Musk, Altman Spar Over Stargate; Israel-Hezbollah Truce | Horizons Middle East & Africa 01/23/2025

Elon Musk is questioning whether companies behind US President Trump’s $100B AI investment venture can follow through on their promises. Also on the show: Bloomberg has been told the ceasefire between Israel and Hezbollah in Lebanon should be extended when it expires next week; Ukrainian President, Volodymyr Zelenskiy, tells Bloomberg exclusively any effective peacekeeping force in Ukraine must include US troops; Nasdaq Chair and CEO Adena Friedman says there’s an opportunity for the exchange to work with the Trump administration; South African inflation quickened at a slower pace than expected in December; Argentinian President, Javier Milei, tells Bloomberg exclusively his government would leave the Mercosur bloc if necessary, to cement a free trade agreement with the US; Donald Trump’s video address will come as the World Economic Forum is already winding down, but the US president is still what everyone wants to talk about in Davos; JPMorgan Chase President Daniel Pinto says inflation and geopolitics could derail market optimism; the CEO of ARM says the multi-billion dollar AI initiative unveiled by President Trump has solid financial backing. Guests include: Diana Mousina, AMP, Deputy Chief Economist; Tatjana Greil-Castro, Muzinich, Co-Head of Public Markets.

Horizons Middle East & Africa is your daily spotlight on one of the world’s fastest-growing regions. Live from Dubai, we bring you the latest global markets and analysis, plus news-making interviews, with a special focus on MEA. All that and more, as you head to the office in the Gulf, pause for lunch in Hong Kong, or start your day in London or Johannesburg.

Chapters:
00:03:53 – Musk, Altman spar over Trump’s AI plan
00:08:15 – Israel-Hezbollah ceasefire set to be extended
00:12:17 – Diana Mousina, AMP, Deputy Chief Economist
00:19:01 – Zelenskiy: Peacekeeping force in Ukraine must include US
00:37:24 – South African inflation rose 3% in December
00:41:38 – Javier Milei would exit Mercosur for US deal
00:53:39 – Trump set to address Davos virtually
01:01:27 – Tatjana Greil-Castro, Muzinich, Co-Head of Public Markets
01:13:54 – Inflationary risks in focus at World Economic Forum
01:24:01 – Pinto: Inflation, geopolitics could derail market optimism
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