Lisa Mateo

In a riveting discussion, Dan Ives, a Senior Equity Analyst at Wedbush Securities, and Gene Munster, Managing Partner at Deepwater Asset Management, predict a $4 trillion valuation for tech giants boosted by AI innovations. They dive into Tesla's advancements in autonomous driving and the political shifts affecting market dynamics. Lisa Mateo adds her voice by delving into the media’s role in shaping business narratives. The trio uncovers both the immense potential and critical challenges facing the tech market and investors alike.

Cameron Dawson, Chief Investment Officer at NewEdge Wealth, shares insights on high market valuations as we head into 2026, discussing investment opportunities beyond AI. Jennifer Lawless, a Professor at the University of Virginia, analyzes the implications of recent Democratic victories and the effects of the government shutdown on voter sentiment. Danielle DiMartino Booth, CEO of QI Research, explores rising job cuts, inflation influences, and questions surrounding the AI data center boom. Lisa Mateo rounds up top headlines, including college students doubling down on majors to enhance job security.

Monica Guerra, Executive Director at Morgan Stanley Wealth Management, shares insights on Trump's economic policies and cabinet selections. Ellen Wald, Senior Fellow at the Atlantic Council, dives into the complexities of the oil market amid Middle Eastern tensions. Lisa Mateo, a Bloomberg journalist, adds her take on current events. The discussion touches on the $2 trillion budget deficit, immigration reforms, and the unexpected stability of oil prices, reflecting on their implications for inflation and the U.S. economy.

Cameron Dawson, Chief Investment Officer at NewEdge Wealth, shares insights on market rotation and the contrasting positioning between neutral institutional investors and heavily weighted retail. He discusses the potential risks in the current economic landscape, including cyclical trades and risk management strategies. Meanwhile, journalist Lisa Mateo highlights trends in media narratives, including LinkedIn's resurgence and the changing dynamics of office culture post-pandemic, capturing the cultural zeitgeist with a lighthearted story about a Toronto steakhouse's quirky offer.

This discussion features Marta Norton, Chief Investment Strategist at Empower, who delves into the intricate dynamics of the 2026 market landscape. Dan Ives, Global Head of Technology Research at Wedbush Securities, shares insights from CES on the evolving AI and semiconductor sectors, predicting significant M&A activity. Political analysis from Wendy Schiller examines the implications of U.S. foreign policy maneuvers, while Lisa Mateo highlights media trends, including the surprising downsides of AI in the workplace and the rise of zero-waste restaurant initiatives.

Investment strategist Ross Mayfield discusses the importance of diversifying internationally, spotlighting earnings growth as a market driver. Priya Misra offers insights on justified credit spreads and the significance of sector analysis amidst rising debt in buyouts. Sameer Singh forecasts a busy M&A landscape, influenced by AI and strong exits. Meanwhile, columnist Lisa Mateo highlights intriguing trends, such as luxury buyers seeking fully furnished homes and Canada's plan for its US-made alcohol inventory.

In this discussion, Lizanne Saunders dives into investor behavior and market transitions for 2026. Ricardo Hausmann emphasizes that Venezuela's oil recovery hinges on democratic legitimacy, warning against coercive U.S. measures. Shannon O'Neil addresses the challenges faced by the Venezuelan opposition and the potential for instability under military control. Troy Gajewski highlights the advantages of middle-market private equity as a growth opportunity beyond mega-cap tech, while Lisa Mateo shares intriguing cultural headlines, including the rise of AI deepfakes.

Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods, discusses market reactions to tech CapEx and the skepticism around AI investments, emphasizing excessive selloffs. Dan Ives, Global Head of Tech Research at Wedbush, analyzes Apple’s surprising upgrade cycle and predicts growth potential for Amazon's cloud services. Peter Tchir, Head of Macro Strategy at Academy Securities, shares insights on market rotations toward security-focused investments amid global tensions. Lisa Mateo rounds up headlines, including changes to SNAP benefits affecting Halloween.

Frances Donald, Chief Economist at RBC, breaks down the Fed's recent decisions and the labor market's strength. Danielle DiMartino Booth, CEO at QI Research, tackles the implications of Fed actions on the market. Political analyst Wendy Schiller discusses looming government funding negotiations. Lisa Mateo highlights current retail trends amid economic uncertainty. The conversation navigates through the complex interplay of monetary policy, fiscal challenges, and political dynamics that shape the economic landscape.

Experts like Neil Dutta and Ira Jersey discuss CPI and Fed rate outlook, while Joe Weisenthal and Tracy Alloway share insights on CPI trends. Steven Ricchiuto analyzes inflation data and its economic impact. The podcast delves into inflation challenges for the Biden administration and how it affects various sectors.