Portfolio manager Cole Smead discusses the classic title 'Money Masters' by John Train. Topics include the existence of a money mind, the correlation between being born poor and investing success, and the insight that businesses are always dying. They also touch on lessons from T. Rowe Price, identifying with investments, and applying marketing principles in investing.

Exploring US-China economic ties, quant clampdown in China, and perspective on APAC markets. Tech export controls, challenges faced by American firms, and evolving dynamics of US-China relations. Impact of quants in Chinese market, recent market meltdown, and influence on market weaknesses. Insights on Asian investments, real estate, Warren Buffet's investment strategy, and perspectives on passive investing and value stocks.