Geetha Ranganathan, a senior analyst focused on U.S. media, shares insights on Disney's strong financial performance despite market challenges. Henrietta Treyz, an expert in economic policy, discusses the nuanced impacts of tariffs under the Trump administration and the political landscape's complexities. Lisa Knee, a real estate specialist, analyzes the commercial sector's response to fluctuating interest rates, highlighting trends in office space and retail real estate, particularly in Manhattan's evolving market.

Topics include Mnuchin's interest in TikTok, Biden's view on US Steel ownership, U.S Retail sales, commercial real estate sector updates, Tesla's stock performance, and exploring the exploitation of Osage people for oil wealth.