Terri Spath, founder and CIO of Zuma Wealth, shares insights on the recent surge in Chinese stocks in Hong Kong, driven by government stimulus. Katie Roof discusses the implications of OpenAI's massive $6.6 billion fundraising round and its impact on the AI investment landscape. Meanwhile, Charles Stewart III offers expert analysis on how vice presidential debates shape public perceptions and future election outcomes, emphasizing the balance between civility and effective campaigning.

Tim Moe, Chief APAC Regional Equity Strategist at Goldman Sachs, Vance Howard, CEO & Portfolio Manager at Howard Capital Management, and Terri Spath, Founder of Zuma Wealth, dive into the evolving economic landscape. They analyze the potential soft landing for the US economy while discussing shrinking recession fears. The conversation shifts to the latest earnings from Alibaba and JD.com, exploring market reactions and investment strategies amid China’s consumer challenges. They also forecast promising growth for the S&P 500 and emphasize resilience in dividend stocks.

Stephanie Leung, Charu Chanana, and Terri Spath discuss the weakening Japanese yen and potential interventions, impact on Japanese consumers, AI and computing boom, and analysis of the yen's impact on Japan's equity story and US equity markets. The conversation also covers the Federal Reserve's rate cut decision, economic indicators, and strategies for hedging and diversification in the market.