Bloomberg Tech

Trump Talks US-China Trade, Crypto Billions Vanish

21 snips
Oct 17, 2025
In this episode, Jaya Baloo, Chief Information Security Officer and co-founder of Aisle, dives into the world of cyber threats posed by state-backed actors. She highlights the recent F5 hack and its implications for national security, emphasizing the challenge of detecting long-dwelling intruders. Baloo also discusses Aisle's innovative AI-driven defenses, showcasing how they can rapidly identify and remediate vulnerabilities to counter evolving cyber threats. This conversation sheds light on the critical intersection of cybersecurity and national defense.
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INSIGHT

Tariff Threats Might Not Materialize

  • President Trump signaled that 145% tariffs on China would be unsustainable, reducing the likelihood of extreme trade measures.
  • That comment eased market fears but negotiations remain complex around rare-earths and semiconductor restrictions.
INSIGHT

Supply Chains As Leverage

  • Beijing's rare-earth export curbs aim to pressure the U.S. to relax tech export restrictions.
  • Control of supply chains (rare earths, AI chips, semiconductor equipment) is central to U.S.-China leverage.
ADVICE

Focus On Fundamentals, Not Headlines

  • Zoom out to fundamentals rather than headline tariff noise when assessing tech stocks.
  • Focus on demand and expected earnings growth, not just valuation moves.
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