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Prof G Markets

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

15 May 2025

Description

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. She unpacks the current state of U.S.-China negotiations and why a deal remains elusive. Plus, she weighs in on which country she’s more bullish on in the long run. Subscribe to the Prof G Markets newsletter  Order "The Algebra of Wealth," out now Subscribe to No Mercy / No Malice Follow the podcast across socials @profgpod: Instagram Threads X Reddit Follow Scott on InstagramFollow Ed on Instagram and X Learn more about your ad choices. Visit podcastchoices.com/adchoices

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Full Episode

0.828 - 21.049 Scott

Support for the show comes from Public.com. If you're serious about investing, you need to know about Public.com. That's where you can invest in everything, stocks, options, bonds, and more. And even under 6% or higher yield that you can lock in with a bond account. Visit Public.com slash PropG and get up to $10,000 when you transfer your old portfolio. That's Public.com slash PropG.

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21.389 - 42.703 Scott

Prof G. Paid for by Public Investing. All investing involves the risk of loss, including loss of principal. Brokered services for U.S. listed registered securities, options, and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA, and SIPC. Complete disclosures available at public.com slash disclosures. I should also disclose I am an investor in public.

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46.519 - 71.378 Unknown Speaker

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76.052 - 95.521 Kenny Beecham

What's up, y'all? It's Kenny Beecham. We are currently watching the best playoff basketball since I can't even remember when. This is what we've been waiting for all season long. And on my show, Small Ball, I'll be breaking down the series matchups, major performances, in-game coaching decisions, and game strategy and so much more for the most exciting time of the NBA calendar.

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95.941 - 102.024 Kenny Beecham

New episodes through the playoffs available on YouTube and wherever you get your podcasts. Subscribe to Small Ball with Kenny Beecham so you don't miss a thing.

103.157 - 132.479 Scott

Today's number, 7%. That's the expected year-over-year decline in tourism to the U.S. in 2025. True story, Ed. I was in Paris and saw a mime and he began masturbating. Later, I heard that he was arrested, but he came quietly. Woo! I like that one. It's okay. Just okay?

132.619 - 133.12 Ed

Just okay.

133.38 - 135.083 Scott

Oh, my God. It's getting so bad here.

135.183 - 137.245 Ed

Maybe we're coming to the end of the jokes.

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