Vlad Savov, Bloomberg Tech Editor in Hong Kong, and Jamie Cox, Managing Partner at Harris Financial Group, discuss the rise of Chinese AI startup DeepSeek and its R1 chatbot. They explore how this innovation has created a stir in the market, erasing nearly $1 trillion from US and European tech stocks. The guests delve into implications for global AI competition, trade sanctions affecting China's tech landscape, and the innovations that could redefine energy technology. This conversation illuminates the friction between emerging AI models and traditional computing.

Guest Jamie Cox, Managing Partner at Harris Financial Group, shares insights on the Federal Reserve's gradual shifts in policy, emphasizing its impact on market trends and inflation expectations. Monika Bičkauskaitė, Public Policy Director at Key Elements Group, discusses the geopolitical implications of recent Israeli military actions against Hamas and Hezbollah. They explore evolving diplomatic efforts in the Middle East and the potential reconfiguration of regional alliances. The dialogue highlights emerging market opportunities amid shifting economic landscapes.