Annabelle Droulers, a tech reporter in Hong Kong, and David Waddell, CEO and Chief Investment Strategist, dive into the possibility of Elon Musk acquiring TikTok's U.S. operations amidst regulatory challenges. They discuss TikTok’s algorithm and the impact of U.S.-China tensions on its sale. The conversation shifts to market dynamics, economic forecasts for 2025, and the contrasting performance of the financial and tech sectors. They also touch on the importance of mental health in personal and professional realms.

Timothy Fiore, Chair for ISM’s Manufacturing Business Survey Committee, shares insights on unexpectedly strong manufacturing data and its implications for the economy. David Waddell, CEO and Chief Investment Strategist at Waddell & Associates, discusses market outlook amid shifting political landscapes. Enrique Gonzalez, BNEF Head of US Gas Research, examines the future of U.S. LNG exports and the impact of policy changes. The conversation highlights Intel’s CEO dismissal and broader market dynamics driven by geopolitical uncertainty.

David S. Waddell, CEO and Chief Investment Strategist at Waddell & Associates, brings his expertise in macroeconomic forecasting to discuss the global economic shifts spurred by the Trump administration. He delves into how tariff wars impact emerging markets, particularly India, while analyzing AI’s potential to reshape productivity. Waddell remains optimistic about India’s growth story and offers insights into why certain economic indicators hold promise amid uncertainty. His perspectives on investment opportunities in India are both enlightening and thought-provoking.