In this episode of the Global Alpha podcast, Richard and Kai discuss the current state of global markets, focusing on political instability, particularly in Europe and South America, and its implications for investors. They delve into the tech sector's performance, highlighting significant earnings reports and stock movements, especially in companies like Oracle and Tesla. The conversation also covers the anticipated rate cuts from the Federal Reserve and their potential impact on the economy and markets. Finally, they touch on the upcoming earnings schedule and the importance of real-time market insights for investors.