Mark Heppenstall, President and CIO of Penn Mutual Asset Management, Ecaterina Bigos, CIO of Core Investment at AXA Investment Managers, and Eric Holcomb, Governor of Indiana, delve into the impact of Big Tech earnings, especially around AI investments. They discuss the pressure on tech firms to monetize AI and the Federal Reserve's monetary policy amid strong U.S. GDP growth. The conversation also touches on the evolving financial markets, geopolitical tensions, and innovative initiatives in Indiana that connect local and global research efforts.