Bloomberg Tech Tech Traders Shrug Off Maduro Ouster
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Jan 5, 2026 Join Miles Miller, a Bloomberg reporter covering high-stakes courtroom drama, Anna Rathman, the savvy CEO of Grenadilla Advisory, Mike Shepard, a senior tech editor with a geopolitical lens, and Peter Elstrom, who provides insight on global markets. They discuss how tech investors shrugged off the shock of Maduro's ouster, the impacts on U.S.-China trade, and the implications for Taiwan. They also dive into the AI trade momentum and Tesla's challenges in the competitive EV landscape, offering a rich mix of finance and technology insights.
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Markets Look Past Geopolitical Shock
- Markets shrugged off the Maduro ouster and rallied toward an AI-driven trade despite the geopolitical shock.
- Investors shifted to safety plays like gold and bitcoin while bidding up tech stocks, especially AI-related names.
Maduro Move Is A Long-Term Chess Play
- Anna Rathman sees the Maduro move as a long-term geopolitical chess play rather than an immediate market driver.
- Energy stocks may rally on oil expectations, but she warns that isn't a 2026 story for most investors.
Venezuela Changes Trade Leverage
- Rathman argues control of Venezuelan oil shifts strategic leverage in U.S.-China trade and tariff talks.
- That dynamic could strengthen U.S. negotiating power over rare earths and AI chip access.