China Just Shocked The AI Race | Macro Mondays: July 20, 2026

Real Vision: Finance & Investing

Real Vision

Investing, Business, Business News, News

4.1 • 1.1K Ratings

🗓️ 20 July 2026

⏱️ 32 minutes

🔗️ Recording | Apple Podcasts | RSS

🧾️ Download transcript

Summary

Andreas Steno and Mikkel Rosenvold are back to examine the latest market topics, from how Kimi AI's breakthrough is reshaping the AI investment narrative to how escalations between the U.S. and Iran are reshaping energy markets. And what of Donald Trump's renewed accusations against China? Andreas and Mikkel get into it all. Today’s sponsor is Plus500 US. Take your trading to the next level with cross-market contracts, from precious metals to key indices, and more. Whether you’re a seasoned trader in the Futures arena or brand new, Plus500’s user-friendly trading platform offers you the advanced tools, market insights, and quick execution you’ve been looking for. Get started with Plus500 for as little as $100 at https://us.plus500.com. Trading in futures involves the risk of loss. Let Monarch do your financial 'spring cleaning' for you! Use code REALVISION at Monarch.com to get your first year half off at just $50.🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe Timestamps:01:30 - Kimi AI Shock: Has China Taken the Lead?02:28 - Kimi K3 vs ChatGPT and Claude: What the Benchmarks Really Show05:30 - Why China’s AI Catch-Up Could Boost Hardware Demand08:22 - Software vs Semiconductors: Who Actually Loses From Cheaper AI?14:39 - Momentum Crash: What Triggered the Sell-Off in AI Stocks?16:43 - Iran War Escalates as the IRGC Rebuilds Its War Chest21:24 - How Long Can the US Withstand the Oil Supply Disruption?23:45 - Why Oil Is Unlikely to Break Above $100 Again28:06 - Semiconductors, AI Infrastructure, and the Next Portfolio Opportunities #macro #andreassteno #macromondays #realvision #mikkelrosenvold Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

Click on a timestamp to play from that location

0:00.0	Some time it may be good, sometimes maybe shit.
0:02.6	It's Macro Mondays, big picture, clear play, stocks, bonds, FX, crypto on the way, get context
0:13.3	with satiety right now on your screen, Macromondays, level up your week. Oh, yeah.
0:22.7	Hello out there.
0:23.6	Welcome to Real Vision.
0:25.3	Welcome to Macro Mondays.
0:27.8	My name is Miloosemal.
0:29.0	I'm your usual host,
0:30.1	and I'm joined by the returning Andres Steno back from vacation in France.
0:34.8	How are you, Andreas?
0:36.5	Good.
0:37.0	It's nice to be back. You know, the temperatures here fit my weight a little bit better.
0:44.4	Let me just put it like that. And maybe the momentum in markets as well, Andreas, looking
0:50.5	decently this morning, Andreas. Let's dive straight into the topic on everyone's agenda this weekend,
0:57.7	the Kimi scare.
0:59.2	I want to get your take on it.
1:00.5	You wrote an entire piece on it this morning.
1:02.9	Has China taken over the leadership in the ARAs?
1:06.7	No.
1:07.3	Next question.
1:08.8	I mean, of course, I think it's the first time that we've seen China leading the race
1:15.9	in one subcategory in the arena AI scoring methodology, but they don't lead the race overall.
	...

Transcript will be available on the free plan in 21 days. Upgrade to see the full transcript now.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from Real Vision, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Real Vision and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.