Who has the upper hand when Apple’s CEO walks into a room with the President of the People’s Republic of China?
Peter Zeihan is a geopolitical strategist and the author of “The End of the World is Just the Beginning: Mapping the Collapse of Globalization.” Bill Mann caught up with Zeihan to discuss:
- Why Apple is diversifying production away from China - ... Show More
Yesterday
Is the AI Bubble About to Burst? Plus, Apple Bets on Doorbells
Travis Hoium, Lou Whiteman, and Jon Quast debate whether the AI boom is becoming a bubble and what could eventually cause it to burst. They also look at how investors can position portfolios when AI valuations look stretched and massive spending continues. Then, the team breaks d ... Show More
19m 25s
Oct 6
Paramount + Warner Bros.: The $110 Billion Bet That Could Reshape Streaming
Paramount and Warner Bros. Discovery have officially joined forces in a $110 billion deal, creating a streaming heavyweight with more than 200 million subscribers—and $80 billion in debt. Travis Hoium, Lou Whiteman, and Matt Frankel break down whether the combined company can com ... Show More
19m 29s
Jun 2025
China’s Collapse, America’s Rise, and What Comes Next — with Peter Zeihan
Peter Zeihan, a geopolitical strategist and founder of Zeihan on Geopolitics, joins Scott to discuss why he’s bearish on China, bullish on U.S. demographics, and skeptical of AI. Follow Peter @ZeihanonGeopolitics. Algebra of Happiness: good friends, hard truths. Help us plan for ... Show More
56m 47s
May 2025
How China Captured Apple — with Patrick McGee
Patrick McGee, an award-winning journalist who spent years covering Apple for the Financial Times, joins Scott to discuss his new book, Apple in China: The Capture of the World's Greatest Company. They get into Apple’s entanglement with China, the geopolitical risks tied to its s ... Show More
1h 2m
Feb 2024
Peter Zeihan Takes Big Swings
Description: Today’s guest is geopolitical strategist and New York Times bestselling author Peter Zeihan. Peter’s work focuses on global politics, demographics, and geography to better understand economic, cultural, political, and military developments to predict future trends. H ... Show More
1 h
May 2025
Patrick McGee on the Apple-China Toxic Nexus and Where India Stands
From Steve Jobs’s design obsession to Cold War-like entanglements in China, Apple’s supply chain story is as much geopolitical as it is operational. In this episode of The Morning Brief, hosts Anirban Chowdhury and Dia Rekhi speak with Financial Times’ lead Apple reporter, journa ... Show More
40m 7s
Jan 2019
Trump and China’s Xi Heading Towards Superficial Treaty (Podcast)
Dr. Sam Natapoff, President of Empire Global Ventures, on the difficulty in China trade talks and the Brexit vote outcome. John Butler, Senior Telecom Services & Equipment Analyst for Bloomberg Intelligence, on how content has been driving earnings in media and telecoms like Appl ... Show More
30m 58s
Sep 2025
China’s economy vs the world. With Michael Pettis
US President Donald Trump has railed against his country’s trade deficit with China. But as Chinese surpluses continue to flow into other countries, it’s worth asking how China got to where it is today, and whether Chinese growth can lift all boats. In this week’s episode, Martin ... Show More
33m 42s