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James Kynge

👤 Speaker
1513 total appearances

Appearances Over Time

Podcast Appearances

The Prof G Pod with Scott Galloway
China Decode: Why Unrest in Iran is a Problem for China

Something to get the blood moving in the body.

The Prof G Pod with Scott Galloway
China Decode: Why Unrest in Iran is a Problem for China

I don't know what you think.

The Prof G Pod with Scott Galloway
China Decode: Why Unrest in Iran is a Problem for China

Okay.

The Prof G Pod with Scott Galloway
China Decode: Why Unrest in Iran is a Problem for China

Well, Alice, just as you were mentioning, the Chinese approvals of GLP-1, or we could call them Chinese Zempic variant drugs,

The Prof G Pod with Scott Galloway
China Decode: Why Unrest in Iran is a Problem for China

have already started.

The Prof G Pod with Scott Galloway
China Decode: Why Unrest in Iran is a Problem for China

And I think there were five of these drugs that were approved last year.

The Prof G Pod with Scott Galloway
China Decode: Why Unrest in Iran is a Problem for China

As you mentioned, there are a huge number undergoing development and trial in China at the moment.

The Prof G Pod with Scott Galloway
China Decode: Why Unrest in Iran is a Problem for China

So my prediction is that by the end of this year, there will be at least 10

The Prof G Pod with Scott Galloway
China Decode: Why Unrest in Iran is a Problem for China

of these GLP-1 drugs available in the Chinese market.

The Prof G Pod with Scott Galloway
China Decode: Why Unrest in Iran is a Problem for China

Some of them will be made by Chinese companies.

The Prof G Pod with Scott Galloway
China Decode: Why Unrest in Iran is a Problem for China

In fact, I would say the majority will be made by Chinese companies, and some of them will be made by joint ventures between Chinese companies and foreign companies, and some by foreign companies as well.

The Prof G Pod with Scott Galloway
China Decode: Why Unrest in Iran is a Problem for China

And my guess is that this will cause a big price war.

The Prof G Pod with Scott Galloway
China Decode: Why Unrest in Iran is a Problem for China

And as you have already mentioned, this will mean that Chinese GLP-1 drugs are undercutting their foreign counterparts and competitors by big margins.

The Prof G Pod with Scott Galloway
China Decode: Why Unrest in Iran is a Problem for China

And then we're going to see an outflow of these drugs all over the world.

The Prof G Pod with Scott Galloway
China Decode: Why China’s Baby Bust Meets a Condom Tax

Trump is focusing more on doing deals and a lot less on American ideals, you know, for the world.

The Prof G Pod with Scott Galloway
China Decode: Why China’s Baby Bust Meets a Condom Tax

We've left that Reagan-esque type of America as a shining city on the hill, a beacon for mankind, an ideal for global aspirations, the leader of the free world.

The Prof G Pod with Scott Galloway
China Decode: Why China’s Baby Bust Meets a Condom Tax

All of that rhetoric

The Prof G Pod with Scott Galloway
China Decode: Why China’s Baby Bust Meets a Condom Tax

Well, and it was a lot more than rhetoric, really.

The Prof G Pod with Scott Galloway
China Decode: Why China’s Baby Bust Meets a Condom Tax

From Reagan's time until now, it's been followed up with military might and economic muscle.

The Prof G Pod with Scott Galloway
China Decode: Why China’s Baby Bust Meets a Condom Tax

This is the world that Pax Americana has created.