Financial expert Mona Mahajan and economist Ian Shepherdson discuss the June 30 deadline for investors, S&P 500 bull market performance, potential rate cuts by the Fed, Brexit's impact on the UK economy, historical inflation comparisons, and podcast availability on different platforms.

Steven Meier discusses investing in alternatives with concentration risks. Ian Shepherdson and Gregory Daco react to soft retail sales data, Fedspeak anticipation. Topics include strategic asset allocation, impact of weak retail sales on inflation, housing market analysis, economic stress on lower-income groups, and potential Fed rate cut effects on financial markets.