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In this episode of SB Talks, CEO Vincent O'Neill and CIO Nick Ryder, unpack the latest escalation in US-China trade tensions, focusing on China's new rare earth export controls and their global ripple effects. They explore how these restrictions could impact industries from semiconductors to defense, and the strategic scramble for alternative suppliers.
The conversation shifts to OpenAI's circular investment deals, with chipmakers like Nvidia and AMD raising questions about sustainability and bubble-like behaviour in the AI sector. Nick shares insights into the massive energy demands behind AI infrastructure and the uncertain path to profitability. The duo examines gold's sharp rise, central bank buying, and the unusual coexistence of record highs in both equities and safe-haven assets.
Music provided by: Autumn Trumpet Background Corporate by LesFM | https://lesfm.net/ Music promoted by https://www.chosic.com/free-music/all/ Creative Commons CC BY 3.0 https://creativecommons.org/licenses/by/3.0/
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