Guests Ken Leon, Gene Munster, and Tony Crescenzi discuss bank earnings, iPhone sales slowdown, Tesla, market outlook, and risks of geopolitical conflict. Topics include sector dispersion in equity markets, tech M&A outlook, Fed's stance on inflation, Live Nation antitrust suit, setting artist fees, and Ticketmaster legal issues.

Ambassador John Bolton discusses the assassination attempt on Former President Donald Trump and the future of the Trump 2024 campaign. Former Virginia Governor Jim Gilmore talks about Republican party unity post-Saturday’s events. Rep. Mike Turner of Ohio previews the upcoming RNC and emphasizes the need for bipartisan unity following the recent assassination attempt. Ken Leon of CFRA analyzes Goldman Sachs earnings.

Ken Leon discusses Disney earnings, Steve Eisman talks rate cuts and recession outlook, Frances Donald highlights concerns of a hard landing in China. They cover various economic topics such as AI adoption impact, Disney's strategic focus, investment services ads, energy consumption, global taxation trends, and superstar concerts popularity.

Peter Tchir questions US exceptionalism, Veronica Clark on Fed's interest rate path post-soft jobs data, Ken Leon downgrades Live Nation. Discussions on US market performance, geopolitics, simplicity in financial planning, labor market trends, future bug impact, inflation trends, regulatory challenges in the ticketing industry, and lending standards in the economy.

Ken Leon, Neil Dutta, and Jill Carey Hall discuss potential earnings surprises in the banking sector, Fed rate cut prospects, and the impact on small-cap stocks. Topics include credit loss provisions, economic outlook, inflation dynamics, and navigating uncertainty in the market.