Alicia Levine from BNY Wealth reveals insights on managing $300 billion for clients, market risks, GameStop, rising valuations, and the impact of inflation on the economy. The discussion also covers shifting cash and fixed income investments, housing challenges, and exploring different podcasts for valuable insights.

Alicia Levine, Head of Equities at BNY Wealth Management, shares her insights on the uncertainty surrounding potential Fed rate cuts through 2025 and their implications for risk assets. Jason Furman, Professor of Practice in Economic Policy at Harvard Kennedy School, discusses economic policies under Trump and Harris, exploring how presidential leadership shapes economic outlooks. The duo also delves into the Federal Reserve's cautious stance on interest rates and the potential fallouts of tariffs on consumers and trade.

Market experts Joe Terranova, Brian Belski, and Alicia Levine discuss the recent stock market activity, potential correction, Netflix's upcoming results, and market rotation. Insights on market forces, economic signals, and updates on Domino's, Beyond Meat, Novartis, and Blackstone are also provided.

BNY Mellon's Alicia Levine discusses the 'new normal' of inflation and economic growth in the US. Admiral Stavridis predicts Israel's measured response to Iran's attacks. Citi's Aakash Doshi talks about the rally in gold with a price target of $3,000/oz.

Distressed investing opportunities are discussed, alongside the rise of AI in tech. The distinction between trade of goods and ideas is explored, as well as the role of business in shaping the Republican party.