Dan Greenhaus from Solus Alternative Asset Management, Courtney Garcia of Payne Capital Management, Brian Belski from BMO, Katherine Stueland, CEO of GeneDX, and Doug Clinton of Intelligent Alpha delve into the mega-cap tech landscape. They discuss the urgency surrounding Alphabet's upcoming earnings amid fierce competition and regulatory hurdles. Stueland also shares GeneDX's success in pediatric genetic diagnostics and their innovative approach to genetic testing. Insights into mid-cap investments and AI's impact on market dynamics provide listeners with valuable takeaways.

Barbara Doran from BD8 Capital discusses market trends and earnings season, while Courtney Garcia from Payne Capital highlights shifts from tech stocks to stable sectors. Steve Liesman explores implications from the latest Fed minutes, and Eddie Shapiro shares insights on the luxury real estate market despite severe weather impacts. Drew Pettit analyzes equity strategies amid rising inflation concerns, and Mike Santoli provides a look at the bond market. James Hardiman talks about the cruise industry's recovery after the pandemic.