In this podcast, guests Ed Yardeni, Jurrien Timmer, Amrita Sen, and Lisa Mateo discuss various topics such as market performance, concerns about earnings, technology and productivity, sector ETFs, peak oil demand, transportation challenges for World Cup finals, and Gen Z payments.

Bob Michele, JP Morgan Asset Management Global Head of Fixed Income says the Fed won't go to 5.75% - 6% rates. Nadia Lovell, UBS Global Wealth Management Senior US Equity Strategist says the earnings recession is over. Ed Mills, Raymond James Washington Policy Analyst weighs in on a looming government shutdown. Amrita Sen, Energy Aspects Co-Founder and Head of Research shares her outlook for oil prices.

Simon Johnson, a 2024 Nobel Prize winner in Economics and MIT professor, shares insights on technology's impact on jobs and wealth disparity. Lori Calvasina analyzes the potential downturn in US equities amid election uncertainties, while Johanna Chua offers a deep dive into China's fiscal strategies and growth outlook. Amrita Sen discusses energy policies, including Saudi Arabia's production strategies and the implications of low inventory levels. Together, they explore the complex dynamics shaping today’s global economy.