China Decode: How the Iran War Inflation Will Impact China

Geopolitical strategist Peter Zeihan joins Scott Galloway to discuss the escalating war between the United States, Israel, and Iran – and what it could mean for the global economy. They break down the risk of disruptions to oil supply in the Middle East, why energy markets are on edge, and how the conflict could impact global growth. Peter also explains what the war could mean for China, Europe, and the future of globalization. We’re also now live on Substack.Subscribe at profgmedia.com to get ad-free versions of all our podcasts, the full archive of Scott’s newsletters, and exclusive content including deep dives, livestream conversations, and subscriber Q&As. Learn more about your ad choices. Visit podcastchoices.com/adchoices

As the war in Iran roils on, with devastating effects on the oil markets, what is Trump’s plan to get the U.S. out of another regional quagmire? Scott Galloway and Jessica Tarlov discuss the latest developments on the war in Iran from the administration — including a befuddling announcement from Trump, startling messaging from Secretary of Defense Pete Hegseth, and a foreboding sense from Secretary of State Marco Rubio that Cuba is next. Plus — Scott explains why the markets seem to have rebounded from yesterday’s oil price spike, and Jessica unpacks why Trump’s refusal to provide strong support for Ukraine in its war with Russia may have already hurt the U.S. in Iran. Follow Jessica Tarlov, @JessicaTarlov Follow Prof G, @profgalloway Follow Raging Moderates, @RagingModeratesPodSubscribe to our YouTube Channel: https://www.youtube.com/@RagingModerates Learn more about your ad choices. Visit podcastchoices.com/adchoices

In this episode of China Decode, Alice Han and James Kynge break down how the Iran war is driving oil prices above $100 a barrel, and what that means for China’s energy security. They dive into China’s dependence on the Strait of Hormuz, explore the country’s cautious 2026 growth targets, and chat with Andy Browne, China Columnist at Semafor, about how all of this is reshaping China-U.S. relations. Check out Andy’s newsletter at semafor.com/newsletters/china. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Scott Galloway reflects on why some billionaires stay silent, explains how to avoid getting trapped in an echo chamber, and shares advice on negotiating equity at a startup. Want to be featured in a future episode? Send a voice recording to [email protected], or drop your question in the r/ScottGalloway subreddit. Learn more about your ad choices. Visit podcastchoices.com/adchoices

As read by George Hahn. https://www.profgmedia.com/p/the-worst-acquisition-in-history Learn more about your ad choices. Visit podcastchoices.com/adchoices

Scott Galloway gives his advice for navigating your early career, explains how dating apps are a "winner-take-all” game, and discusses how to deal with a distracted business partner. Want to be featured in a future episode? Send a voice recording to [email protected], or drop your question in the r/ScottGalloway subreddit. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Meredith Whittaker, president of the Signal Foundation and a leading voice on AI and privacy, joins Scott Galloway to examine the growing tension between artificial intelligence and personal freedom. They discuss how Signal actually works, why most messaging apps aren’t as private as they claim, and whether AI agents embedded in operating systems pose new security risks. Algebra of Happiness: a hack for dads. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Scott Galloway and Jessica Tarlov dig into the growing cracks inside Trump’s MAGA coalition as U.S. strikes on Iran spark backlash from the right. JD Vance once sold Trump as the president who “started no wars” — now, with American casualties rising and only a quarter of Americans backing the strikes, that promise is under pressure. From Capitol Hill to conservative media, the movement is split: is this still “America First,” or something else entirely? Scott and Jess break down the White House’s defiant message to Republicans, and what this fight could mean for the midterms — and for Vance’s credibility with the anti-war right. Then, Homeland Security Secretary Kristi Noem faces Congress for the first time since the killing of Alex Pretti in Minnesota. Lawmakers press her on DHS enforcement tactics, detention policies, and whether national security is being compromised amid escalating tensions with Iran. What kind of oversight should Congress demand right now? Follow Jessica Tarlov, @JessicaTarlov Follow Prof G, @profgalloway Follow Raging Moderates, @RagingModeratesPod Subscribe to our YouTube Channel: https://www.youtube.com/@RagingModerates Learn more about your ad choices. Visit podcastchoices.com/adchoices

Oil markets are rattled, Trump is escalating, and China is speaking out. In this episode of China Decode, Alice Han and James Kynge break down how China is responding after Trump’s strikes on Iran — and what soaring oil prices mean for Beijing’s energy security and global strategy. Is this about principle, protecting its oil lifeline, or quietly capitalizing on U.S. distraction? Then they turn to China’s next Five-Year Plan and its aggressive push into AI and advanced manufacturing. Is Beijing accelerating economic decoupling for good? And finally, a fatal crash involving a Chinese EV sparks a nationwide safety rethink. Does this dent China’s global EV ambitions — or make them stronger? Learn more about your ad choices. Visit podcastchoices.com/adchoices

Fareed Zakaria, journalist and political commentator, joins Scott Galloway for an emergency conversation following the United States and Israel’s large-scale military campaign against Iran. They discuss whether this operation could trigger regime collapse, why defining success matters, and how a failure to establish clear objectives risks another “forever war.” Learn more about your ad choices. Visit podcastchoices.com/adchoices