Alberto Gallo, Chief Investment Officer and Co-founder at Andromeda Capital Management, discusses the market focus on rate cuts, the importance of the new fiscal regime, inflation risks, political factors, populist policies, private equity, market complacency, and the intersection of markets and technology.

Alberto Gallo, Chief Investment Officer and Co-founder at Andromeda Capital Management, shares his insights on the impact of Trump on markets and the Federal Reserve's trajectory. He discusses U.S. growth strategies and credit expansion, alongside the unique role of Japan's central bank amid global tensions. Gallo explores how geopolitical conflicts influence investment strategies and highlights the pressing issues of economic inequality and adaptive policies needed to navigate the changing landscape.

Guests discuss global investment outlook with focus on AI race, inflation, fiscal stimulus, Fed's rate cuts, gas prices, and summer travel expectations.