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By Rodrigo Santos Andrade
Trillion-Dollar Tech Wipeout; Trump Warns Iran Supreme Leader | Horizons Middle East & Africa 2/5/26
visibility comment0 event February 5, 2026 timer 04:25
A global tech rout snowballs into Asia as mounting anxiety over frothy valuations and massive AI spending drives investors to trim exposure. Also on the show: Precious metals plummet with silver falling sharply and gold sliding, as they struggle to find a price floor. And oil slumps on easing geopolitical risks after the US and Iran confirm talks in Oman, yet President Trump says the Supreme Leader should still be worried. Guests include: Rashmi Garg from Al Dhabi Capital, Deepmind’s Lila Ibrahim, and Ozan Özkural of Tanto Capital Partners.
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:
00:00:00 – Introduction
00:03:46 – AI angst triggers trillion-dollar tech wipeout
00:06:48 – Rashmi Garg, Al Dhabi Capital, Senior Portfolio Manager
00:13:04 – Iran confirms talks with US on Friday
00:17:04 – Lila Ibrahim, Google Deepmind, Chief AI Readiness Officer
00:28:09 – Tech selloff extends to Asia
00:33:28 – Ozan Özkural, Tanto Capital Partners, Founder and Managing Partner
00:40:14 – US backs critical mineral price floors to counter China
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