Amoroso suggests buying the AI dip. Roth discusses the cooling of the labor market. Nathanson talks about the Disney, Charter Communications standoff. Haque says oil at $90 a barrel is significant. Tannebaum says the US is still calibrating how to respond to China.

Economics and finance experts Kona Haque & Matt Miskin discuss the global ramifications of drought on the rice market. Matt Miskin delves into stock concentration in the S&P 500 and the importance of free cash flow in capital allocation. The episode also touches on leadership insights, book recommendations, and promotions for various companies and events.

Economics expert Rich Clarida and macro specialist Kona Haque discuss Federal Reserve's real-time data strategy and challenges in labor market dynamics. The conversation also delves into soft commodities like cocoa and coffee, exploring weather impacts on prices and supply-demand dynamics in coffee-producing regions.