Guests Abby Joseph Cohen, a Columbia University professor, shares insights on how a second Trump presidency may reshape the economy and markets. Monica Guerra from Morgan Stanley discusses investment policy implications. Jackie Bowie analyzes the Bank of England's decisions amidst changing European economies. Political scientist Christina Greer contemplates Trump's new voter coalition and the Democratic Party's future. Together, they navigate economic forecasts, regulatory changes, and evolving political dynamics that could shape the financial landscape.

Guests Liz Ann Sonders, Jackie Bowie, and Aoifinn Devitt discuss bullishness in US equities, concerns in Euro economies, stagflation, and the outlook for global markets outside the US. Topics include large caps, bifurcated market, Euro economy outlook, central bank perspectives in Europe, investment strategies, and challenges faced by small cap stocks. The podcast also touches on the entertainment industry deal talks, summer movie excitement, and navigating content creation challenges in the podcasting industry.

Joe Mazzola discusses investing strategies and market outlook. Jackie Bowie talks about recession in Europe and resiliency in the US. Callie Cox discusses markets and investing. Odeta Kushi dives into the housing market and economic outlook. Other topics include commodities, metals, crypto, AI automation, and challenges of remote work.