Join Rebecca Patterson, former chief strategist at Bridgewater, as she dives into the tech sector's current momentum. She discusses how major players like Meta and Nvidia are shaping market dynamics and the impact of their AI investments. The conversation also addresses the economic fallout from California's wildfires and its implications for the housing market, highlighting the rising costs for displaced residents. Patterson's insights offer a compelling look at the intersection of tech growth and macroeconomic trends.