Jay Hatfield, CIO at Infrastructure Capital Management, and Mary Nicola, a Bloomberg M-LIV Strategist in Singapore, dive into the dynamics of the Democratic National Convention. They discuss Kamala Harris's energizing candidacy and the impact of key speeches on markets. The conversation shifts to the Federal Reserve's softer stance, boosting mega cap tech stocks and affecting the dollar. They also analyze Nvidia's market influence and the implications of geopolitical tensions, emphasizing the significance of collaboration in driving business success.