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 structure—who will really control the app and its algorithm? Finally, they explor ... Show More
Yesterday
The Week: The Blue Tsunami, Alphabet’s Worst Day Ever, and How to Log Off
George Hahn connects the dots across the week's biggest stories: How the Democrats won a majority in both chambers of Congress, why investors will hesitate to hand more money to Big Tech, and what a Stanford psychiatrist says about getting out of your own head. We’d love your fee ... Show More
24m 49s
Nov 5
David Brooks on What Happened to American Conservatism
In the midst of the midterms, we’re revisiting a previous conversation with David Brooks. The political commentator, author of How to Know a Person, and staff writer for The Atlantic joins Scott to explain why he no longer recognizes the conservative movement he joined in his twe ... Show More
51m 54s
Feb 2025
Navigating AI Innovation and Data Privacy
In this conversation, Jamie and Jaeden discuss the recent developments surrounding DeepSeek, an AI software from China that has garnered international attention. They explore the implications of its technology, the data privacy concerns raised by various countries, and the potent ... Show More
12m 27s
May 2025
Why the U.S. Can’t Break Up with China — ft. Alice Han
Scott and Ed discuss the market’s reaction to Trump’s drug pricing plan, Perplexity’s latest funding round, and Coinbase’s addition to the S&P 500. Then Alice Han, China economist and director at Greenmantle, returns to the show to break down how China views the ongoing trade war ... Show More
1 h
Feb 2025
The State of Trade with China — ft. Alice Han
Scott and Ed open the show by discussing the aluminum and steel tariffs, Trump’s plan to close the carried interest loophole, and Elon Musk’s bid for OpenAI. Then Alice Han, China economist and director at Greenmantle, returns to the show to break down the potential impact of Tru ... Show More
59m 28s
Oct 2025
xAI Teams Up with Nvidia in $20B Funding Round & Chinese Tech Stocks Hit Decade Highs
Ed Elson is joined by Ed Ludlow, Co-Anchor of Bloomberg Technology, to discuss xAI’s latest funding round and why the circular deals in AI haven’t phased the markets. Then, Ed is joined by Alice Han, host of China Decode and Director at Greenmantle, to break down what’s driving t ... Show More
29m 13s
Jan 2025
DeepSeek is shaking up the AI world
In this podcast episode, Jamie and Jaeden discuss DeepSeek, a Chinese AI company that has made significant waves in the AI landscape and the stock market. They explore the features and limitations of DeepSeek, its impact on Nvidia's stock, and the implications of censorship in AI ... Show More
16m 28s
Jul 2021
China's Didi Crackdown, Controlling Data (Podcast)
Leland Miller, CEO of China Beige Book International, discusses China's crackdown on Didi. Jordan Jackson, VP, Global Market Strategist at J.P. Morgan Investment Management, talks markets. Dan Devorsetz, CIO and Executive VP at Horizon Technology Finance, talks about opportunity ... Show More
25m 21s
Sep 2025
Exploring China's Digital Belt & Road with Louis-Vincent Gave
Dan Nathan and Peter Boockvar host Louis-Vincent Gave, founder and CEO of Gavekal, to discuss the evolving dynamics of China trade. The conversation explores China's response to U.S. restrictions on technology, particularly semiconductors, and the broader implications of the grow ... Show More
48m 19s