David Daglio, a reformed value investor, discusses capital imbalances, investing in bonds, miners, and protecting portfolios. Topics include gold vs gold miners, Jerome Powell's challenges, 10-year yield, AI, copper, nat gas, US vs rest of the world, and macro volatility. Insightful discussion on US exceptionalism, NVIDIA chipsets, global investment opportunities, and self-awareness in investing decisions.

Mark Matthews shares his outlook for Asian markets, Danny Lee discusses Elon Musk's visit to China, David Daglio talks about economic outlook. Topics include Musk seeking approval for driver assistance software, US-China relations, Federal Reserve's struggle with inflation rates, AI impact on tech giants, and investment insights in Asian markets.