China Decode: China Steps In as Trump’s Ceasefire Unravels

China Decode: China Steps In as Trump’s Ceasefire Unravels

What began as a fragile ceasefire has turned into a U.S.-led blockade of the Strait of Hormuz — and China is moving to capitalize. As tensions between the U.S. and Iran escalate, Beijing is quietly positioning itself as a global power broker — nudging diplomacy while sidestepping responsibility. At the same time, Donald Trump is firing back with tariff threats, linking instability in the Middle East directly to U.S.–China tensions. Alice and James discuss whether or not the Chinese government is providing military aid to Iran, and explore why that’s such a fraught question. Plus — how China is playing both sides, and what it all means for global markets and oil prices. And then, author and China scholar Eyck Freymann joins the show to talk about Taiwan — and the looming military threats that a China-led “reunification” effort would pose. From Beijing’s outreach to Taiwan’s opposition, to the ramifications of a potential conflict on the global semiconductor industry, Alice, James and Eyck explore what the consequences of a direct confrontation over Taiwan could be — and whether, in the threat of a Chinese invasion, the U.S. would have what it takes to deter war. Learn more about your ad choices. Visit podcastchoices.com/adchoices

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Episoder(1149)

China Decode: Apple's China Chip Play, DeepSeek Seeking Billions, and the Californication of Chinese Food

China Decode: Apple's China Chip Play, DeepSeek Seeking Billions, and the Californication of Chinese Food

Alice Han and James Kynge dig into why Apple is lobbying the Trump administration for permission to buy memory chips from a Chinese company on the Pentagon's military blacklist. With DRAM prices up ne...

30 Jun 48min

Is Wall Street Rigging the Game for SpaceX? Plus, What Investment Banking Really Teaches You

Is Wall Street Rigging the Game for SpaceX? Plus, What Investment Banking Really Teaches You

Scott Galloway unpacks whether the S&P and Nasdaq rule changes for mega-cap IPOs mean you're no longer as diversified as you think, gives advice on thriving in a fully remote sales role, and reflects ...

29 Jun 24min

No Mercy / No Malice: World Cup Experience

No Mercy / No Malice: World Cup Experience

As read by George Hahn. https://profgmedia.substack.com/p/world-cup-experience Learn more about your ad choices. Visit podcastchoices.com/adchoices

27 Jun 16min

The Week: Iran, Brexit, SpaceX, and the Business of Sports

The Week: Iran, Brexit, SpaceX, and the Business of Sports

George Hahn connects the dots across the week's biggest stories: whether the Iran ceasefire can hold, what Britain's political turmoil says ten years after Brexit, why SpaceX is already facing a reali...

26 Jun 18min

The Crisis of Adulthood — with John Burn-Murdoch

The Crisis of Adulthood — with John Burn-Murdoch

Scott Galloway speaks with Financial Times columnist and chief data reporter John Burn-Murdoch to unpack the forces reshaping modern life. They discuss why birth rates are collapsing, why fewer young ...

25 Jun 56min

Rebranding the Democratic Party + The College Affordability Crisis

Rebranding the Democratic Party + The College Affordability Crisis

Scott Galloway breaks down Democratic Party branding strategy, why university endowments are hoarding wealth instead of expanding access, and which college degrees are still worth it in the age of AI....

24 Jun 24min

China Decode: Hong Kong's AI Crackdown, Lululemon’s Marketing Backlash, and World Cup Fever

China Decode: Hong Kong's AI Crackdown, Lululemon’s Marketing Backlash, and World Cup Fever

Alice Han and James Kynge dive into why JPMorgan has cut its Hong Kong employees off from Anthropic's Claude. That comes after Goldman Sachs quietly restricted AI access for their employees in the cit...

23 Jun 39min

Trump Accounts, the Collapse of Local News, and Conversations with Your Parents

Trump Accounts, the Collapse of Local News, and Conversations with Your Parents

Scott Galloway responds to a listener who argues that Trump Accounts are just another giveaway to the wealthy. Scott breaks down why he supports the idea, why he thinks America transfers too much weal...

22 Jun 20min

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