Intro

Markets navigate fresh trade headlines and tech disruption: Unlimited’s Bob Elliott and G Squared Capital’s Victoria Greene weigh in on market sentiment and positioning. Our Kate Rooney reports on whether the Trump agenda could chill Silicon Valley’s startup pipeline through its attacks on higher education. Shaun Maguire of Sequoia Capital joins exclusively from the Reagan National Economic Forum to discuss venture capital and the tech ecosystem, including his firm’s exposure to Musk-led companies like SpaceX, xAI, and The Boring Company. Home Depot CFO Richard McPhail speaks exclusively on how tariffs are impacting retail and housing, and Tim Sloan of Fortress gives a read on the real estate market.