Indonesia’s Shock Export Controls Catch Traders Off Guard | Insight with Haslinda Amin 5/22/2026

Watch on YouTube ↗  |  May 22, 2026 at 07:24  |  48:02  |  Bloomberg Markets
Speakers
Terri Spath — Founder and CIO, Zuma Wealth
Cathie Wood — Founder/CEO/CIO, ARK Invest
Pandu Sjahrir — Managing Partner, AC Ventures
Alex Zhavoronkov — Founder and CEO, Insilico Medicine
Rita Chan — Co-Senior Country Officer, JPMorgan China

Summary

The video covers Indonesia's new export control framework for coal and crude palm oil, AI-driven drug discovery progress with Insilico Medicine, China's consumption trends, and U.S. market outlook. Terri Spath of Zuma Wealth expresses a bullish view on U.S. equities over the next six months driven by AI optimism, while macro risks like oil and inflation persist.

  • Indonesia's Danantara CIO defends new export body DSI, focusing on transparency and market friendliness for coal and CPO.
  • Insilico Medicine CEO Alex Zhavoronkov highlights AI drug discovery progress, IPO milestones, and a partnership with Eli Lilly.
  • JPMorgan's Rita Chan notes China consumption is recovering but still constrained by real estate and consumer sentiment.
  • Terri Spath expects the U.S. stock market to be higher in six months, supported by AI-driven earnings and productivity gains.
  • Spath warns of inflation and oil as key macro risks that could inject volatility.
  • The rally has narrowed recently, making broad exposure to U.S. equities preferable over concentrated AI bets.
Trade Ideas
Terri Spath Founder and CIO, Zuma Wealth 40:07
US equity market higher in six months
The U.S. stock market is driven by powerful AI-driven optimism, real productivity gains, strong earnings from large-cap tech, and a meaningful capex cycle. Despite inflation sensitivity, oil price risk, and a narrowing rally, the market has the capacity to continue marching higher. Over the next six months, the market will be higher than today, though with volatility from macro risks. Broad exposure to U.S. equities is warranted.
SPY MED
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This Bloomberg Markets video, published May 22, 2026, features Terri Spath discussing SPY. 1 trade idea extracted by AI with direction and confidence scoring.

Speakers: Terri Spath  · Tickers: SPY