Guests on the podcast include Gargi Chaudhuri from BlackRock, Stuart Kaiser from Citi, and Brian Wieser from Madison & Walls. They discuss playing the Fed soft landing, market spook pre-FOMC, Amazon earnings, and Paramount. Bloomberg's Lisa Mateo presents Newspaper Headlines.

Ian Lyngen, Head of US Rates at BMO Capital Markets, discusses the possibility of an emergency Fed rate cut and its impact on yield trends. Audrey Childe-Freeman, Chief G10 FX Strategist with Bloomberg Intelligence, explores the complexities of the yen carry trade and the implications of Bank of Japan policies. Brian Wieser from Madison & Wall shares insights on Disney's streaming challenges amidst fierce competition, analyzing the broader economic effects and the critical role of content strategy in today’s market.

Ad consultancy expert Brian Wieser discusses the state of the ad market, emphasizing the need for TV to adapt to new advertising methods. The podcast explores the imbalance between digital platforms and traditional advertising, the growing demand for accountability and performance, the challenges faced by TV, and the slow growth of game advertising.

China's market rout, Chinese government's priorities and resistance against consumer side stimulus, comparing US and China economies, Disney's streaming business and regulatory risk, 401Ks and investing, national treasure and Apple resale market, the importance of data and addressing global issues

The podcast featured guests including Victoria Fernandez, Brian Wieser, Amy Wu Silverman, and Joe Theismann. They discussed topics like market outlook for 2024, Bitcoin in portfolios, investments in the video industry, option sentiment, and changes in college football. They also speculated on Bill Belichick's future and made Super Bowl predictions.