Barbara Reinhard, CIO at Voya Investment Management, shares insights on why she believes it's a good time to buy equities despite the tumultuous market. Abby Joseph Cohen, a Columbia Business School professor, discusses the implications of Trump's economic policies, particularly the risks associated with cutting government research funding. They delve into how recent tariffs on Canada, Mexico, and China could reshape trade dynamics and affect investors, highlighting the importance of adapting investment strategies in a shifting economic landscape.

Topics include factors for Fed rate cuts, market trends, commercial real estate challenges, European real estate opportunities, fixed income resurgence, and a generous donation to Albert Einstein College of Medicine.