China's market rout, Chinese government's priorities and resistance against consumer side stimulus, comparing US and China economies, Disney's streaming business and regulatory risk, 401Ks and investing, national treasure and Apple resale market, the importance of data and addressing global issues

Amanda Lynam, Amy Wu Silverman, and Chris Ailman discuss market skew, bond outlook, and equity bullishness. Topics include global credit outlook, skew in the market, potential soft landing for the US, and equity market outlook. Insights on market dispersion, interest rates, financial resilience of big tech companies, asset allocation strategies, and the impact of remote work on luxury housing market trends.

Google faces challenges with bias in AI tech, sparking controversy. Investors discuss electricity investments and US economy soft landing. Futuristic power demands and market shifts are explored. Transition to sustainable energy sources and AI stock investments are highlighted.