The US midterm elections have handed Democrats control of both chambers of Congress, triggering a Wall Street rally and raising questions about the outlook for AI regulation, trade and investment. What does the political shift mean for investors? Meanwhile, Anthropic's IPO could become one of the biggest stock market listings in history, but does its potential trillion-dollar valuation make sense? As the US and China compete over rare earth supplies, are MP Materials and Lynas Rare Earths worth watching? And with the Bank of Japan holding interest rates at 1.25%, where are the opportunities in Japanese stocks? Lance Alexander speaks with Arun Pai, Partner, Monk’s Hill Ventures on Money and Me to unpack these developments and the risks investors should consider.