a recent live CSIS event featuring Dr. Mark Calabria, Chief Statistician of the United States, alongside leading experts from government, industry, and the research community. The discussion examines what it will take to build a modern statistical system—one that is accurate, credible, and capable of supporting America’s economic security in a more competitive and fast-moving world.

Watch the full event here.
Investing in American Dynamism featuring David Ulevitch, General Partner at Andreessen Horowitz
03/12/2025 | 44 mins.
David Ulevitch, General Partner at Andreessen Horowitz, joins Navin Girishankar on Betting on America to discuss the American Dynamism Fund and the growing trend of national interest investing. They discuss how these venture investors are looking for returns in sectors that will drive U.S. competitiveness and national security. Ulevitch shares his views on the U.S.-China technology competition and the feasibility of a sovereign wealth fund.
The Security of Everything featuring Henry McVey, Partner and CIO of KKR’s Balance Sheet
19/11/2025 | 42 mins.
Henry McVey, Partner, Head of Global Macro & Asset Allocation, and Chief Investment Officer of KKR’s Balance Sheet, KKR, and CSIS Board Member, joins Navin Girishankar on Betting on America to explore the role of resilience driving policy and markets, what he calls “the security of everything.” They also discuss the evolving role of the state, the impact of AI on productivity, and stablecoins.
See more research from Henry McVey and KKR here:

All macro content: https://www.kkr.com/insights#categoryTagId=insights-categories:macro-insights

Thoughts from the Road Europe: https://www.kkr.com/insights/2025-europe-thoughts-from-the-road

Midyear Outlook: https://www.kkr.com/insights/mid-year-update-2025

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About Betting on America: Winning the Global Tech Race

Betting on America: Winning the Global Tech Race explores how new and emerging partnerships between government and business are shaping the future of U.S. industrialization and the country’s prospects for winning the global tech race. Betting on America will dive into strategies and investments that government and business are pursuing together – sharing risks and generating returns – as they bet on the innovation, commercialization, and scaling of critical and emerging technologies across the country. These include climate technologies, advanced manufacturing, semiconductors, artificial intelligence, quantum, bio technologies, and more. The podcast will feature in-depth discussions with policymakers, experts, and industry leaders on the most complex policy questions of the day. Hosted by Navin Girishankar, President, CSIS Economic Security & Technology Department.

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