Eugene Munster, Co-founder of Deepwater Asset Management and a tech investment expert, delves into today's transformative moment in technology. He highlights the revolutionary potential of AI, likening it to past advancements like electricity and the internet. Munster discusses investment strategies focused on AI, emphasizing performance differences between hardware and software. He also explores Snowflake's role in AI-driven data management and the essential human qualities in asset management that technology can't replicate.

Gary Cohn, former chief economic advisor to President Trump and IBM Vice Chair, shares insights on the complexities of economic policy-making. He discusses the importance of selecting the right Treasury Secretary, emphasizing how past transitions influence present decisions. Cohn reveals the urgency faced by the economic team, shifting focus from tax policies to healthcare. He also highlights the market dynamics during Trump's presidency and the challenges of navigating interest rates and national debt, providing a candid view of governmental economic strategies.

Eric Schmidt, former CEO of Google, dives into his new book, "Genesis: Artificial Intelligence, Hope, and the Human Spirit." He discusses the dual nature of AI—its ability to enhance productivity while also raising serious risks, particularly in military settings. Schmidt highlights the intense AI arms race between the U.S. and China, examining the implications for future warfare and the need for America to maintain leadership in AI innovation while adapting to the societal challenges it poses.

Caroline Hyde, co-host of Bloomberg Technology, dives into Nvidia's recent revenue forecast that fell short of expectations. She discusses the challenges Nvidia faces in AI hardware innovation, including overheating issues and the complexities of scaling laws. The conversation shifts to the impact of elevated market expectations on investor sentiment and Nvidia's stock performance. Hyde also highlights the substantial increase in Nvidia's R&D spending and the evolving dynamics of market demand, revealing its implications for future growth.

Cristiano Amon, President and CEO of Qualcomm, shares insights on diversifying the company's focus beyond smartphone chips into automotive and IoT markets. He discusses projected revenue growth of $22 billion by 2029 and the importance of capitalizing on technology demand in vehicles. Amon also navigates the complexities of the semiconductor sector in China amidst geopolitical tensions, emphasizing Qualcomm's resilience. He reassures investors about strategic shifts away from Apple, exploring new opportunities in AI and premium devices.

David Malpass, the former president of the World Bank and a seasoned financial executive, shares insights on how a second Trump term could reshape the global economy. He delves into the potential shifts in U.S.-China relations and the impact of tariffs on trade. Malpass discusses the significance of energy production and logistics challenges, highlighting the U.S. as a leading energy player. He further examines the need for effective governance and the role of external expertise in navigating economic dynamics, all while promoting the value of personal growth through therapy.

Howard Marks, co-chairman and co-founder of Oaktree Capital Management, shares his unique investment insights and contrarian strategies. He discusses seeking bargains in China's economy while others steer clear, emphasizing the potential in 'uninvestable' assets. Marks also reflects on market valuations and the importance of bottom-up investment strategies in a politically charged landscape. He touches on the impact of the Trump presidency on market sentiment and the ongoing challenges in China's economic recovery, maintaining a hopeful perspective on future opportunities.

Greg Brow, Chairman and CEO of Motorola Solutions, shares insights on the company's impressive stock performance in the tech sector. He discusses the strategic shift from hardware to AI-driven software services, highlighting innovations in public safety technologies. Brow also touches on navigating tariff challenges through restructuring and the importance of mental health awareness in the workplace, illustrating how a supportive environment enhances both employee well-being and company resilience.

Jorge Perez, a billionaire real estate developer and CEO of The Related Group, shares insights on Florida's real estate boom. He highlights Miami's transformation into a prime investment hub, flourishing due to political changes and growing interest from international buyers. The discussion touches on the critical impact of immigration policy on the construction industry, emphasizing the reliance on immigrant labor. Additionally, Perez analyzes how trade policies and interest rates shape market dynamics, alongside challenges like rising construction costs and pandemic-related supply chain issues.

Bonnie Chan, CEO of the Hong Kong Stock Exchange, shares insights on the HKEX Connect Summit and celebrates a decade of cross-border stock links. She discusses impressive growth in trading volumes and potential new products like bonds and ETFs. The conversation dives into the resurgence of Hong Kong's IPO market, highlighting strategic timing for capital raising. Chan emphasizes the importance of market resilience amidst political changes and the ongoing enhancements in trading infrastructure, signaling a bright future for the Connect program.