Senior Analyst Alison Williams discusses bank earnings. Whitney Tilson debates President Biden's ticket. CIO Cam Dawson talks about PPI, inflation, and the equity rally. Bob Hormats examines US China policy for the 2024 election.

Bob Hormats and George Ball join Tom Keene on a discussion covering topics like China, age, and energy in the global economy. They reflect on market quietness, Wall Street evolution, capitalism shadows, and the importance of diverse business partnerships.