Saagar Enjeti

Now, so far from the readouts, we haven't gotten anything very specific, but it's not an accident to have Jensen Wong, to have Elon Musk, to have the CEO of Goldman, the CEO of Citi, the CEO of Cargill, all of these people that are there.

This is a trade mission.

This is a 19th century trade mission.

The oligarchs and the capitalists accompany the monarchs along to experience and to plunder

the riches of the Orient.

That's really, except we're probably the ones getting plundered in this scenario.

So that's, I mean, it's pretty clear Trump needs this to go smoothly.

And more importantly, he needs some sort of economic win.

Now, usually the way that this would work in a traditional administration is that for months leading up to this, American envoys would be in China and they'd be working out these memorandums of understanding and

And then Trump and Xi go to the Forbidden City, and they shake hands, and they sign a piece of paper.

That's not how this president operates.

A lot of this is actually going to be discussed face-to-face, vague, you know, oh, China has agreed to invest $3,000 trillion into our economy.

So it is a little bit of a wild card.

But so far, the obsequiousness and the level of respect that Trump is offering to Xi, this is –

It's not just negotiation.

Like, he really does need a lot from him.

He needs him to save his economic skin.

He wants the stock market and all these other things to continue to go up.

And it's also becoming clear they really need them on China.

Sorry, on Iran, is that there are multiple statements now from the Secretary of State and Donald Trump about how Iran, while they claim was not going to be a significant part of this, it absolutely is.