Ed Mills

Jim Caron, Chief Investment Officer at Morgan Stanley, discusses the disconnect between market valuations and the actual economy, warning of potential fragility due to rising household equity ownership. Gene Munster, Managing Partner at Deepwater Asset Management, highlights Apple's promising iPhone demand and the anticipation for its AI initiatives, while cautioning about its regulatory challenges. Winnie Cisar from CreditSights analyzes Meta's significant bond sale and its implications for AI-driven debt financing, pointing out potential risks for corporate credit. Ed Mills, Washington policy analyst, evaluates recent US-China tech diplomacy and its effects on the semiconductor sector.

Ed Mills, Washington Policy Analyst at Raymond James, dives into the intricate world of US trade policy, addressing potential tariffs and their implications for the auto industry amidst changing leadership in Mexico. He discusses how these negotiations could shape relationships between the US and its neighbors. Alongside Seema Shah and Claudia Sahm, they evaluate investor strategies looking at payrolls, Fed strategies, and the impact of infrastructure legislation, all while navigating a market at all-time highs.

Guests Nathan Dean, a senior policy analyst, and Ed Mills, a managing director at Raymond James, dive into the potential changes in financial regulations under a Trump presidency. Wendy Schiller, a political expert from Brown University, discusses the ramifications for the Democratic Party. Gautam Mukunda from Yale analyzes the economic impacts, while Monica Guerra, head of US policy at Morgan Stanley, highlights market reactions to the election results. The conversation explores trade, energy policies, and the shifting political landscape.

Jeremy Stretch breaks down the ECB's decision, Lindsey Piegza discusses fast-paced US GDP growth, Ed Mills predicts no government shutdown, Mandeep Singh highlights AI as a focus for Big Tech

Join Victoria Fernandez, Chief Market Strategist at Crossmark Global Investments, as she discusses the challenges facing equities in 2026, including sector rotation and CapEx implications. Ed Mills, Washington policy analyst at Raymond James, dives into the complexities of foreign policy and the potential impact of upcoming talks between Ukraine and the U.S. George Goncalves, Head of US Macro Strategy at MUFG Americas, warns about macroeconomic risks and labor market concerns, while also highlighting the connection between Fed policy and precious metals.

Amos Hochstein, former Special Presidential Coordinator at the US Department, shares his expertise on Ukraine’s vast but underutilized mineral resources amidst conflict, stressing the need for strong governance and accountability. Ed Mills, a policy analyst at Raymond James, discusses the political implications of recent events in Washington, including rising inflation expectations fueled by tariff policies. Together, they delve into the complexities of energy investments, the geopolitical landscape, and the importance of robust alliances in navigating these challenges.

Mohamed El-Erian, President of Queens' College, Cambridge, discusses the complexities of the US economy and inflation trends, shedding light on upcoming job figures. Ed Mills, a Washington Policy Analyst, shares insights on the potential policy shifts should Trump secure a second term. Jeffrey Rosenberg from BlackRock analyzes how recent payroll reports impact market reactions and interest rates. The conversation delves into the Federal Reserve's challenges with data-driven policies and the crucial link between the labor market and economic stability.

Bob Michele, JP Morgan Asset Management Global Head of Fixed Income says the Fed won't go to 5.75% - 6% rates. Nadia Lovell, UBS Global Wealth Management Senior US Equity Strategist says the earnings recession is over. Ed Mills, Raymond James Washington Policy Analyst weighs in on a looming government shutdown. Amrita Sen, Energy Aspects Co-Founder and Head of Research shares her outlook for oil prices.

Jean Boivin, Global Head of Research at BlackRock Investment Institute, shares insights on how President Trump's tariff deadline is being priced into the markets. Ed Mills, Washington Policy Analyst at Raymond James, discusses the administration's economic priorities. Nancy Lazar, Chief Global Economist at Piper Sandler, examines expectations for U.S. and global economic growth and the complexities tariffs bring to inflation and trade negotiations. The conversation highlights the intersection of political strategies and market dynamics.

This episode features Darrell Cronk, CIO of Wealth & Investment at Wells Fargo, who shares insights on market benchmark ranges and previews the January jobs report. Ed Mills, Washington Policy Analyst at Raymond James, discusses the effects of proposed economic policies on market pricing. Reid Hoffman, co-founder of LinkedIn and founder of Manas AI, explores the transformative impact of artificial intelligence on daily life and the tech industry, highlighting the importance of responsible AI development and collaboration with government for future innovations.