David Kudla

David Kudla, Founder and CEO of Mainstay Capital Management, shares insights on market volatility and the Federal Reserve's mixed signals about interest rates. Nathan Dean, a Senior Policy Analyst, analyzes the political turmoil surrounding the potential government shutdown, highlighting the pressures within the Republican Party and historical contexts. The discussion touches on how these political dynamics could impact the economy and investor sentiment, especially amid looming debt ceiling negotiations and key legislative uncertainties.

Mari Shor from Columbia Threadneedle Investments discusses surprising U.S. retail sales growth and consumer resilience. Mandeep Singh highlights TSMC's impact on AI and the tech sector. David Kudla shares an optimistic market outlook, while Paul Gulberg analyzes Blackstone's success in alternative assets. Josh Zegen and Abigail Doolittle explore commercial real estate recovery post-crisis. Finally, James Thornton reveals trends in corporate travel, emphasizing sustainability and the shift toward immersive travel experiences.

Economists Jeffrey Cleveland and Danielle DiMartino Booth analyze US CPI data and Fed decisions. David Kudla shares market outlook, while Craig Trudell discusses EU tariffs on Chinese EVs. NextEra Energy CEO talks about increasing power demand and renewable energy initiatives.

Retail and investment experts discuss Walmart and Deere earnings, commercial real estate challenges, and CEO priorities for 2024, including AI scaling and climate action. Insights on market trends, stock evaluations, and economic outlooks are covered, highlighting the importance of technology, ESG, and decisive actions in navigating uncertainties.

Guests Drew Reading, Ira Jersey, David Kudla, and Anurag Rana discuss topics such as Home Depot's acquisition of SRS, U.S eco data and the Fed, market outlook, and Amazon's investment in Anthropic. Max Chafkin talks about Bankman-Fried's impact on the crypto industry.