Kara Murphy, CIO at Kestra Investment Management, shares her insights on the US economy and market behavior, particularly in light of recent retail sales data. Matt Sigel from Van Eck Associates discusses the evolving landscape of Bitcoin and crypto, emphasizing institutional interest and regulatory impacts. David Gura analyzes the upcoming 2024 election and the significance of voter engagement. Lastly, Lisa Mateo provides perspectives from various news sources, connecting the dots between market trends and political dynamics.

Stock markets have had a tough year and inflation has remained stubborn, but the value of the U.S. dollar is strong compared to other currencies and the job market is robust. Here's how to understand the messy politics of the current economic moment.This episode: White House correspondent Tamara Keith, economics correspondent David Gura, and national political correspondent Mara Liasson.Learn more about upcoming live shows of The NPR Politics Podcast at nprpresents.org.Support the show and unlock sponsor-free listening with a subscription to The NPR Politics Podcast Plus. Learn more at plus.npr.org/politics Connect:Email the show at nprpolitics@npr.orgJoin the NPR Politics Podcast Facebook Group.Subscribe to the NPR Politics Newsletter.Learn more about sponsor message choices: podcastchoices.com/adchoicesNPR Privacy Policy

Angela Stent, a leading expert on Russia and Ukraine, discusses Ukraine's historic use of U.S.-supplied missiles against a military target in Russia, signaling a new phase in the conflict. David Gura reports from the G-20 summit, providing global reactions to this escalation. Ryan Kelley shares insights on mid-cap investment opportunities, emphasizing their growth potential. Garrett Nelson explains the high-risk factors surrounding EV investments, particularly focusing on Rivian. The conversation highlights shifting geopolitical dynamics and their implications for markets.

The fiscal parameters of a deal to avert self-inflicted financial catastrophe have been largely hammered out by House Republicans and the White House — but differences over social programs and energy permitting still need to be resolved.And, over the last decade, the Supreme Court has increasingly leveraged its emergency or "shadow" docket to issue orders that have sweeping implications — but the approach is much less transparent than the usual judicial process. Also, the podcast marks 1000 episodes since we launched the daily version of the show. Thank you for listening!This episode: White House correspondent Tamara Keith, economics correspondent David Gura, legal affairs correspondent Nina Totenberg, and congressional reporter Barbara Sprunt.The podcast is produced by Elena Moore and Casey Morell. Our editor is Eric McDaniel. Our executive producer is Muthoni Muturi. Unlock access to this and other bonus content by supporting The NPR Politics Podcast+. Sign up via Apple Podcasts or at plus.npr.org. Connect:Email the show at nprpolitics@npr.orgJoin the NPR Politics Podcast Facebook Group.Subscribe to the NPR Politics Newsletter.Learn more about sponsor message choices: podcastchoices.com/adchoicesNPR Privacy Policy

Ellen Zentner from Morgan Stanley shares keen insights on labor market trends and their economic implications, stressing the dynamics between consumption and income among lower-income households. Jessica Taylor discusses the evolving landscape of Senate and House races as the 2024 election approaches, while David Gura dives into the intricacies of the presidential race, highlighting voter behavior in pivotal states. Their conversations blend sharp analysis with relatable anecdotes, making complex topics both informative and entertaining.

Kristina Campmany, a Senior Portfolio Manager at Invesco, discusses the effects of Fed easing on equities and investment strategies. Matt Hornbach, Global Head of Macro Strategy at Morgan Stanley, explains the unusual dynamics in the bond market and the impact of impending rate cuts. David Gura highlights the political landscape as the presidential election heats up, emphasizing the role of key economic indicators and international issues. The conversation blends market insights with political analysis, offering a well-rounded view of current uncertainties.

Anastasia Amoroso, Chief Investment Strategist at iCapital, shares insights on the growing demand for private equity and credit, exploring their potential to stabilize investment portfolios. David Gura discusses the latest polling trends for the competitive 2024 election, emphasizing swing states like Georgia and Pennsylvania. Dan Ives analyzes Tesla’s strong performance and Apple’s market strategy, particularly in China. Nadia Calvino discusses the European Investment Bank's efforts in supporting Ukraine and promoting sustainable investments amid global economic challenges.

Kit Chellel, a journalist illuminating the shadowy world of poker bot creators, teams up with David Gura, a podcaster passionate about tech strategies. They dive into the fascinating story of how a group of Russian students built unbeatable poker bots, shifting the landscape of online poker. The discussion touches on the bots' impact on game integrity and player experience, the controversial rivalry that has defined the competitive scene, and how technology is reshaping the future of poker amidst its evolving challenges.

Treasury Secretary Janet Yellen, who navigates the financial landscape of the U.S., joins journalist David Gura to discuss the current state of the economy. Yellen reassures that there are no alarm bells for the financial system, asserting that the U.S. is experiencing a soft landing despite signs of weakening job growth. She also delves into the significance of rebuilding U.S.-China relations, emphasizing collaboration on critical global issues like climate change and fair trade, and the importance of maintaining open dialogues amidst geopolitical tensions.

Tim O'Brien and David Gura join to dissect Biden's debate performance, Trump's falsehoods, and the future impact on the Democratic race. Reflecting on CNN's debate challenges, fallout from Biden's performance, and implications for potential successors within the party.