China Just Shocked The AI Race | Macro Mondays: July 20, 2026
About this episode
Andreas Steno and Mikkel Rosenvold discuss the impact of China's AI advancements and geopolitical tensions on the market.
Andreas Steno and Mikkel Rosenvold are back to examine the latest market topics, from how Kimi AI's breakthrough is reshaping the AI investment narrative to how escalations between the U.S. and Iran are reshaping energy markets. And what of Donald Trump's renewed accusations against China? Andreas and Mikkel get into it all. Today’s sponsor is Plus500 US. Take your trading to the next level with cross-market contracts, from precious metals to key indices, and more. Whether you’re a seasoned trader in the Futures arena or brand new, Plus500’s user-friendly trading platform offers you the advanced tools, market insights, and quick execution you’ve been looking for. Get started with Plus500 for as little as $100 at https://us.plus500.com. Trading in futures involves the risk of loss. Let Monarch do your financial 'spring cleaning' for you! Use code REALVISION at Monarch.com to get your first year half off at just $50.🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe Timestamps:01:30 - Kimi AI Shock: Has China Taken the Lead?02:28 - Kimi K3 vs ChatGPT and Claude: What the Benchmarks Really Show05:30 - Why China’s AI Catch-Up…
People in this episode
Hosts: Andreas Steno, Mikkel Rosenvold
Topics covered
- AI investment
- China's AI advancements
- U.S.-Iran relations
- energy markets
- market sell-off
- oil supply disruption
Keywords
- Kimi AI
- AI race
- energy markets
- Donald Trump
- oil prices
- market sell-off
- China
- U.S.
- Iran
Sponsors
Plus500 US, Monarch
Mentioned in this episode
Organizations: Kimi AI
Places: China, U.S., Iran
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