China Decode: How an AI Price War Could Spark a Market Correction

In this episode of China Decode, hosts Alice Han and James Kynge unpack how the global auto industry is facing a new chip crisis. Dutch chipmaker Nexperia has halted shipments to China after a payment and ownership dispute, forcing carmakers like Honda and Volkswagen to scramble for crucial semiconductor parts. They explain how a fight over factory control became the latest flashpoint in the U.S.–China tech rivalry — and why Europe is caught in the middle. Then, they turn to China’s most pressure-packed test: the Gaokao. With more than 10 million students vying for spots at top universities, the exam has long promised meritocracy but increasingly reflects inequality. Alice and James explore how this high-stakes system shapes opportunity, status, and ambition in modern China — and why reform remains so elusive. Finally, Trump and Xi agree to a one-year trade truce, pledging to ease tariffs, restart soybean purchases, and cool tensions over rare earths and fentanyl. But can either side really trust the other to follow through? The hosts break down what’s at stake — and whether this pause is a real breakthrough or just a political timeout. Learn more about your ad choices. Visit podcastchoices.com/adchoices

4 Marras 43min

Scott Galloway answers listener questions on the wave of subscription price hikes and why recurring revenue gives companies pricing power. He then lays out a simple playbook for making the most of a gap year before law school, and weighs the ethics and practicality of retiring early when layoffs loom. Want to be featured in a future episode? Send a voice recording to officehours@profgmedia.com, or drop your question in the r/ScottGalloway subreddit. Learn more about your ad choices. Visit podcastchoices.com/adchoices

3 Marras 16min

Ed speaks with Matan Grinberg, co-founder and CEO of Factory, an AI company focused on bringing autonomy to software engineering. They discuss the long-term future of AI, the role of regulation, and whether or not he’s concerned about an AI bubble. Learn more about your ad choices. Visit podcastchoices.com/adchoices

2 Marras 58min

As read by George Hahn. https://www.profgalloway.com/big-tech-stock-pick-of-2026-amazon/ Learn more about your ad choices. Visit podcastchoices.com/adchoices

1 Marras 16min

Scott Galloway answers listener questions on AI’s growing strain on the U.S. power grid, why we may have reached peak social media, and how economic boycotts can serve as a check on political power. Want to be featured in a future episode? Send a voice recording to officehours@profgmedia.com, or drop your question in the r/ScottGalloway subreddit. Learn more about your ad choices. Visit podcastchoices.com/adchoices

31 Loka 21min

Scott Galloway speaks with Kyla Scanlon, an economic commentator, educator, and author of In This Economy? How Money and Markets Really Work. Kyla explains how gambling culture has seeped into markets and everyday investing, why America has effectively become a giant bet on AI, and what the rise of “risk-aggressive” leadership means for the next generation. They also explore the widening gap between Wall Street and the real economy, the dangers of over-concentration in Big Tech, and how social media and polarization are reshaping economic behavior. Follow Kyla, @kylascan.Algebra of Happiness: are you unafraid? Learn more about your ad choices. Visit podcastchoices.com/adchoices

30 Loka 1h 3min

With just a week until Election Day, Scott and Jessica break down the races shaping the final stretch — from Andrew Cuomo’s last-minute unlikely comeback bid in New York City to Abigail Spanberger and Mikie Sherrill testing whether moderation still wins in purple America. Plus, California’s Prop 50 could shift the balance of power in Congress. Then: why every ambitious politician suddenly has a podcast, and why Kamala Harris hints she might not be done with presidential politics just yet. Follow Jessica Tarlov, @JessicaTarlov.  Follow Prof G, @profgalloway. Follow Raging Moderates, @RagingModeratesPod. Subscribe to our YouTube Channel: https://www.youtube.com/@RagingModerates Learn more about your ad choices. Visit podcastchoices.com/adchoices

29 Loka 55min

In this episode of China Decode, hosts Alice Han and James Kynge dive into Trump’s trip across Asia — and what it means as Xi Jinping tightens his grip at home. Are the U.S. and China inching toward a truce, or gearing up for another long standoff? Then, they decode China’s crypto paradox — a country that bans trading on the mainland but cheers on Hong Kong’s Web3 boom. And finally, Italy takes aim at Shein and Temu with new levies, but can it really rein in China’s fast-fashion giants without alienating its own shoppers? Learn more about your ad choices. Visit podcastchoices.com/adchoices

28 Loka 42min