Trump Says China Offered Iran Help After Ship Seizure | Horizons Middle East & Africa 5/15/2026

Watch on YouTube ↗  |  May 15, 2026 at 07:05  |  48:06  |  Bloomberg Markets
Speakers
Ryan Lemand — Financial Analyst

Summary

The Trump-Xi summit in Beijing yielded few tangible commercial deals, with Taiwan overshadowing Iran talks. The Strait of Hormuz remains effectively shut, keeping oil prices elevated and fueling inflation concerns. Investor Ryan Lemand of Neovision Wealth Management advises avoiding the US tech/AI bubble and instead favors gold, Swiss equities, and emerging markets like Brazil. The episode also covers Israel-Lebanon negotiations and UK political instability as Andy Burnham challenges PM Starmer.

  • Trump and Xi concluded a 36-hour summit with limited commercial deals, notably fewer Boeing jet orders than expected.
  • China issued a blunt warning to the US over Taiwan, overshadowing discussions on Iran.
  • The Strait of Hormuz remains effectively shut, with only a trickle of vessels passing through, supporting oil near $107/barrel.
  • Rising oil prices are stoking inflation fears, with US CPI and PPI surprising to the upside.
  • Israel and Lebanon began a third round of direct negotiations in Washington amid a shaky ceasefire.
  • In the UK, Labour mayor Andy Burnham moved closer to a parliamentary seat, potentially challenging PM Starmer.
  • Ryan Lemand recommends avoiding US tech/S&P 500 due to bubble risks from retail trading and zero-day options.
  • Lemand holds 25% of his portfolio in gold and favors Swiss equities and Brazil for geographic diversification.
Trade Ideas
Ryan Lemand Financial Analyst 18:47
Avoid US tech/AI bubble.
The US tech trade, including the S&P 500 which is heavily tech-weighted, is a bubble driven by retail investors using zero-day options and excessive liquidity. The business models of AI are questionable. Neovision Wealth Management stays away from this trade.
SPY HIGH
Ryan Lemand Financial Analyst 19:03
Gold outperforms S&P as inflation hedge.
Gold has outperformed the S&P 500 over 1, 2, 3, and 5 years and serves as an inflation hedge. Neovision Wealth Management holds 25% of its portfolio in gold. With rising inflation from the Iran war and oil price shock, gold remains attractive.
GLD HIGH
Ryan Lemand Financial Analyst 19:14
Swiss equities avoid US tech overvaluation.
Swiss equities offer geographic diversification without the overvaluation of US tech stocks. They are part of a strategy to avoid the AI/tech bubble and invest in less overvalued markets.
EWL MED
Ryan Lemand Financial Analyst 19:14
Brazil offers undervalued emerging market exposure.
Brazil and other emerging markets have performed well without the overvaluation risk seen in US tech. They provide another avenue for geographic diversification away from the AI bubble.
EWZ LOW
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This Bloomberg Markets video, published May 15, 2026, features Ryan Lemand discussing SPY, GLD, EWL, EWZ. 4 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Ryan Lemand  · Tickers: SPY, GLD, EWL, EWZ