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Alice Han

👤 Person
378 total appearances

Appearances Over Time

Podcast Appearances

Prof G Markets
Why the U.S. Can’t Break Up with China — ft. Alice Han

It's going to be very hard to fully rotate out of the U.S. The fact that stocks now, the S&P, are above April the 2nd and maybe even will come up to an all-time year-to-date high suggests that people are trying to get back into the U.S., It's not fully convinced that this is the end of U.S. hegemony and that there's still an appetite for U.S. assets. I'm still bullish long term about the U.S.

Prof G Markets
Why the U.S. Can’t Break Up with China — ft. Alice Han

in terms of its knowledge economy, in terms of immigration. What it gets its act together like with the COVID vaccine, it does it very, very well. And again, remains a strong consumer-driven economy in the way that China isn't. So at the risk, again, of sounding facetious, I would say I'd put my money on China America. It's hard to see any other economy, even EU, competing with that.

Prof G Markets
Why the U.S. Can’t Break Up with China — ft. Alice Han

in terms of its knowledge economy, in terms of immigration. What it gets its act together like with the COVID vaccine, it does it very, very well. And again, remains a strong consumer-driven economy in the way that China isn't. So at the risk, again, of sounding facetious, I would say I'd put my money on China America. It's hard to see any other economy, even EU, competing with that.

Prof G Markets
Why the U.S. Can’t Break Up with China — ft. Alice Han

in terms of its knowledge economy, in terms of immigration. What it gets its act together like with the COVID vaccine, it does it very, very well. And again, remains a strong consumer-driven economy in the way that China isn't. So at the risk, again, of sounding facetious, I would say I'd put my money on China America. It's hard to see any other economy, even EU, competing with that.

Prof G Markets
Why the U.S. Can’t Break Up with China — ft. Alice Han

I think the Europeans, even although people were saying buy Europe earlier this year, have faced a big hurdle with Merz's fiasco. You know, he finally got elected, but it showed underlying weakness in Europe. And I think Europe is next when it comes to tariffs. So I would say China America, if that's at all possible.

Prof G Markets
Why the U.S. Can’t Break Up with China — ft. Alice Han

I think the Europeans, even although people were saying buy Europe earlier this year, have faced a big hurdle with Merz's fiasco. You know, he finally got elected, but it showed underlying weakness in Europe. And I think Europe is next when it comes to tariffs. So I would say China America, if that's at all possible.

Prof G Markets
Why the U.S. Can’t Break Up with China — ft. Alice Han

I think the Europeans, even although people were saying buy Europe earlier this year, have faced a big hurdle with Merz's fiasco. You know, he finally got elected, but it showed underlying weakness in Europe. And I think Europe is next when it comes to tariffs. So I would say China America, if that's at all possible.

Prof G Markets
Why the U.S. Can’t Break Up with China — ft. Alice Han

I know. I was going to say, can I make that publicly known somewhere? I've got so much. I'm against the digital equivalent of fan mail on LinkedIn and whatnot. Thanks to you guys. So I really appreciate that.

Prof G Markets
Why the U.S. Can’t Break Up with China — ft. Alice Han

I know. I was going to say, can I make that publicly known somewhere? I've got so much. I'm against the digital equivalent of fan mail on LinkedIn and whatnot. Thanks to you guys. So I really appreciate that.

Prof G Markets
Why the U.S. Can’t Break Up with China — ft. Alice Han

I know. I was going to say, can I make that publicly known somewhere? I've got so much. I'm against the digital equivalent of fan mail on LinkedIn and whatnot. Thanks to you guys. So I really appreciate that.

Prof G Markets
Why the U.S. Can’t Break Up with China — ft. Alice Han

No, but I thank you guys. I mean, I'm used to being in the rooms with old white men who are twice my age. It's the norm now.

Prof G Markets
Why the U.S. Can’t Break Up with China — ft. Alice Han

No, but I thank you guys. I mean, I'm used to being in the rooms with old white men who are twice my age. It's the norm now.

Prof G Markets
Why the U.S. Can’t Break Up with China — ft. Alice Han

No, but I thank you guys. I mean, I'm used to being in the rooms with old white men who are twice my age. It's the norm now.

Prof G Markets
Why the U.S. Can’t Break Up with China — ft. Alice Han

Yeah. Thanks so much, guys. Appreciate it.

Prof G Markets
Why the U.S. Can’t Break Up with China — ft. Alice Han

Yeah. Thanks so much, guys. Appreciate it.

Prof G Markets
Why the U.S. Can’t Break Up with China — ft. Alice Han

Yeah. Thanks so much, guys. Appreciate it.

Pivot
Trump’s Putin Call, Inflation Rises, and Sam Altman Strikes Back at Elon Musk

Not well at all. I mean, the fact that Tesla is still there surprises me somewhat, given its price point. And the fact that all these companies, including Tesla, have had to cut prices over the last few years because of the extremely competitive price war landscape. I think it's only a matter of time before that share starts to diminish even further. It's going to be an open-ended question.

Pivot
Trump’s Putin Call, Inflation Rises, and Sam Altman Strikes Back at Elon Musk

Not well at all. I mean, the fact that Tesla is still there surprises me somewhat, given its price point. And the fact that all these companies, including Tesla, have had to cut prices over the last few years because of the extremely competitive price war landscape. I think it's only a matter of time before that share starts to diminish even further. It's going to be an open-ended question.

Pivot
Trump’s Putin Call, Inflation Rises, and Sam Altman Strikes Back at Elon Musk

Not well at all. I mean, the fact that Tesla is still there surprises me somewhat, given its price point. And the fact that all these companies, including Tesla, have had to cut prices over the last few years because of the extremely competitive price war landscape. I think it's only a matter of time before that share starts to diminish even further. It's going to be an open-ended question.

Pivot
Trump’s Putin Call, Inflation Rises, and Sam Altman Strikes Back at Elon Musk

And now this is going to be based on the politics of it all, whether or not Elon Musk gets these autonomous vehicle licenses. Explain what she was saying there. And by the way, her accent is fantastic.