About this episode

Andreas Steno and Mikkel Rosenvold discuss the latest geopolitical tensions in the Middle East, the implications of Korean chip exports on the AI trade, and trends in the U.S.-China rivalry.

Andreas Steno and Mikkel Rosenvold are back with the latest Macro Mondays to discuss the latest escalation in the Middle East and what the impact might be; a slowdown in Korean chip exports and what it tells us about the health of the AI trade; and a worrying new trend in the U.S.-China rivalry. Monarch is the personal finance app that tracks everything – accounts, investments, savings, and spending.  Use code REALVISION at Monarch.com to get your first year half off at just $50.    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. Learn more about your ad choices. Visit podcastchoices.com/adchoices

People in this episode

Hosts: Andreas Steno, Mikkel Rosenvold

Topics covered

• Iran War
• Middle East escalation
• Korean chip exports
• AI trade
• U.S.-China rivalry

Keywords

• Iran War
• Middle East
• Korean chip exports
• AI trade
• U.S.-China rivalry

Sponsors

Monarch, Plus500 US

Mentioned in this episode

Places: Iran, Middle East, Korea, U.S., China

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