Momei Qu, PSP Growth MD, focuses on growth investing and sector-level AI impacts. Terry Haines, Pangaea Policy founder, covers national security, defense contracting and tech regulation. Ed Yardeni, Yardeni Research chief strategist, brings macro and market-cycle analysis. They discuss AI-driven sector rotation, the shift from virtual to physical investments, gold and bond diversification, Anthropic-defense tensions, and Asia’s AI momentum.
