Taiwan's president Lai Ching-te gave his first National Day address last week, vowing he'd stand up to mainland China while maintaining the status quo of peace and stability. The speech elicited a swift response from Beijing, reminding investors of the ongoing geopolitical risks in the region.

David Sacks, Asia Studies Fellow at the Council on Foreign Relations, speaks with John Lee from Bloomberg Intelligence and Katia Dmitrieva from Bloomberg News about key takeaways from the speech and what it means for Taiwan's red hot equity market.