A lively discussion with James Steel on the bullish case for gold and other commodities, followed by Virginie Maisonneuve's insights on US inflation expectations and reactions to EU elections. Lauren Goodwin covers the Fed's challenges and the impact of rate cuts on asset allocation. Gene Munster reacts to Apple partnering with OpenAI for artificial intelligence advancements.

Economist Sophia Drossos discusses US economy outlook, Fed's meeting, and market visibility. Chief Commodities Analyst James Steel talks about gold, commodities, and defensive positioning. Wendy Schiller explores Kamala Harris and the 2024 election against Donald Trump.