Here's my latest interview,recorded yesterday 8/5/26 with Angelo Robles @familyoffice. It's a long one so you may want to break it up.Covered a lot of ground,including macro,markets & more.

AI is no longer just about models. At The Capital Circle Beijing, leaders from family offices, investors and the global innovation ecosystem explored how AI is reshaping long-term capital, succession, governance and global collaboration. #AI# #HerSymbiosis# #FamilyOffice#

Family offices boosted their stock holdings in the second quarter and trimmed their exposure to real estate and private market investments, according to the latest CNBC Family Office Portfolio Tracker. Single family offices held 37% of their portfolios in stocks in the second quarter, up from 34% in the first quarter, according to the CNBC Portfolio Tracker powered by Addepar, the foundational data and artificial intelligence platform used by financial professionals globally. More:

FAMILY OFFICES JUST MADE THEIR BIGGEST MOVE INTO STOCKS IN YEARS Single-family offices held 37% of their portfolios in public equities in Q2, up from 34% in Q1, per the CNBC Family Office Portfolio Tracker powered by Addepar. Allocations to alternatives fell to 46% from 49%, the largest drop in years. Private companies, real estate, private equity, venture capital and private credit dropped 3 percentage points combined. Cash came down by less than 1 point. The five most commonly held stocks: - Microsoft $MSFT, held by 77% of family offices - Amazon $AMZN, 76% - Google $GOOGL, 76% - Apple $AAPL, 70% - Nvidia $NVDA, 69% Addepar CEO Eric Poirier said the increase in public equities was the biggest quarter-over-quarter shift in three to four years. The data covers hundreds of family offices representing more than $1.4 trillion in assets.

Family offices boosted their stock holdings in the second quarter and trimmed their exposure to real estate and private market investments, according to the latest CNBC Family Office Portfolio Tracker. Single family offices held 37% of their portfolios in stocks in the second quarter, up from 34% in the first quarter, according to the CNBC Portfolio Tracker powered by Addepar, the foundational data and artificial intelligence platform used by financial professionals globally. Learn more:

The family office of Aliko Dangote, Africa’s richest person, will ramp up operations in 2027 as it prepares to become an investment hub for his companies. Bloomberg's @jennzaba spoke to his daughters about the future of the multi-billion dollar empire

Billionaire Azim Premji’s family office led a 10-billion-rupee ($106 million) investment in business lending startup Vegafin Capital, ramping up its bets on artificial intelligence-focused firms

Protecting a family business is one challenge. Preparing the next generation to lead it is another. At #BloombergInvest# Dubai, Halima Dangote, Group Executive Director of @DangoteGroup and Executive Director of Dangote Family Office and International Offices, joins @BloombergTV's @AbeerAO1 to explore how family enterprises are navigating uncertainty, investing for long-term growth and preparing the next generation for leadership. Join us November 12