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Episode

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

Podcast
Macro Mondays
Published
Jul 19, 2026
Duration seconds
1829
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not_requested
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https://www.buzzsprout.com/2206288/episodes/19520286-china-just-shocked-the-ai-race-macro-mondays-july-20-2026.mp3
Audio
https://www.buzzsprout.com/2206288/episodes/19520286-china-just-shocked-the-ai-race-macro-mondays-july-20-2026.mp3
JSON
/v1/public/podcasts/macro-mondays-6431466/episodes/china-just-shocked-the-ai-race-macro-mondays-july-20-2026
Markdown
/podcast/macro-mondays-6431466/china-just-shocked-the-ai-race-macro-mondays-july-20-2026.md

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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. πŸ”₯ Get 𝗙π—₯π—˜π—˜ π—”π—–π—–π—˜π—¦π—¦ 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 ...