U.S.-China AI Race + Chip Bans Aren’t Working + A Lesson From Nuclear Proliferation | The Spillover
The Council on Foreign Relations podcast examines the accelerating U.S.-China AI rivalry, noting that U.S. export controls on advanced chips have slowed but not halted China’s progress. Loopholes such as cloud‑based access, smuggling, and third‑party vendors keep Chinese developers within months of U.S. model performance. The discussion highlights compute capacity and next‑generation chips as the true bottleneck, while arguing that the hype around an imminent AI intelligence explosion is overstated. Finally, the hosts stress the tension between containment policies and the need for joint AI safety governance.
GCC Fiscal Resilience and Macroeconomic Stability During the Iran War
Speakers at the Atlantic Council Mina Futures Lab warned that the Iran war is inflicting multi-channel macroeconomic damage on GCC economies through disrupted trade and logistics, higher insurance and rerouting costs, tighter financial conditions, input-price volatility and a hit to...
The Next 3 Billion on Tour Series: Nairobi Edition | Semafor Events
The Semafor "Next 3 Billion" Nairobi edition convened policymakers, investors and fintech leaders to spotlight Kenya’s evolving financial‑inclusion ecosystem and its broader investment appeal. Hosted alongside the Kenya International Investment Conference, the event underscored the country’s recent accolades – topping...
Inside Iran’s Payment Network and Global Sanctions Strategy
The video examines how Iran, isolated by decades of U.S. and EU sanctions, has constructed a home‑grown payments infrastructure that mirrors Western systems. Professor Philip Nichols of Wharton outlines the evolution of Iran’s “Shitab” network and its role in sustaining...
Iran Announces the Strait of Hormuz Is Closed to the US & Israel | For Everyone Else, $2M Please!
Iran announced to the United Nations that the Strait of Hormuz is officially closed to vessels belonging to the United States, Israel, and any nation it deems an aggressor. The declaration follows a series of maritime attacks since early March...
East Asia Scrambles to Ease Potential Energy Shortfalls | East Asia Tonight (Mar 25)
East Asia Tonight focused on the region’s scramble to avert energy shortfalls as the Iran‑Israel war threatens oil flows through the Strait of Hormuz. Japan announced it will draw deeper from its strategic petroleum reserves and from joint Gulf stockpiles,...
![[FULL] NEWSCENTER (2026-03-25)](/cdn-cgi/image/width=1200,quality=75,format=auto,fit=cover/https://i.ytimg.com/vi/rKWKq3cqDBo/maxresdefault.jpg)
[FULL] NEWSCENTER (2026-03-25)
Geopolitical friction in the Middle East is rippling through Asian markets, as Israel‑Iran trade strikes and a renewed push to reopen the Strait of Hormuz coincide with Qatar’s force majeure on LNG contracts that include South Korea. In response, Seoul...
U.S. Government Hands Tehran Peace Plan Proposal
The video reports that the United States has formally transmitted a 15‑point peace framework to Tehran through Pakistan, aiming to address Iran’s nuclear and missile programs and the Strait of Hormuz. President Trump publicly declared that talks are underway and...
Watch: Boao Forum for Asia 2026 | Investing in China to Share the Future
At the Boao Forum for Asia 2026, CGTN host Lily Lyu led a panel titled “Investing in China to Share the Future,” focusing on how foreign‑invested enterprises can reposition China and broader Asia as innovation hubs. Speakers highlighted a profound...
Inside Washington: Ami Bera on Shifting U.S.–India Ties
The Granthamasha podcast features Congressman Ami Bera discussing the evolving U.S.–India relationship against a backdrop of heightened Middle‑East tensions, notably President Trump’s unsanctioned strike on Iran. Bera argues the president failed to invoke the War Powers Act, leaving Congress out...
Vinod Khosla Wants to Be "As Hawkish As Possible" On China
Vinod Khosla used the Hill and Valley Forum to argue that the United States must adopt the most hawkish posture possible toward China, especially regarding the export of advanced technologies such as semiconductors. He framed the U.S.-China relationship as a...
Markets in Flux as Iran War Drags On | Bloomberg Surveillance
The Bloomberg Surveillance podcast examined how the protracted Iran conflict is reshaping global markets, featuring BlackRock’s chief investment strategist and other asset‑management voices. The panel highlighted a decisive shift toward a neutral, flattened equity stance as investors grapple with unpredictable...
GBA Cities Shenzhen and Hong Kong Magnets for Global Investment
The video highlights Shenzhen and Hong Kong as the leading magnets for global investment within the Greater Bay Area, emphasizing their resilience and the confidence they inspire among multinational firms. It underscores the region’s appeal as a “Plan B” safe haven,...
S3 | Episode 6: The Hardest Time in History to Manage Money?
The episode opens by declaring artificial intelligence the most consequential transformation since the industrial revolution, positioning it as a new cognitive engine that forces investors to become hyper‑adaptable. Host John Bowman and Aaron Philbeck frame the discussion around Kaya’s newly...
Australia, EU Conclude Free Trade Deal NegotiationsーNHK WORLD-JAPAN NEWS
Australia and the European Union announced Tuesday that negotiations on a comprehensive free‑trade agreement, launched in 2018, have been concluded. Prime Minister Anthony Albanese and European Commission President Ursula von der Leyen held a joint news conference in Canberra to...
Why This Small Iranian Island Is so Important | FT #shorts
The video explains why Kharg Island, a tiny outpost in the Persian Gulf, is critical to Iran’s economy, handling the bulk of its oil exports. The island’s oil terminal, built in the 1960s, ships nine‑tenths of Iran’s exported crude because the...
India Engages with U.S. and GCC Amid West Asia Conflict With Focus On Energy Security
India’s foreign ministry has stepped up diplomatic engagement as the West Asia conflict threatens global energy flows. External Affairs Minister S. Jaishankar held a telephonic discussion with U.S. Secretary of State Marco Rubio, zeroing in on energy security and the...
PM Modi On West Asia Crisis LIVE | PM Modi Addresses Rajya Sabha On West Asia Conflict | N18L
Prime Minister Narendra Modi addressed the Rajya Sabha on the escalating West Asia crisis, following a 25‑minute Lok Sabha speech on the Iran war. He warned that the conflict could endure for an extended period and urged India to stay...
Hopes Dim for Iran War De-Escalation | Insight with Haslinda Amin 03/24/2026
The Insight program examined the waning optimism around a de‑escalation of the Iran‑U.S. conflict. President Trump announced a five‑day postponement of planned strikes on Iranian energy infrastructure, claiming “productive talks,” while Tehran flatly denied any negotiations. Analysts noted that the talks...
Iran Dismisses Trump’s Claims of Peace Talks as “Fake News” | BBC News
Former President Donald Trump announced he was pausing a threatened strike on Iranian power plants after what he described as “very productive” talks aimed at ending hostilities. Iran’s parliament speaker rejected the claim, labeling it fake news and suggesting it...
Nigerian Refinery Begins Fuel Exports in Africa • FRANCE 24 English
The headline of France 24’s Eye on Africa was Nigeria’s Dangote Mega‑Refinery stepping into export mode, dispatching 456,000 tonnes of refined petroleum to Cameroon, Togo, Tanzania, Ghana and the Ivory Coast. The move comes as the war in Iran and the...
Powell: No Clear Path for South China Sea Code of Conduct | Storycon
The panel debated the stalled effort to craft a South China Sea code of conduct, noting that no clear roadmap exists despite repeated diplomatic overtures. Participants highlighted China’s historical resistance, arguing that Beijing only entertains a code once its artificial...
Why Oil Isn’t Going Back to $60 Anytime Soon
The video argues that oil prices will not retreat to $60 a barrel in the near term, citing extensive supply disruptions stemming from the recent Middle‑East conflict. Damage to pipelines, LNG trains and export terminals has crippled output for several...
Pivot to Asia - Bipartisan Lost Opportunity | The Impossible State
The video examines why the United States’ “pivot to Asia” has stalled, arguing that the failure is not a partisan flaw but a bipartisan missed opportunity that left Washington distracted by the Middle East and domestic politics. The hosts cite research...
Gulf Conflict Tests Dubai’s Family Office Safe-Haven Status
Dubai has long marketed itself as a safe haven for wealthy families, offering tax‑friendly regimes, robust real‑estate markets, and a growing family‑office ecosystem. The escalating Gulf conflict is now the first major stress test for that reputation, prompting investors to...
What Investors Need to Consider During Iran War
The video warns investors that the Iran‑related conflict is forcing a reassessment of how geopolitics influences the relative value of energy producers versus high‑tech firms. It argues that the war has exposed the fragile underpinnings of modern technology—energy, metals, and...
How Dubai’s Safe-Haven Status Is Being Tested
Dubai’s long‑promoted safe‑haven image is under pressure after a series of unprecedented attacks that reached its doorstep. A drone strike set a residential tower ablaze, forcing evacuations, while Iranian‑backed missiles disrupted airports, airlines, military bases and even data centers across the...
A Natural Middle Ground. Publisher Barnaby Rogerson on What Makes Oman Such a Pivotal Country.
Oman is portrayed as a geopolitical and cultural bridge between the Arabian Peninsula and the Indian Ocean, with deep historical ties to India, Zanzibar, Persia and Southeast Asia that shaped its maritime trading identity. Barnaby Rogerson highlights how these connections...
China's Supply Chain Edge in the Iran War
The video examines how China has turned supply‑chain diversification into a geopolitical advantage, especially as the Iran‑Israel conflict strains global trade routes. Rather than retreating to self‑sufficiency, Beijing expands partnerships to ensure redundancy. Analysts note that China’s “friend‑shoring” strategy—building ties with...
How Pakistan Is Torn Between Iran and Saudi Arabia | DW News
The video examines Pakistan’s precarious diplomatic tightrope between Saudi Arabia and Iran after a 2022 defense pact tied Saudi oil wealth to Pakistan’s nuclear capabilities. The pact, meant to cement a strategic alliance, became a liability when the United States...
The ‘Doom Loop’ of Global Disorder
The podcast introduces Ishwar Prasad’s "doom loop" thesis: economic globalization, domestic politics and geopolitics are now locked in a negative feedback cycle that amplifies disorder rather than reinforcing each other. The once‑celebrated trio of free trade, liberal democracy and...
Why China Isn’t Panicking About Iran War Oil Shocks
China’s strategic petroleum reserve is roughly twelve times the size of South Korea’s, giving it a substantial buffer against supply shocks. Despite heavy reliance on Middle Eastern oil, Beijing appears untroubled by the Iran‑Israel conflict’s impact on global markets. Analyst...
Inside India - 20-Mar-26
Inside India’s Friday briefing centered on a sudden pull‑back in oil prices after Israeli Prime Minister Benjamin Netanyahu suggested the Iran conflict could conclude sooner than expected. The United States signaled a possible policy shift, weighing the release of up...
Could Closing the Strait of Hormuz Lead to a Recession?
The video examines whether a closure of the Strait of Hormuz, which would push crude to $150‑$200 a barrel, could tip the United States into recession. The analyst notes that the U.S. economy is already “yellow‑light” – weak job growth, subdued...
This Is a BIG Change in Vietnam
The video highlights a “big change” in Vietnam as a new generation of investors moves beyond viewing markets as a casino and begins to prioritize wealth preservation and professional financial management. Speakers note that many Vietnamese still see speculation as a...
Why China Breaks Western Playbooks — And What It Takes to Win
The video examines why traditional Western playbooks are failing in China’s massive consumer market and outlines the new operating model required for success. With retail sales projected at $7.2 trillion in 2025, Chinese shoppers expect instant access to fresh concepts, rapid...
How The Iran War Is Becoming a World War
The video outlines how former President Donald Trump, in coordination with Israel, launched a massive military operation on February 28, killing Iran’s 86‑year‑old Supreme Leader Ayatollah Ali Khamenei and targeting senior Iranian officials. The opening salvo involved coordinated Israeli air strikes...
Fareed Zakaria - OP Jindal Distinguished Lecture - A New Star Rises: India’s Potential and Promise
Fareed Zakaria opened the OP Jindal Distinguished Lecture by framing the world’s current tectonic shift: the post‑World‑War‑II liberal order, built by the United States and Britain, is eroding, and a new multipolar reality is emerging. He traced the historical arc...
What Trump's Phone Call Means for NATO Leaders | FT #shorts
The video centers on a recent phone call between former President Donald Trump and a journalist, in which Trump pressed NATO allies—particularly Britain—to intervene in the ongoing conflict with Iran by unblocking the Strait of Hormuz. He also hinted that...
The U.S. Helps India and Russia Helps Iran || Peter Zeihan
Peter Zeihan explains that the Trump administration recently issued a temporary waiver allowing India to import Russian crude oil, a move designed to offset the abrupt loss of Persian Gulf supplies after the Gulf was effectively shut down. The waiver...
Navigate With HSBC | Global Investing In A Shifting World | N18M
HSBC strategists advise investors to lean into geographic, sector and asset-class diversification to manage geopolitical noise and structural shifts, with Asia—especially India—favored outside the US. They highlight trends including a weakening dollar, reshaped supply chains, onshoring in industrials and accelerating...
Japan Mines Pacific Seabed to Loosen China's Grip on Rare Earths | FT #shorts
Japan announced an ambitious deep‑sea mining program to extract rare‑earth elements from the Pacific seabed, aiming to blunt Beijing’s stranglehold on critical minerals. The initiative centers on the Minami Torihama deposit discovered in 2011, located about 1,900 km southeast of Tokyo within...
Hedgeye NexGen | Inflation (Iran Conflict Edition)
The Hedgeye NextGen episode, hosted by Ryan Richie and Jose, examined how the ongoing Iran‑Houthi conflict is feeding a new wave of inflation by disrupting oil flows through the Strait of Hormuz. The hosts showed WTI crude jumping from roughly $60...
What Is Iran’s ‘Ace in the Hole’ | FT #shorts
The video examines the United States and Israel’s strategy to cripple Iran’s missile and drone production, questioning whether such a campaign can fully neutralize Tehran’s retaliatory capacity. It highlights the sheer scale of the offensive – the U.S. alone reported...
Iraq, Oil, and a Break for Chevron || Peter Zeihan
The video discusses Chevron’s potential takeover of Iraq’s West Kerna oil field, a roughly 500,000‑barrel‑per‑day asset that could become the company’s largest overseas acquisition in years. The field, operated for two decades by Russia’s Lukoil, was nationalized after U.S. sanctions cut...
How the War Is Impacting the Markets
The Investment Committee convened to assess how the war in Iran is reshaping global markets. Oil prices surged as supply concerns intensified, while equities across the region experienced sharp volatility. Managers are tightening risk controls, shifting capital toward safe‑haven assets,...
Access Middle East - 12-Mar-26
CNBC’s Dan Murphy hosted a one‑hour Access Middle East livestream focusing on the region’s massive investment flows and its role as a global energy hub. The program highlighted that capital originating from the Middle East now exceeds $200 billion annually, fueling...
Inside India - 12-Mar-26
India’s economy is accelerating toward a top‑five global position, driven by robust domestic consumption, a burgeoning tech ecosystem, and expanding manufacturing capabilities. The country’s youthful workforce and rising middle class are fueling demand across sectors, while foreign direct investment reaches...
The China Connection - 12-Mar-26
Emily Tan will host "The China Connection" livestream on March 12, 2026, delivering a one‑hour deep dive into China’s economic performance, technology advances, policy shifts, and business developments. The program runs from 10:00 to 11:00 Singapore/Hong Kong time and is...
Analysis: Key Points From China's National People's CongressーNHK WORLD-JAPAN NEWS
Chinese officials concluded a week‑long session of the National People’s Congress, outlining the political and economic agenda for the next five years. The plan prioritises high‑tech self‑sufficiency, fiscal prudence, and social stability while signaling a more assertive foreign policy stance....