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The Prof G Pod with Scott Galloway · May 26, 2026 · 34m
China Decode: Why China Keeps Selling U.S. Treasuries
Alice Han and James Kynge break down Russia's push for the Power of Siberia 2 pipeline, the implications of China's accelerating sell-off of U.S. Treasuries, and China's first commercial approval of a brain-computer implant ahead of Neuralink. They explore the deepening China-Russia alliance, the mounting pressure on the U.S. dollar, and whether China is beginning to pull ahead in the global technology race. The conversation draws from their China Decode newsletter.
This summary was generated from show notes and public descriptions, not from a full transcript review. Details may contain inaccuracies.
Canon
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The discussed pipeline project is a concrete example of how the China-Russia partnership has become a deep structural alliance, extending well beyond ad-hoc energy procurement.
Curious
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Russia is intensifying efforts to get China to approve the Power of Siberia 2 pipeline, a major new gas export route that would deepen energy ties and the strategic alliance.
Highlights
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China is selling off its holdings of U.S. government bonds at an accelerating pace, reducing its exposure to American debt and putting downward pressure on the dollar.
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