Mari Shor from Columbia Threadneedle Investments discusses surprising U.S. retail sales growth and consumer resilience. Mandeep Singh highlights TSMC's impact on AI and the tech sector. David Kudla shares an optimistic market outlook, while Paul Gulberg analyzes Blackstone's success in alternative assets. Josh Zegen and Abigail Doolittle explore commercial real estate recovery post-crisis. Finally, James Thornton reveals trends in corporate travel, emphasizing sustainability and the shift toward immersive travel experiences.

James Thornton, CEO of Intrepid Travel, shares his journey from corporate mundanity to leading an adventure travel giant without formal qualifications. He reveals his disdain for routines and explains how a pay cut was a pivotal moment in his career. The discussion touches on leadership lessons from companies like Patagonia, the significance of adaptability in diverse office environments, and tips for navigating jet lag. Thornton also dreams of a year-long family adventure, balancing spontaneity with the joys of travel.