China Decode

Is China Quietly Taking Control of the Iran Conflict? | China Decode

It allows China yet again to claim the diplomatic high ground from the US presenting itself as a peacemaker while leaving people to draw their own conclusions that the US is a wararmonger.

China Decode

China Walks a DANGEROUS Line as Iran War Escalates | China Decode

China is still a highly transactional power. It doesn't have allies with the exception of one and that is North Korea. It has a formal treaty with North Korea signed in 1961. But aside from that, China has no treaty obligation to go in and protect and defend any other country were that country to be attacked.

Throughline

How Saudi Arabia shaped Silicon Valley | Throughline

Billions of Saudi dollars were already reshaping the US economy. And now many of those tech companies are vulnerable as Iran targets their infrastructure in Saudi Arabia and other Gulf countries in the ongoing war.

Prof G Markets

Is the Oil Crisis About to Break Global Supply Chains? | Prof G Markets

Energy is upstream of everything and more importantly food the the fertilizer production coming out of that region. Um and it's planting season so it's a very bad timing for the world's agricultural supply chains.

China Decode

Apple Doubles Down on China as Trump Blinks | China Decode

China has captured America's most famous company. It's an extraordinary realization that Apple is worth about 3.7 trillion US dollars on the stock market, but it isn't really the company's shareholders that actually call the shots, at least not in China. In China, it's the Chinese government that calls the shots.

Fresh Air

Will President Trump act on his threat to take Cuba?

anybody who knows the Cubans and Cuban history, this, you know, this island nation just off our shores knows that it has, to an unusual degree, a profound nationalist sentiment when it comes to its own sovereignty, its independence, and especially vis-a-vis the United States.

The Prof G Pod – Scott Galloway

$1T Moved on Iran “Talks” — Did They Even Happen? | Prof G Markets

It's the most extraordinary thing that the most critical issue facing American financial markets is whether to believe the American president or the Iranian leaders about what the Americans are doing.

The Business of Tech

Too small is a tech myth – Mehran Gul on NZ’s real advantage

if one or two places can change their relative importance in technology within such a short time span, you know, five to seven years, and it's not just China, you know Canada, for instance, the outsize role that it has played in AI research. You know, much of the AI boom that we see today comes from just a couple of major advancements in AI that happened, for instance, alexnet, which was this seismic event in neural networks.

TBPN

Nvidia Restarts China Sales, Vibe Coding Backlash, Peptide Craze | Diet TBPN

If China can't access TSMC chips anyway, it's a lot less risky to go to war. And that was always the risk with hardcore chip bans.

TBPN

The Case FOR Letting China Buy NVIDIA Chips

By banning the export of chips to China, the cost to China of a Taiwan invasion decreases. And so if China can't access TSMC chips anyway, it's a lot less risky to go to war.

TBPN

Nvidia Restarts China Sales, Vibe Coding Backlash, Peptide Craze | Diet TBPN

The more the economies are interlinked, the less likely there is a conflict. So all of this underscores the importance of TSMC Arizona Samsung Intel broadly as well as startup fab projects.

The Business of Tech

Too small is a tech myth – Mehran Gul on NZ’s real advantage

if one or two places can change their relative importance in technology within such a short time span, you know, five to seven years, and it's not just China, you know Canada, for instance, the outsize role that it has played in AI research.

China Decode

Will China Decide the Future of the Persian Gulf? | China Decode

The Chinese are playing a long game in the Middle East, but also a long game around the world. So the China of today is far deeper in the Middle East, including the Gulf, including Iran, including Iraq. When Western companies are not so forthcoming to build things, the Chinese are always there to build things.

Invest Like the Best with Patrick O'Shaughnessy

Shyam Sankar - Celebrating Heretics - [Invest Like the Best, EP.462]

the United States must reindustrialize after decades of moving production overseas

Prof G Conversations

Peter Zeihan: The War With Iran Could Reshape the Global Economy | Prof G Conversations

There's already enough damage to cause a global energy-induced recession, even if this stops right now.

Throughline

3 key moments that led to the U.S.-Iran war

In a course of months, Iran went from one of America's best allies to one of America's worst adversaries.

The Prof G Pod – Scott Galloway

The Iran War’s Oil Shock: How Bad Could It Get? | Prof G Markets

if this war is extended if it if if we see um no offramp for for for the US and Israel and it has to continue and therefore that choke point stays closed. At some point we're going to see you're going to see a supply crunch and that's what that that's really the the major fear.

China Decode

Iran War EXPLODES Oil Prices — How Will the War Inflation Impact China?

there are about 20 million barrels of oil that transit the straits of Hormuz every day. That's almost three times as much as Russia exports. So, you know, this is a problem three times as great as the problem that created the panic on global oil markets at the start of the Ukraine war.

TBPN

FULL INTERVIEW: Alex Epstein on The Oil Market’s Biggest Geopolitical Threat

roughly 20% of the world's oil production is flowing through that every day and so whether you're looking backward or looking forward there is no replacement whatsoever for opening that strait and keeping it open.

NPR Podcasts

Why Iranian perspectives often get flattened and caricatured

Iran has 90 million people of different ethnicities and faiths and very different ideas about their country.

The Prof G Pod – Scott Galloway

The $2 Trillion Risk Investors Can’t See | Prof G Markets

I think people are probably just beginning to realize that this is not going to be a two-day affair. It should be a two-day affair because if if Iran was run by a normal government that had the interests of its own people at heart, they'd have surrendered 24 hours ago or 48 hours ago because there's there's no way that they can win.

Pivot with Kara Swisher and Scott Galloway

Kristi Noem Fired — Her New Role Sounds Like a “Bad Marvel Movie” | Pivot

We used to be the cop or the protection when we hear a knock at the door. Now we are the knock at the door.

The Prof G Pod – Scott Galloway

China’s space race

China wants to plant a flag on the moon when it puts a person onto the South Pole. This is a big part of the China Luna missions and I think it's going to be fascinating to watch.

Freakonomics Radio

The Most Powerful People You’ve Never Heard Of (Update)

Just beneath the surface of the global economy, there is a hidden layer of dealmakers for whom war, chaos, and sanctions can be a great business opportunity.

EconTalk

The Man Who Would Be King of Saudi Arabia (with Karen Elliott House)

Crown Prince Mohammed bin Salman has been dragging Saudi Arabia into the modern world over the last decade.