Intro

- David Kelly, Chief Global Strategist at JPMorgan Asset Management
- Tiffany Wilding, Economist at PIMCO
- Waldemar Szlezak, Partner and Global Head: Digital Infrastructure at KKR
- Tom Michaud, CEO at KBW

David Kelly, Chief Global Strategist at JPMorgan Asset Management and Tiffany Wilding, Economist at PIMCO, react to CPI and discuss inflation, the labor market, and the outlook for interest rates. Waldemar Szlezak, Partner and Global Head: Digital Infrastructure at KKR, joins to talk about AI and data center investing. Tom Michaud, CEO at KBW, joins to talk about his business operations, the economic environment, and remembering 9/11.

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