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

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.

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.

Brendan Murray, Bloomberg's Global Trade Editor, outlines the looming tariffs under Trump’s administration and their potential impact on trade dynamics. Christopher Smart analyzes the immediate effects of Trump's policies on market sentiment. Jennifer Lawless discusses the significant political ramifications of Trump's presidency. Ed Mills dives into how these changes could sway market trends, emphasizing the intricate relationship between executive actions and economic stability.

Mohamed El-Erian, President of Queens' College Cambridge and Bloomberg Opinion columnist, discusses the ongoing shifts in global finance and the dollar's potential decline as the primary payment system. Ed Mills, Raymond James Washington Policy Analyst, shares insights on the U.S. presidential election dynamics, predicting early clarity on the outcome. The conversation delves into the rising gold prices, economic policy impacts on bond yields, and fiscal strategies of Kamala Harris and Donald Trump, highlighting key factors that could shape market expectations.

Aaron David Miller, a senior fellow at the Carnegie Endowment for International Peace, joins Dan Peris, Ed Mills, and Stephanie Roth to discuss the volatile Middle East landscape. They analyze the Iran-Israel military tensions and their potential impact on U.S. diplomacy. The group also delves into the complexities of stock buybacks, critiquing their effectiveness and discussing political dynamics ahead of elections. Additionally, insights on the labor market and improving financial conditions for lower-end consumers reveal a nuanced picture of the economy.