Investors Hunt for AI Winners and Losers | The China Show 2/24/2026

“Bloomberg: The China Show” is your definitive source for news and analysis on the world’s second-biggest economy. From politics and policy to tech and trends, Yvonne Man and David Ingles give global investors unique insight, delivering in-depth discussions with the newsmakers who matter.

Chapters:
00:00:02 – Bloomberg: The China Show opens
00:01:12 – Breaking: China’s loan prime rates kept unchanged
00:03:46 – Nassim Taleb, Citrini Research fuel AI scare trade 
00:06:25 – Interview with Citrini report co-author Alap Shah
00:24:33 – AllianceBernstein’s David Wong on markets outlook
00:36:42 – Black Swan’s Nassim Taleb warns on AI
00:42:44 – Bloomberg Economics: China’s fight has shifted away from tariffs
00:55:21 – Investors weigh AI disruption concerns, tariff uncertainty
00:58:34 – Breaking: China targets Japan defense companies in export ban
01:01:32 – Eastspring Investments’ Ray Farris on impact of US tariff uncertainty
01:10:18 – Panama to occupy ports after court scraps CK Hutchinson deal
01:17:15 – Anthropic takes aim at Chinese AI models
01:29:13 – JPMorgan’s Dimon says AI fears overblown
01:30:31 – China targets Japan defense companies in sweeping export ban
01:32:41 – Trump says Iran strike would be ‘easily won’
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