Intro

-Trey Beck, Former Managing Director, DE Shaw Investment Management and Democratic Donor/Donor Advisor
-Peter Tchir, Academy Securities Head of Macro Strategy
-Helane Becker, TD Cowen Senior Sector Strategist

Democratic Party Donor Trey Beck discusses the state of financial support for President Biden amid growing concerns over his fitness for a second term. Peter Tchir of Academy Securities shares why the Fed should cut rates as early as July. Helane Becker of TD Cowen discusses how airlines are handling record-high summer travel as demand continues to climb. 

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