Steve Eisman, a Senior Portfolio Manager at Neuberger Berman, shares insights on investment opportunities and a soft landing for the US economy. Julian Emanuel from Evercore ISI maintains a bullish outlook on equities, emphasizing key market dynamics. Jim Caron of Morgan Stanley discusses the implications of the Fed's recent rate cut, focusing on labor economics, inflation trends, and the complexities of forecasting in an unpredictable market. They explore how technology and AI are reshaping investment strategies and the landscape ahead.

Julian Emanuel, Senior Managing Director at EvercoreISI, shares insights on the equity market's recent surge and anticipates volatility ahead, eyeing a 2024 S&P target. Zach Cohen, a Bloomberg Government Reporter, delves into the implications of the upcoming Trump-Harris debate, showcasing key political dynamics. Pamela Whitten, President of Indiana University, discusses the evolving landscape of public education, balancing free speech with campus safety, and the importance of rigorous academic engagement in today's society.

Julian Emanuel raises S&P price target to 6,000 for 2024-25 markets. Jim Caron talks inflation impact on equity rally. Wendy Schiller discusses DC headlines, presidential immunity, and Biden's election prospects.

Julian Emanuel says it's a market correction not an end to bull run. Amanda Lynam discusses early stages of distress cycle. William Lee talks about China needing a social safety net. Wendy Schiller discusses Gov. Ron DeSantis' position in GOP debate with Trump leading in polls.

In this engaging discussion, Steven Englander, a leading financial analyst, teams up with market strategist Julian Emanuel. They dive into the economic landscape, contrasting Japan's developments with Western slowdowns. Key topics include the implications of recession trades in the West, the role of Japanese carry trades on Asian currencies, and crucial market indicators that suggest a recession may be avoidable. Their insights offer valuable strategies for navigating today’s volatile markets.

Former NBC Entertainment Co-Chair Ben Silverman analyzes Netflix's Q2 earnings and the entertainment industry, DoubleVerify CEO Mark Zagorski discusses Netflix's ad tier, and Evercore's Julian Emanuel talks about managing a red vs blue portfolio as the election approaches.

Jim Caron, Julian Emanuel, & Bob Doll share insights on adapting investment strategies to mitigate portfolio volatility. Topics include the challenges of traditional 60-40 portfolios, benefits of investing in stocks and bonds, financial independence, and navigating market caution amidst COVID impact.

Experts Jeff Currie & Julian Emanuel discuss copper's impact on AI tech, financial planning simplicity, equity market dynamics, and Home Depot's earnings. They also touch on car communication systems and promote Bloomberg Podcasts.

Julian Emanuel discusses market bullishness in 2024 and Richard Haas shares insights on geopolitical concerns involving China, Ukraine, and Israel. Topics include the economic impact of the Baltimore Bridge collapse and an exploration of work habits influenced by technology.

Richard Haass discusses Israeli politics and the importance of direct communication with the people. Julian Emanuel explores market analysis and strategies for navigating uncertainties in investments.