Jitania Kandhari

Peter Tchir, head of macro strategy at Academy Securities, discusses the potential for further downside in stocks as market dynamics shift. Evan Roth Smith, founding partner of Slingshot Strategies, offers insights into the upcoming presidential debate and its implications. Jitania Kandhari, deputy CIO at Morgan Stanley, warns that the pace of inflation may become more challenging. Together, they explore how sentiment, economic factors, and political events interconnect, shaping the financial landscape.

Gregory Korte and Jitania Kandhari discuss President Biden's news conference fallout, potential successors, voter loyalty, political polarization, market movements, and China's third plenum speculation.

Topics discussed include the need for Congress to address more than just a TikTok ban, insights from tech critics, a preview of the Fed decision, strategic fleet hubs for electrifying transport, and growth opportunities in non-tech sectors.