Chief Investment Strategist at Charles Schwab, Bloomberg Opinion Columnist, founder of Pangaea Policy, and Chief Economist at Berenberg discuss market reactions to UK and US elections, investing strategies, market concentration, balance sheet strength, profitability in companies, aftermath of elections, concerns about President Biden, potential DNC changes, economic outlook for Europe, and insights on economics and finance.

Guests Sarah Hunt, Holger Schmieding, Dana Peterson, and Matthew Diczok discuss the impact of higher rates on mega-cap stocks, the Fed and ECB's paths, and falling jobless claims. Topics include AI in the market, global trade post-election, and the economy's response to higher rates.