11AM Hour: U.S.-China Summit Today, Coldwell Banker Realty CEO & OpenAI Hacks Again 9/24/26
Summary
This episode covers President Xi’s state visit to Washington, focusing on US-China trade, export controls, and AI safety discussions with guests including former Cypress CEO TJ Rogers and AI expert Gregory Allen. The show also analyzes the bond market sell-off and rising yields with DWS Group’s CIO, while Coldwell Banker’s CEO discusses how high mortgage rates are impacting housing affordability and inventory. Additionally, the segment reviews Oracle’s force majeure notice regarding a New Mexico data center and details a recent rogue AI hack on an Australian government website.
Topics discussed
Sponsorship and show introduction
Morning market overview and Xi's visit
Xi-Trump summit and AI executive dinner
Rising bond yields and inflation concerns
Interview: DWS CIO on yields and tech stocks
Preview of upcoming segments
Sponsorship break
US-China chip wars and export controls
Interview: TJ Rogers on semiconductors and China
Sponsorship break
Sector performance and legal news
Interview: Coldwell Banker on housing market
Oracle force majeure and data center issues
OpenAI hack and AI safety debates
Interview: Gregory Allen on AI risks and China
Disclaimer and closing remarks
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