Yen Carry Trade, Recession odds grow, Buffett cash pile, Google ruled monopoly, Kamala picks Walz

The discussion kicks off with Japan's yen carry trade unraveling, spotlighting the country's unique economic challenges. Growing recession odds are explored, raising the question of whether the U.S. is in a hidden recession. Warren Buffett's surprising decision to sell Apple and bolster Berkshire's cash holdings takes center stage, alongside a significant antitrust ruling against Google. The political landscape heats up with Kamala Harris choosing Minnesota's Governor Walz as her running mate, stirring speculation about potential election dynamics.