Bill Priest, a seasoned investor and Vice Chairman of TD Wealth, shares insights from his six decades in finance. He discusses the dangers of complacency among investors and highlights the importance of free cash flow and cost of capital. Bill expresses concerns about stagflation and suggests maintaining cash reserves to weather economic storms. He also warns against overinvesting in growth stocks and offers caution regarding investments in China, all while praising the unstoppable rise of AI.

Julian Emanuel, a market strategist at Evercore ISI, discusses his bullish S&P 500 target for 2025 amidst ongoing inflation concerns. Meghan Robson from BNP Paribas shares insights on credit markets post-election, highlighting Europe's potential as an outperformer. Bill Priest, chairman at TD Epoch, emphasizes the importance of free cash flow analysis in global investing, while addressing political risks and the challenges in U.S. corporate strategies. Together, they navigate the dynamic landscape of interest rates, investment strategies, and the global economic outlook.