Anya Manuel, an expert on U.S.-China relations and technology policy, joins Michael Wolff, CEO of Activate Consulting, to discuss TSMC's impressive chip yields at its U.S. plant. They dive into the implications for U.S. semiconductor ambitions and the competitive landscape with China. Courtney Rosen provides insights into the Biden administration's military AI strategy, while Thomas Martin analyzes the earnings and outlook of the Magnificent Seven tech companies. The conversation also touches on the significant funding boost for Waymo and the evolving tech sector.

Experts Ola Landgren, Suzanne Lentzsch, Thomas Martin, and Suzanne Trudel discuss bone disease treatment in myeloma, updates with isatuximab and belantamab mafodotin, and the value of measurable residual disease (MRD) in clinical trials at the iwMyeloma 2024 session. Topics include bisphosphonates, sequencing strategies, drug approval, and the importance of data-sharing in myeloma research.

Guests include Michael McKee and Ellen Wald discussing the impact of oil on US inflation. Matthew Boyle shares the story of MBAs buying small companies. Sumant Sinha talks about renewable energy investing. Thomas Martin provides insight as a portfolio manager. Topics include rising oil prices, Entrepreneurship Through Acquisition, advancements in renewable energy technologies, treasury trade outlook, and the performance of mega-cap stocks.