Ray Dalio, founder of Bridgewater Associates, shares insights on macro risks, sovereign debt, and his concerns about a bubble in the AI market, likening it to the 1920s. Meanwhile, Ken Moelis, executive chairman of Moelis & Company, discusses the booming M&A landscape and the potential for massive investments in Saudi Arabia's AI sector. They explore the risks of wealth concentration and the impact of political polarization on markets, while also highlighting the impressive valuation surge in Microsoft and its implications for tech investment.
