Traders Run For Cover as US Prepares Hormuz Blockade | The China Show 4/13/2026

Watch on YouTube ↗  |  April 13, 2026 at 06:18  |  1:34:59  |  Bloomberg Markets
Speakers
Dan Ives — Star Analyst at Wedbush
John Bolton — Former US National Security Advisor / Ambassador

Summary

The video covers the aftermath of failed U.S.-Iran peace talks and the announcement of a U.S. naval blockade of the Strait of Hormuz, which has led to a surge in oil prices and market volatility. Experts discuss the implications for energy markets, global growth, and specific investment opportunities in Asian semiconductors, Chinese consumer stocks, and U.S. technology. The program also touches on political developments in Hungary and Taiwan, as well as the impact of high energy costs on Asian rice production.

  • Failed U.S.-Iran talks lead to U.S. announcement of a naval blockade of the Strait of Hormuz.
  • Oil prices surge above $100, while equity markets show mixed reactions.
  • Experts analyze the geopolitical and economic implications, including potential for further conflict and inflation.
  • Investment ideas focus on Asian semiconductors, Chinese consumer stocks, and select U.S. tech companies.
  • China announces goodwill measures towards Taiwan following a meeting with opposition leader.
  • Hungary's Prime Minister Viktor Orban loses election after 16 years in power.
  • High fuel and fertilizer costs threaten rice production in Asia.
Trade Ideas
Isaac Thong 35:27
Taiwan and South Korea semiconductor stocks attractive.
Taiwanese semiconductor companies and South Korean memory chip makers are a good avenue to tap both quality and income and growth, as they are the backbone for global AI, enabling the AI revolution with strong demand from hyperscalers, and they strike a good balance between compounding earnings and returning income to shareholders.
EWT SMH HIGH
Isaac Thong 36:34
Chinese consumer stocks offer value and income.
Chinese consumer companies and certain industrial companies are attractive due to the rising middle class, good management quality, strong cash flows, and trading at low mid-teens P/E multiples, offering long-term value and high dividend payout ratios.
FXI HIGH
Dan Ives Star Analyst at Wedbush 75:19
U.S. software stocks oversold due to AI fears.
U.S. software companies like CrowdStrike and Palo Alto are being sold off due to fears of AI competition (anthropic), but they are not being replaced and the sell-off is overdone, representing a huge opportunity as they remain foundational to the AI revolution.
PANW CRWD MED
Dan Ives Star Analyst at Wedbush 77:34
Tesla bullish on autonomous robotics and AI.
Tesla is focused on autonomous robotics and is a key AI play, with potential future merger with SpaceX, making it a bullish investment despite near-term demand challenges.
TSLA HIGH
Dan Ives Star Analyst at Wedbush 78:12
Chinese AI stocks like Alibaba attractive.
Chinese AI plays, such as Alibaba, benefit from China's cheap energy and different approach to AI, and Alibaba is expected to reach $210, representing a way to play the China AI theme.
BABA HIGH
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This Bloomberg Markets video, published April 13, 2026, features Isaac Thong, Dan Ives discussing EWT, SMH, FXI, PANW, CRWD, TSLA, BABA. 5 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Isaac Thong, Dan Ives  · Tickers: EWT, SMH, FXI, PANW, CRWD, TSLA, BABA