Vance Delays Deal Signing Trip; US Ends Hormuz Blockade | Horizons Middle East & Africa 6/19/2026

Watch on YouTube ↗  |  June 19, 2026 at 07:33  |  46:03  |  Bloomberg Markets
Speakers
Hasnain Malik — Managing Director for Emerging Market Equity & Geopolitical Strategy, Tellimer
Jun Bei Liu — Ten Cap Founder

Summary

The show covers the US-Iran interim peace deal and the end of the naval blockade of the Strait of Hormuz, with oil flows resuming and prices falling. Hasnain Malik identifies the Gulf economies most leveraged to the reopening, while Jun Bei Liu lays out bullish calls on AI supply chain and US financials. Geopolitical tensions involving Israel and UK political developments are also discussed.

  • US and Iran agree a 60-day nuclear negotiation period and ceasefire; US ends Hormuz naval blockade.
  • Oil shipments resume through Hormuz; Brent crude trades around $79/barrel.
  • Hasnain Malik says Kuwait, Qatar, Bahrain, Iraq, and Dubai/UAE are the biggest beneficiaries of Hormuz reopening.
  • Jun Bei Liu advocates investing in the AI supply chain (pick-and-shovel) rather than expensive headline AI names.
  • Liu also likes US financials, citing strong IPO and investment banking pipelines.
  • Israel criticizes the US-Iran deal, adding geopolitical uncertainty.
  • UK by-election won by Andy Burnham intensifies pressure on Prime Minister Keir Starmer.
  • Zimbabwe approves constitutional amendment to extend the president's rule.
Ideas
Hasnain Malik Managing Director for Emerging Market Equity & Geopolitical Strategy, Tellimer 7:13
Buy Gulf states most hurt by Hormuz blockade.
The economies that suffered most from the Strait of Hormuz blockade—Kuwait, Qatar, Bahrain, and Iraq—have the highest leverage to the reopening of Hormuz. More broadly, if a durable ceasefire holds, Dubai's tourist and transport-driven economy is the most geared to the upside.
Kuwait QAT Bahrain USO UAE HIGH
Jun Bei Liu Ten Cap Founder 17:05
Buy AI supply chain, not AI hype names.
Artificial intelligence is changing the world, but picking ultimate winners is hard. Instead, invest in the entire AI supply chain—the 'pick and shovel' plays—because these companies are generating real earnings today and are direct beneficiaries of a massive 40% increase in AI investment projected for 2027. Returns from the supply chain are easier to capture than from expensive top AI names.
SMH HIGH
Jun Bei Liu Ten Cap Founder 19:21
Financials thrive on deal-making boom.
Financials are benefiting from an unprecedented wave of activity, with major IPOs coming and investment banks seeing enormous pipelines in the U.S. and even in smaller markets like Australia over the next 12 months. The environment for financials is very strong as markets move past the Iran war energy shock.
XLF HIGH
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This Bloomberg Markets video, published June 19, 2026, features Hasnain Malik, Jun Bei Liu discussing Kuwait, QAT, Bahrain, USO, UAE, SMH, XLF. 3 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Hasnain Malik, Jun Bei Liu  · Tickers: Kuwait, QAT, Bahrain, USO, UAE, SMH, XLF