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Alice Han

👤 Speaker
3168 total appearances

Appearances Over Time

Podcast Appearances

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

And in the last 24 hours, that position has been successful for China. We've seen Trump obviously blink on these tariffs. And I could foresee even more negotiations downward if these fentanyl talks move swimmingly, which Besset, for instance, thinks they will.

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

And in the last 24 hours, that position has been successful for China. We've seen Trump obviously blink on these tariffs. And I could foresee even more negotiations downward if these fentanyl talks move swimmingly, which Besset, for instance, thinks they will.

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

And in the last 24 hours, that position has been successful for China. We've seen Trump obviously blink on these tariffs. And I could foresee even more negotiations downward if these fentanyl talks move swimmingly, which Besset, for instance, thinks they will.

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

wants a big beautiful deal. He was pen pals with Nixon back in the 80s. He admires the fact that Nixon went to China and made this big beautiful deal. So he ultimately wants to see a deal. The people around him, I would say Jameson Greer for instance, really cares about trade imbalances and market reciprocity. He will want to reduce the deficit.

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

wants a big beautiful deal. He was pen pals with Nixon back in the 80s. He admires the fact that Nixon went to China and made this big beautiful deal. So he ultimately wants to see a deal. The people around him, I would say Jameson Greer for instance, really cares about trade imbalances and market reciprocity. He will want to reduce the deficit.

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

wants a big beautiful deal. He was pen pals with Nixon back in the 80s. He admires the fact that Nixon went to China and made this big beautiful deal. So he ultimately wants to see a deal. The people around him, I would say Jameson Greer for instance, really cares about trade imbalances and market reciprocity. He will want to reduce the deficit.

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

He will want to increase segmental or sectoral specific tariffs on certain Chinese products, especially in dual use. or very tech competitive industries. I could see that happening up to 100% or more in some of these sectors. And similarly, he will want market reciprocity. Besant is in the same camp, I would say.

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

He will want to increase segmental or sectoral specific tariffs on certain Chinese products, especially in dual use. or very tech competitive industries. I could see that happening up to 100% or more in some of these sectors. And similarly, he will want market reciprocity. Besant is in the same camp, I would say.

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

He will want to increase segmental or sectoral specific tariffs on certain Chinese products, especially in dual use. or very tech competitive industries. I could see that happening up to 100% or more in some of these sectors. And similarly, he will want market reciprocity. Besant is in the same camp, I would say.

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

He would want to see China reducing its restrictions on foreign, especially American investments going into China. allowing more equal participation for U.S. investors in China, and similarly China buying more American products. So it's not a surprise that Besant said we had a great deal in phase one.

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

He would want to see China reducing its restrictions on foreign, especially American investments going into China. allowing more equal participation for U.S. investors in China, and similarly China buying more American products. So it's not a surprise that Besant said we had a great deal in phase one.

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

He would want to see China reducing its restrictions on foreign, especially American investments going into China. allowing more equal participation for U.S. investors in China, and similarly China buying more American products. So it's not a surprise that Besant said we had a great deal in phase one.

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

I think that they will go back to aspects of that, ask China to increase agro-purchases and purchases of energy products, and similarly find ways for China to reduce the subsidies on certain goods which they believe to be unfair trade practice. Elsewhere, I think that Trump really cares about fentanyl.

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

I think that they will go back to aspects of that, ask China to increase agro-purchases and purchases of energy products, and similarly find ways for China to reduce the subsidies on certain goods which they believe to be unfair trade practice. Elsewhere, I think that Trump really cares about fentanyl.

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

I think that they will go back to aspects of that, ask China to increase agro-purchases and purchases of energy products, and similarly find ways for China to reduce the subsidies on certain goods which they believe to be unfair trade practice. Elsewhere, I think that Trump really cares about fentanyl.

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

He will want to see some kind of cooperation on China reducing the subsidies for the precursors to fentanyl. I'm a bit more optimistic now that there could be some kind of cooperation that would enable that discussion to happen. And on the Chinese side,

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

He will want to see some kind of cooperation on China reducing the subsidies for the precursors to fentanyl. I'm a bit more optimistic now that there could be some kind of cooperation that would enable that discussion to happen. And on the Chinese side,

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

He will want to see some kind of cooperation on China reducing the subsidies for the precursors to fentanyl. I'm a bit more optimistic now that there could be some kind of cooperation that would enable that discussion to happen. And on the Chinese side,

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

So China subsidizes industries that produces the precursor chemicals for fentanyl, effectively creating these cheap fentanyl products that then get flooded into the American market. Now, China says it's cracked down on fentanyl itself exports to the US, but the precursor chemicals are still being produced by China.

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

So China subsidizes industries that produces the precursor chemicals for fentanyl, effectively creating these cheap fentanyl products that then get flooded into the American market. Now, China says it's cracked down on fentanyl itself exports to the US, but the precursor chemicals are still being produced by China.