Alli McCartney

Allie McCartney, a UBS wealth management professional, shares her insights on market trends and the importance of investment strategies. Brent Thill, a Jefferies analyst with a sell rating on Palantir, discusses the tech sector's challenges. The conversation highlights Target's leadership changes amid declining sales, the contrasting retail performances, and the implications of rising interest rates. They also tackle Palantir's significant stock pullback and the race to replace Fed Chair Powell, offering predictions on future economic dynamics.

Josh Wingrove, Senior White House Correspondent, provides insights into the tense US-Canada trade negotiations after Trump's tariff threats. Harold J. Krent discusses recent Supreme Court rulings that expand presidential powers, raising concerns about checks and balances. Alli McCartney shares strategies for investing amidst geopolitical uncertainty, while Michael Loeb dives into the startup landscape and the importance of networking in today's volatile market. The conversation emphasizes the intertwining of legislation, economics, and global dynamics shaping investments.

Alli McCartney, Managing Director of Wealth Management with UBS, shares insights on the market outlook amid geopolitical tensions and rising inflation pressures. Oliver Friesen, CEO of Guardian Metal Resources, emphasizes tungsten's critical role in U.S. defense and its supply chain challenges. They explore how domestic sourcing can affect production and the importance of industry-government partnerships. Additionally, the discussion touches on consumer spending trends, highlighting how economic uncertainty is reshaping retail dynamics.