Pompeo defends Trump's tariff and Iran strategies, arguing they are legitimate policy tools. He dismisses the idea of a US-Israel split on Iran, calls China an adversary, and asserts Taiwan is not a bargaining chip. He sees the US as essential to global stability and is confident in American leadership.

Nanavati sees the strongest deal-making market in 3-4 years across Asia, driven by AI capex and productivity gains. He warns that a prolonged energy crisis (3+ months) and tariff disturbances could derail the momentum. He is structurally bullish on India long-term but sees short-term risks, and is upbeat on Southeast Asia due to digital infrastructure and China+1 manufacturing.

Turkish Foreign Minister Fidan is confident both the US and Iran are sincere about wanting a ceasefire and reopening the Strait of Hormuz, but he is not sure about Israel's intentions. He hopes a ceasefire can be reached and warns against a resumption of US attacks on Iran, which would have severe global economic impacts.

Bloomberg reporter Anthony Stevens notes a flood of US cash into the AI ecosystem, driving outperformance in Taiwan, Japan, and China hardware markets. He highlights a growing dispersion between AI-exposed markets (up) and developing economies (down). He argues the AI trade is resilient to tariff shocks because AI revenues are growing in the hundreds of percent.