EPISODE · Jun 30, 2026 · 5 MIN
Why is China not participating in the AI theme?
from The Macro Minute with Darius Dale · host 42 Macro
Today, we examine why markets may be dramatically underestimating China's long-term AI potential, despite its strategic advantages in critical minerals, open-source AI, and political capital. We also explore whether growing signs of excess in the U.S. AI trade—including circular financing, crowded positioning, and delayed IPOs—could signal a deeper correction ahead.
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The Macro Minute is a daily morning podcast of what 42 Macro Founder & CEO Darius Dale is seeing in the overnight markets and where he\'s focused before the US stock market open.
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Why is China not participating in the AI theme?
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