Jay Hatfield, CEO at Infrastructure Capital Management, shares his bullish S&P outlook and discusses potential economic growth under a Republican sweep. Heidi Crebo-Rediker, an expert in foreign policy, examines the implications of unilateral policies during a second Trump term. Together, they tackle the complex interplay of tariff policies and the strength of the U.S. dollar, the geopolitical challenges affecting investment strategies, and the evolving landscape of corporate tax rates impacting market dynamics.

Eva Lee, Head of Greater China Equities at UBS Global Wealth Management, shares her expertise on the Chinese economy, discussing challenges like weak consumption and a struggling property market. Jay Hatfield, CEO and CIO at Infrastructure Capital Management, weighs in on the U.S. market dynamics, highlighting the response to anticipated rate cuts and GDP forecasts. Both guests delve into the volatility at the start of 2025 and explore investment strategies amid evolving conditions, particularly the allure of risk assets in Asia.

Jay Hatfield, CEO of Infrastructure Capital Management, shares his bullish outlook on investments in China, highlighting strategic economic shifts. Henrietta Treyz, Managing Partner at Veda Partners, discusses the implications of the upcoming 2024 election on the market and the latest in D.C. Additionally, they delve into tensions surrounding potential dockworker strikes and how these labor dynamics could impact economic performance. Together, they offer a captivating analysis of geopolitics and its effect on global investing strategies.

Jay Hatfield, CIO at Infrastructure Capital Management, and Mary Nicola, a Bloomberg M-LIV Strategist in Singapore, dive into the dynamics of the Democratic National Convention. They discuss Kamala Harris's energizing candidacy and the impact of key speeches on markets. The conversation shifts to the Federal Reserve's softer stance, boosting mega cap tech stocks and affecting the dollar. They also analyze Nvidia's market influence and the implications of geopolitical tensions, emphasizing the significance of collaboration in driving business success.

Financial analysts Peter Boockvar, Phillip Colmar, and Jay Hatfield discuss the recent stock market sell-off. Gina Sanchez shares tips on AI-proofing portfolios. Javier Gonzalez Lastra explains the luxury sector slowdown sweeping Europe.