SOTS 2nd Hour: Alphabet’s Big Beat, Super Micro Tanks, Exclusive: Ray Dalio 10/30/24

Ray Dalio, the founder of Bridgewater Associates and a titan in macroeconomics, joins the discussion. He shares his insights on the evolving landscape of global markets, addressing factors like political polarization and technological advancements. The conversation also highlights Alphabet's strong earnings propelled by cloud growth and AI, alongside Super Micro's stock struggles following auditor resignation. Additionally, Dalio explores electricity demand driven by AI advancements, giving a glimpse into future investment challenges and opportunities.