logo
episode-header-image
Aug 2024
5m 34s

China is Leading This Energy Technology ...

Victor Menasce
About this episode
tail spinning
Up next
Today
The Recreation Segment is Bleeding
On today's show, we're looking at what boats, recreational vehicles, and cottages can tell us about the economic cycle.The pattern is familiar. Demand exceeds supply. Prices rise. Producers expand. Buyers accelerate purchases because waiting appears expensive. Lenders become comf ... Show More
7m 30s
Yesterday
Tour The World of Interest Rates
On today’s show we’re going to take a trip around the world through one very specific lens: the yield on the 10-year government bond.This is not just a tour of interest rates. The 10-year bond is one of the clearest places where investors collectively put a price on inflation, fi ... Show More
7m 37s
Yesterday
Middle Housing with Jared Jones
Jared Jones is based in Riverside California. On today's show we are talking about the newest housing legislation and the impact it is having on adding supply to the housing stock. To connect with Jared, visit middlehousingpartners on Instagram or Jared Jones on LinkedIn.**Real E ... Show More
20m 28s
Recommended Episodes
Feb 2025
Examining China's Recent Tech Rally
On today's episode, we look at the forces driving China's recent tech rally with Jason Lui, Head of APAC Equity & Derivative Strategy at BNP Paribas. Plus - a discussion on how a newly proposed round of tariffs from US President Donald Trump may move global markets with Jim Thorn ... Show More
21m 40s
Feb 2024
Navigating the path to a just energy transition
<p>Energy companies face a dual challenge – they must decarbonise whilst managing increased demand from emerging and developing economies. In this podcast, ACWA Power’s Marco Arcelli, Petronas’ Charlotte Wolff-Bye and Standard Chartered’s Wan Thonh Chow share insights into how th ... Show More
23m 28s
Jun 2023
How companies are seeking to solve the energy trilemma
tail spinning
31m 52s
Jul 2024
The Power of Under-Priced Attention
<p>Today&#39;s episode of the podcast is a fireside chat I did with M13. I start my talk by sharing my thoughts on what industries will be disrupted in the next 5 years, and why it&#39;s crucial to spot and use underpriced attention, like Facebook Reels right now. I also discuss ... Show More
22m 33s
Mar 2022
US-China Tech Race: Spies & Lies (Part One)
<p>In the first episode of this season’s six-part series, the FT’s Global China Editor James Kynge tracks China’s dramatic transformation from the manufacturing workshop of the world to the next global superpower. The driver of that change is technology, sparking a battle between ... Show More
31m 37s
Nov 2024
Meta’s AI Promise, Microsoft’s Disappointing Beat & Why Google Should Spin Youtube
Scott and Ed open the show by discussing the U.S.’s GDP growth, Reddit’s earnings, Eli Lilly’s third quarter drug sales, and xAI’s new funding round. Then Scott and Ed break down big tech’s earnings and discuss how the tech companies are using capital as a weapon. They also exami ... Show More
52m 16s
May 2021
Special: 2021 China Tech Trends (with Tech Buzz China)
We team up with two of the very best English-language analysts covering China tech today, Rui Ma and Ying Lu from the Tech Buzz China podcast, to talk about the big trends happening on the ground in China right now. We've had Rui and Ying's episodes on repeat in our own podcast p ... Show More
1h 12m
Aug 2025
China is killing the US on energy. Does that mean they’ll win AGI? — Casey Handmer
How will we feed the 100s of GWs of extra energy demand that AI will create over the coming decade? On this episode, Casey Handmer (Caltech PhD, former NASA JPL, founder & CEO of Terraform Industries) walks me through how we can pull it off, and why he thinks a major part of this ... Show More
1h 8m
Sep 2025
China Decode: The Global AI Race
In this episode of China Decode, Alice Han and James Kynge discuss China’s decision to block Nvidia’s newest AI chips—what’s behind the move, and what it could mean for the global AI race. They also break down the long-running TikTok saga, now moving toward a new U.S. ownership s ... Show More
44m 37s
Oct 2024
From AI to food recycling: Innovations transforming the energy sector
Making change is all about innovation. That’s no different when it comes to the energy sector. In this episode of Energized: The Future of Energy, host JJ Ramberg and Enbridge CEO Greg Ebel talk to two innovators in the energy sector. First, we hear from Uli Homann, a Distinguish ... Show More
35m 35s