Kevin Gordon, a research associate at Schwab, shares his insights on the economy and market outlook. He highlights potential volatility in 2025 due to trade dynamics and labor market conditions. Discussions include the impact of tariffs and immigration policies on economic growth. Gordon also notes the promising prospects for international stocks despite uncertainties. He emphasizes understanding political influences on the market as crucial to navigating potential risks and opportunities ahead.

Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, shares her insights on the complexities of U.S. equities and macroeconomics. Kevin Gordon discusses the influence of mega-cap tech firms on market indices, advocating for a nuanced investing approach. Jeffrey Kleintop sheds light on global equity opportunities, highlighting the performance gap between U.S. and international markets. Together, they examine labor market dynamics, the impact of recent elections, and the implications of geopolitical tensions on investment strategies.

Kevin Gordon, Senior Investment Strategist at Charles Schwab, shares insights on the fluctuating market trends during earnings season. Mike Santoli, CNBC market analyst, breaks down the technical aspects influencing current stocks. Laura Martin, an analyst at Needham & Company, highlights her expectations for Netflix’s upcoming earnings and discusses the competitive landscape in streaming services. The conversation also touches on Alcoa's latest earnings and the impact of tariffs, alongside exciting developments from Lithium Americas and GM's joint venture.

Ed Yardeni, president of Yardeni Research, shares his insights on economic trends, while Cameron Dawson from New Edge Wealth discusses investment strategies. Joe Terranova, a market strategist at Virtus, and Sebastian Page from T. Rowe Price highlight risk-taking opportunities in the current landscape. Liz Ann Sonders and Kevin Gordon from Charles Schwab explore market positioning amid rising interest rates. They debate the implications of a slower Fed on stock performance and the potential growth in sectors like small caps and emerging markets.

Investment experts Liz Ann Sonders and Kevin Gordon discuss market trends in the first half of 2024, highlighting disparities between large and small-cap stocks. They cover global economic outlook, China's market performance, central bank policies, and geopolitical risks. The podcast also explores legislative priorities, cryptocurrency regulation, financial challenges in 2025, regulatory agency activity, and the impact of the U.S. presidential election on markets.