C.S. Venkatakrishnan, CEO of Barclays, shares insights on the bank's remarkable performance and its strategic $960 million share buyback plan. Esther George, former Kansas City Fed President, examines the Fed's July meeting and anticipates a balanced risk outlook for September. Jason Thomas, Head of Global Research at The Carlyle Group, critiques market optimism, suggesting it's excessively priced for perfection. The conversation navigates the complexities of interest rate decisions, inflation, and their impact on investment strategies.

Barclays CEO discusses restructuring plan, JP Morgan expert optimistic about equities, Fed expected to hold rates steady, podcast explores AI impact on markets and economic indicators post-pandemic