Huw van Steenis, vice-chair at Oliver Wyman and former global head of banking research at Morgan Stanley, shares insights on the evolving dynamics between banks and private credit. He discusses why banks are collaborating with private credit firms, despite being competitors in lending. The conversation explores the regulatory impacts and new risk behaviors stemming from the Dodd-Frank Act. Huw also highlights the trillion-dollar private credit market's role in reshaping corporate financing and the increasing influence of AI and data in modern banking.

Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, shares her insights into how inflation impacts stock markets and investing strategies. Huw van Steenis, Vice Chair at Oliver Wyman, discusses the significance of private credit in today's economy. French Hill, a US Republican Representative, talks about his role in addressing budget challenges and fiscal responsibility. Together, they explore the complex interplay between inflation, equities, and the broader economic landscape, offering a rich blend of analysis and humor.

Admiral James Stavridis, a retired US Navy admiral and NATO's former supreme allied commander, offers geopolitical insights and discusses his book, emphasizing military strategies and U.S.-Israeli relations. Steven Oh sheds light on the unique investment opportunities in the current non-recessionary rate-cutting climate. Wendy Schiller delves into the political dynamics of the 2024 U.S. election, while Huw van Steenis shares strategies in private credit and fixed income, exploring the effects of Federal Reserve policies on investment approaches.

Bill Lee, Victoria Bills, and Huw van Steenis discuss China, US inflation data, private credit boom, and bank earnings. The podcast covers equity outlook, market reactions, and global economic outlook with insights on US-China relations, challenges in investing in China, Bitdog market trends, AI dominance by Nvidia, and navigating business dynamics amidst solar eclipse excitement.

Jennifer Lee, Senior Economist and Managing Director at BMO Capital Markets, discusses the US economy. Huw van Steenis, Vice Chair and Partner at Oliver Wyman, talks about private credit and risks. Tom Ognar, Portfolio Manager at Allspring Global Investments, shares market insights and investing strategies. Phil Zhou, CFO of ECARX Holdings Inc., discusses the EV industry and outlook.