Liz Young Thomas, a financial expert known for her keen market insights, teams up with John Butters, a Senior Earnings Insight Analyst at FactSet. They delve into the intriguing disconnect between the NASDAQ and S&P 500, explore small-cap stocks' roles in the economy, and analyze Q3 earnings trends. The duo discusses the implications of bank performance and consumer lending on economic vibrancy. They also highlight the semiconductor industry's challenges, particularly as it relates to AI investments, and share amusing sports anecdotes.