Surging demand for Asia’s AI hardware, America’s frontier-market origin story, rethinking US exceptionalism, getting Brazil to grow at 4.0%, intro to infrastructure debt, more fund updates, etc.
Chokepoints in the South China Sea + Malacca Straits, Taiwan AI concentration risks, trouble w/ index based Indonesia/Malaysia country ETFs, Central Asia's opening markets, June/Q2 fund updates, etc.