24 September 2026
A global bond rout sends the 30-year yield to a 22-year high. President Trump and China President Xi meet today after extending the US, China trade truce. Elizabeth Economy breaks down Washington’s fading leverage over Beijing. Plus, oil surges as tensions with Iran escalate. And tech billionaire Vinod Khosla joins us on why America can’t slow the AI race. Chapters: 00:00:00 - Open Interest begins 00:00:38 - Global Oil Prices & Middle East Tension 00:01:17 - US-China Summit & Trade Truce Extension 00:02:15 - Meta Unveils Muse Companion & AI Hardware 00:06:05 - Top Wall Street Calls 00:06:56 - Oracle's Force Majeure Notice 00:08:49 - Trump Welcomes Xi Jinping to White House 00:16:47 - Vinod Khosla on AI Competition 01:16:10 - Elizabeth Economy on US-China Summit 01:25:31 - Nilam Ganenthiran on AI Safety
