
The video begins with veteran strategist Ed Yardeni advising investors to reconsider their heavy overweighting in tech stocks, particularly the โMagnificent Seven,โ which have dominated the market for over a decade. Yardeni highlights increasing competition among these tech giants, especially with new entrants like Googleโs Gemini 3 and DeepSeaโs AI models challenging the status quo.…

Ray Dalio, reflecting on his 32 years of experience visiting Abu Dhabi, praises the UAE as a near-paradise in a troubled world, highlighting its evolution under the leadership of Sheikh Zayed and his successors. He emphasizes the UAEโs growing expertise in asset management, driven by substantial sovereign wealth, which attracts other investment managers and fosters…