Jimmy Lee

Gene Munster, co-founder of Deepwater Asset Management, delves into the recent talent shifts from Apple to Meta, signaling a new strategy in tech recruitment. He also critiques Meta's metaverse losses and the pivot towards AI-enabled wearables. Jimmy Lee shares insights on market forecasts and discusses the potential for the S&P 500 to hit 7000, while considering implications of Federal Reserve policies. Lastly, Jeanette Neumann reveals how Ulta's strong quarterly sales stem from effective loyalty programs and strategic expansion in suburban markets.

Elise Giuliano, a political science expert on Russia, Jimmy Lee, CEO providing insights on investing, and Monica Duffy Toft, an international politics professor specializing in the Ukraine conflict, join in a lively discussion. They analyze the recent Trump-Putin summit and the lack of Ukrainian representation, raising questions about international diplomacy. The trio also explores the potential market impacts amid geopolitical tensions, emphasizing optimism surrounding Federal Reserve interest rate cuts and the shifting landscape of global politics.

Mark Zuckerberg discusses Meta's launch of the largest open-source AI model, Zuckerberg's personal evolution, impact of AI on employee workload, freelance community's response to AI, tech earnings reports, and investment advice on fixed income and market trends.

Flutter's CEO discusses plans for an IPO next year and the growth of sports betting. IWG CEO talks hybrid work model. Bloomberg editors explore Anduril's fighter jet device. Market outlook includes AI and trusted data, expectations for equities and international markets.

Angela Stent, a Senior Fellow at the Brookings Institution and expert on Russian politics, discusses the implications of Ukrainian President Zelenskiy's canceled visit to Saudi Arabia amidst U.S.-Russia talks. She unpacks the geopolitical tensions surrounding Ukraine, including the shifting alliances with Europe. Jimmy Lee, Founder and CEO of Wealth Consulting Group, shares insights on investing in cyclical sectors and small-cap stocks, providing strategies for navigating today's market challenges.