Jianggan Li: China vs. USA Tactical Pause, Moves vs. Countermoves & Rare Earths Leverage – E647
China analyst and Momentum Works founder Jianggan joins Jeremy Au to break down how US–China tensions evolved through a year of tariffs, rare earth leverage, supply chain shocks, and fast-moving geopolitical swings. They examine why both sides misread each other, how Chinese companies adapted faste…
Jianggan Li: China vs. USA Tactical Pause, Moves vs. Countermoves & Rare Earths Leverage – E656
China analyst and Momentum Works founder Jianggan joins Jeremy Au to break down how US–China tensions evolved through a year of tariffs, rare earth leverage, supply chain shocks, and fast-moving geopolitical swings. They examine why both sides misread each other, how Chinese companies adapted faste…
Bad Apple? How the World’s Greatest Company Changed Chinese Tech
In 2013, to mark International Consumers Day, China’s state-run TV network labelled Apple a ‘bad company’. More than a decade later, despite claiming to rely on multinationals from 50 different countries, Apple still has nearly 100% of its supply chain in China. In this episode, we look at how Appl…
Global Energy Shock: Southeast Asia & China Effects & Countermeasures - E679
Is the era of cheap energy over for Southeast Asia? In this special three-person debate, Jeremy Au, Jianggan Li, and Valerie Vu break down the reality of the current energy crisis and its disproportionate impact on Vietnam, China, and Singapore.
As oil prices spike by 30-50% in some markets, the …
Trump Xi Summit Decoded: Thucydides Trap, Boeing Deal & China AI Chip Strategy - E697
Jianggan Li, Founder of Momentum Works, joins Jeremy Au to unpack the Trump Xi Beijing summit, the first US presidential visit to China since 2017. They decode the optics of Zhongnanhai Garden and the Temple of Heaven, Xi Jinping's Thucydides Trap reference, the 200 plane Boeing deal, and why the a…
Uber-Delivery Hero: What It Means for Southeast Asia
Uber's proposed US$14.8 billion acquisition of Delivery Hero is one of the biggest deals the sector has seen, and could signal a fundamental shift in how platform businesses grow. It puts Uber in the unusual position of becoming both Grab's largest shareholder and, through foodpanda, its direct com…
China’s Humanoid Robot Boom: Hype vs Reality
From Unitree’s landmark IPO to Beijing's World Humanoid Robot Games, China’s robotics industry has been a hot theme. But is commercial adoption catching up with market hype, or are investor valuations getting ahead of reality? We speak with Jianggan Li, Founder and CEO of Momentum Works, fresh off …
The Truth About China's Competitive Advantage - E728
Jianggan Li returns for a China read: Europe's run on Chinese air conditioners, the humanoid robot games, Shein's discounted Hong Kong listing, and what breaks when Chinese firms go abroad. One thread runs through all four. China's advantage is not invention. Midea did not build a better aircon, it…
China’s AI & Robotics Are Advancing Faster Than Expected - E737
Jianggan Li joins Jeremy Au to report back from a week in China visiting five humanoid robot companies and three AI investors. They cover the US-China summit that produced a hotline and the term superintelligence, why Jianggan reads the agreement more generously than the media did, and the near-abs…
পডকাস্ট সার্চ ইঞ্জিন
আপনি আমাদের ওয়েবসাইট ব্যবহার করতে পারেন3,822,989পডকাস্ট এবং195,624,381পর্বগুলি মানুষ, স্থান, বা বিষয় দ্বারা অনুসন্ধান করতে৷
জ্ঞানেই বিনিয়োগের সর্বোত্তম ফল মেলে, তাই আমি পডকাস্ট শুনি।
‐ Benjamin "Llamacorn" Franklin
সম্পাদনা
পডকাস্ট ডেটাবেস আপ টু ডেট রাখতে সাহায্য করার জন্য আপনাকে ধন্যবাদ।
