Prof G Markets Why the U.S. Can’t Break Up with China — ft. Alice Han
260 snips
May 15, 2025 
Alice Han, a China economist and director at Greenmantle, shares her valuable insights on U.S.-China trade relations. She discusses the ongoing trade war and why a diplomatic resolution seems distant. Alice highlights China's resilience and adaptability amid tariff escalations, painting a picture of optimism in its economic strategies. The conversation also delves into the complexities of U.S.-China negotiations, the impact of the fentanyl crisis, and how global manufacturing dynamics adapt in this competitive landscape.
AI Snips
Chapters
Transcript
Episode notes
US Pharma's Regulatory Capture
- Pharmaceutical companies thrive due to regulatory capture and opaque pricing in the US.
- This creates exorbitant healthcare costs without consumer scrutiny or accountability.
AI Search Race Insights
- Perplexity positions itself as AI for search but trails far behind OpenAI's ChatGPT.
- OpenAI already offers real-time search, challenging Perplexity's differentiation.
Crypto's Risky Mainstreaming
- Coinbase's S&P 500 inclusion signals mainstream acceptance of crypto despite lack of fundamentals.
- This risks dragging retail investors into volatile assets lacking real value.