Fred Neumann, Chief Asia Economist at HSBC, Stephanie Leung, Chief Investment Officer at StashAway, and Morris Reid, Partner at Actum, discuss the intricate interdependencies between the U.S. and Chinese economies amid rising unemployment and recession risks. They dive into the volatility of AI stocks, especially Nvidia, and the essential role of technology in global trade. The guests preview an upcoming high-stakes presidential debate, emphasizing the influence of swing voters and key economic issues that will shape the political landscape.

Economist Fred Neumann and market strategist Herald van der Linde discuss investor sentiment across Asia, focusing on Chinese equities, market dynamics, policy announcements, Asian market performance, and interest rates' impact on the global economy and Asian exports.

Rohini Kosoglu, a venture partner at Fusion Fund and former advisor to President Biden, discusses Trump's ambitious $500 billion AI investment and its implications for infrastructure. Fred Neumann, HSBC's Chief Asia Economist, analyzes how Trump's tariff strategies could affect China and Asian markets. Together, they explore the intersection of AI technology and U.S.-China negotiations, emphasizing the need for collaboration. They also touch on the complexities of China’s economy and how global dynamics could shape future investment strategies.

Former Trump assistant Andrew Giuliani discusses JD Vance as a potential running mate. Topics include the aftermath of an assassination attempt, policy comparisons between Trump and Biden, willingness to serve in Trump's administration, contrasting economic policies in China and the US, and analysis on US markets with a focus on consumer staples caution.

Rana Mitter from Harvard discusses Taiwan's new president. Fred Neumann predicts APAC trading week. Michael Heath covers Iranian President disappearance post-crash. Topics include Taiwan-China relations, cabinet priorities, China's housing measures, global trade tensions, Japanese yen pressure, and Iranian President's helicopter crash.