BOARD OF CHANGEMAKERS: GEOECONOMICS

The panel discusses various topics, starting with Bill Ackman's social media activity and his views on the New York mayoral election. Christian Amann elaborates on Qualcomm's AI strategy and potential AI investment opportunities. Jamie Dimon explains JPMorgan's decision to build its own building and the importance of in-person collaboration. George Elnery discusses HSBC's global presence and the challenges of navigating national requirements, especially in China. Larry Fink highlights capital flows, noting significant interest in Saudi Arabia and the growing importance of tokenization and digitization. Patrice Motsepe discusses gold as a reliable source of wealth and the investment potential in Africa. Scott Nuttall discusses the private equity landscape and attractive investment areas like infrastructure. Lubna Ollian emphasizes the positive changes in Saudi Arabia for investors, particularly in real estate, technology, and healthcare. The discussion concludes with Steve Schwarzman and David Solomon commenting on US-China relations, debt and economic growth, and the value of the dollar.