Why The Fed Is A Bigger Risk For The AI Boom Than Nvidia

0 November 12, 2026 08:00

"Insight with Haslinda Amin" is a daily news program featuring in-depth, high-profile interviews and analysis to give viewers the complete picture on the stories that matter. The show features prominent leaders spanning the worlds of business, finance, politics and culture.

Chapters:
00:00:00 – Insight with Haslinda Amin Begins
00:01:51 – Nvidia’s board is meeting to discuss Jensen Huang’s future
00:10:43 – Chairman of Rockefeller International and Founder of Breakout Capital Ruchir Sharma on the risks of an AI bubble bursting
00:19:30 – Ruchir Sharma on the case for a 50-basis-point Fed rate hike
00:21:29 – Ruchir Sharma on retail investors fueling the AI stock market boom
00:23:59 – Southeast Asia braces for fallout from the Nvidia crisis
00:26:32 – Prabowo said to accept Indonesia Vice President resignation
00:28:02 – Ruchir Sharma on Indonesia’s depressed valuations and political risks
00:31:27 – Ruchir Sharma on China’s economic troubles and the global impact of overcapacity
00:38:24 – Ruchir Sharma on India’s potential as an alternative to the US AI trade
00:47:50 – Traders focus on who could be the winners and losers from the Nvidia scandal
00:51:55 – Oil prices fall toward two-month low
00:54:20 – Neste President and CEO Heikki Malinen on diesel supply tightness and volatile energy markets
01:04:35 – Nissan CEO Ivan Espinosa on the automaker’s turnaround and challenges in China
01:10:58 – Mastercard Asia Pacific President Richard Wormald on consumer resilience amid higher interest rates
01:12:47 – Wormald on how agentic AI could transform online shopping and payments
01:19:32 – Nvidia scandal threatens to complicate upcoming Trump- Xi meeting
01:22:51 – Gavekal Research Director Laila Khawaja on credibility of espionage allegations in Nvidia crisis
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