Eric Cantor

Alicia Levine, Head of Investment Strategy and Equities at BNY Wealth, shares her insights on equity markets amidst tariff uncertainties. Rick Rieder from BlackRock warns of troubling signs from the bond market that investors should monitor. Eric Cantor discusses how President Trump's policies will shape economic direction in Washington. Meanwhile, United Airlines CEO Scott Kirby highlights the state of the airline industry, navigating challenges from geopolitical tensions and shifting consumer habits.

Eric Cantor, Vice Chairman of Moelis & Co and former House Majority Leader, delves into the economic landscape shaped by the Trump Administration. He discusses Jamie Dimon's insights on trade policies and negotiations with Japan and India. Cantor highlights the implications of tariffs and the urgent need for congressional Republicans to showcase economic achievements before midterms. He also warns of potential shifts in governance, advocating for effective political strategies to counter extremist policies while maintaining economic growth.

Lori Calvasina and Scott Chronert discuss the paradigm shift in a higher-rates environment. Afsaneh Beschloss explains the differences among new BRICS entrants. Eric Cantor talks about how higher interest rates affect dealmaking.

Eric Cantor, former Republican House Majority Leader turned Wall Street executive, shares insights on the Senate leadership race and anticipates regulatory shifts under a potential Trump administration. They discuss the formation of the new Department of Government Efficiency, DOGE, aimed at reducing spending. The conversation also explores Cava's soaring stock following impressive earnings, highlighting the restaurant's ambitious growth plans, and the evolving landscape of the fast-casual dining market.

Guests Eric Veiel, Michael Collins, and Eric Cantor discuss the uncertain path forward for the Fed, the value in long-term treasury yields, and the market's eventual rejection of continued debt incurrence. They explore managing debt levels, market deals, sports business, Fed interest rate strategy, monetary policy considerations, portfolio positioning amid inflation risks, and the impact of interest rates on banks.