John Micklethwait reflects on the life and career of Henry Kissinger. Neil Dutta predicts a Fed interest rate cut by March. John Lawler discusses Ford's focus on increasing efficiency. Kelsey Berro suggests the Fed is done hiking rates. Norman Roule talks about the Israel-Hamas war.

John Lawler, Ford's CFO, delves into the company’s Q3 earnings and the future of the EV market, highlighting key financial strategies. Josh Wolfe, co-founder of Lux Capital, discusses investment opportunities in defense tech and the launch of Lux Labs aimed at fostering American innovation. Janine Stickter of BTIG analyzes VF Corp's impressive turnaround, emphasizing its impact on market performance. Together, they navigate the complexities of corporate earnings amidst shifting economic landscapes and technological advancements.

Ford CFO John Lawler discusses the company's strong first-quarter results and revamped EV strategy with Bloomberg journalists. They explore Ford's financial performance, future EV plans, and software expansion. The discussion also covers the demand for Ford's gas-powered models like the Bronco and F-150.