Ed Butowski

Ed Butowsky, managing partner at Chapwood Investments, discusses the excitement surrounding Advanced Micro Devices' deal with OpenAI, exploring potential revenue growth and the risks of an AI bubble. He highlights the market's reactions, including rising gold prices and shifts in the dollar's value. Gearoid Reidy, a Bloomberg Opinion columnist, analyzes the implications of Sanae Takaichi becoming Japan's first female leader, her economic views, and public sentiment, while addressing concerns about her pragmatic approach and the challenges ahead in forming a coalition.

Sean Darby, Managing Director at Mizuho Securities Asia, shares insights on Japan's recent market performance and the impact of political changes following a significant election loss. Ed Butowsky, Managing Partner at Chapwood Investments, discusses the waning US market rally amid earnings season, focusing on tech giants like Nvidia, Tesla, and Alphabet. Both guests explore the implications of tariffs on various sectors and investment opportunities in artificial intelligence and bonds, offering a comprehensive look at the shifting economic landscape.