Telis Demos, a Heard on the Street columnist for The Wall Street Journal, dives into the implications of falling mortgage rates and the highly publicized U.S. TikTok deal, exploring ownership and political concerns. He also reveals insights on JPMorgan's credit card strategy and discusses the booming private market investments in 401(k)s. The conversation further touches on the frenzy around pre-revenue stocks, the AI capital expenditures arms race, and implications for the broader economy. A juicy mix of finance, tech, and market trends!
