Jennifer Lee

Featuring Nick Colas, co-founder of DataTrek Research, Rob Sockin from Citi, and Jennifer Lee from BMO, the conversation dives into the impact of AI and chip stocks on market growth. They discuss the intricate dynamics of gold and NASDAQ amid China's economic policies, reflecting on American resilience. Ethan Bronner, Bloomberg's Israel Bureau Chief, provides insight into the geopolitical tensions, highlighting Israel's firm stance on cease-fire talks and the significant power struggle in Lebanon, which shapes regional stability.

Shoba Pillay, a partner at Jenner & Block and former federal prosecutor, and Jennifer Lee, a legal analyst and ex-Assistant Director in the SEC’s Division of Enforcement, delve into the recent court ruling involving the SolarWinds case. They dissect the SEC's dismissal of charges against the company and its CISO Timothy Brown, highlighting the challenges of cybersecurity governance and enforcement. The conversation reveals the implications for corporate accountability and the legal landscape as it evolves in response to cybersecurity threats.

Explore recent central bank decisions from the Fed, BOE, and BOJ with insights from experts. Discuss market outlook for 2024, potential recession, and reasons behind a predicted rate cut denial. Stay updated with newspaper headlines and economic updates.

Guests include Jennifer Lee from BMO Capital Markets, discussing markets; Mick Mulroy, former CIA paramilitary officer, on geopolitical tensions in the Middle East, Ukraine, and China; and Lori Calvasina from RBC Capital Markets, discussing market movements and investing opportunities. Topics covered include the Federal Reserve's stance on interest rates, market impact of Jay Powell's speech, risks in the Middle East, geopolitics and market performance, job cuts and expanding margins, and UK banks used by Iran to evade sanctions.

Shoba Pillay and Jennifer Lee discuss the cybersecurity and national security implications of the SolarWinds hack, the SEC's enforcement action against SolarWinds and its CISO, challenges faced by companies in addressing cybersecurity and accurate disclosures, SolarWinds' response to the SEC complaint, and the impact of the SolarWinds case on cybersecurity disclosures.