Intro

- Peter Tchir, Head of Macro Strategy at Academy Securities
- Ed Mills, Washington Policy Analyst at Raymond James
- Pierre Ferragu, Head: Global Technology at New Street Research
- Stephanie Roth, Chief Economist at Wolfe Research

Peter Tchir with Academy Securities talks about whether the market will stabilize amidst a growing global trade war. Ed Mills of Raymond James talks about the geopolitical and economic policies of a second Trump administration, how Republicans and Democrats in Congress are responding, and other Washington-related headlines. New Street Research's Pierre Ferragu discusses the outlook for Big Tech amid market as well as political uncertainty. Stephanie Roth, Chief Economist at Wolfe Research, discusses recent eco data, inflation in the US, and whether the US economy is slowing.

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