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.

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.

Kara Murphy, CIO at Kestra Investment Management, shares her insights on the US economy and market behavior, particularly in light of recent retail sales data. Matt Sigel from Van Eck Associates discusses the evolving landscape of Bitcoin and crypto, emphasizing institutional interest and regulatory impacts. David Gura analyzes the upcoming 2024 election and the significance of voter engagement. Lastly, Lisa Mateo provides perspectives from various news sources, connecting the dots between market trends and political dynamics.

Gargi Chaudhuri from BlackRock discusses her Q4 outlook and equity preferences amid the Fed’s easing cycle. Jim Glassman offers insights on the latest US labor market trends and economic projections. Henrietta Treyz analyzes crucial political dynamics ahead of upcoming elections, focusing on key candidates like Harris and Trump. Dan Williams provides on-the-ground coverage of unfolding events in the Middle East following significant anniversaries. Lisa Mateo highlights notable trends in the media industry, including the effects of budget cuts.

UBS Global Wealth Management Chief Economist, Liz Young from SoFi, former US Ambassador to Israel, and Lisa Mateo from Bloomberg discuss topics including economic data, markets, the political situation in Israel, leadership and partnership in finance, and the challenges faced by teachers in teaching social and political issues.

Kristina Hooper, Chief Global Market Strategist at Invesco, shares insights on the election's impact on market dynamics and the potential repercussions of Trump’s policies. Zach Cohen discusses the latest congressional race updates and political shifts. Nick Stadtmiller highlights emerging market opportunities in light of these changes, while Lisa Mateo provides a journalistic perspective on current events. The group dives into the complexities of the U.S. dollar's strength and the implications of shifting consumer trends amid a politically charged landscape.

Ann Selzer, a renowned Iowa pollster, discusses her latest findings showing Kamala Harris leading Donald Trump, shedding light on shifting voter sentiments. Jordan Rochester analyzes the market's response to the recent jobs report and outlines how upcoming elections could impact economic indicators. Bob Woodward reflects on political dynamics post-Watergate and parallels with today's leadership issues. Lisa Mateo emphasizes the crucial role of newspapers in presidential endorsements, stressing the importance of robust journalism in shaping public opinion.

Henrietta Treyz, Managing Partner at Veda Partners, discusses how the Trump-Harris race could influence the markets. Hugh Johnson, Chairman at Hugh Johnson Economics, shares insights on the potential impact of economic policies and challenges facing equities. Lisa Mateo highlights emerging trends in luxury retirement communities, reflecting on changing attitudes towards retirement living. Together, they explore the intersections of politics, economics, and lifestyle choices in a rapidly evolving landscape.

In this podcast, guests Ed Yardeni, Jurrien Timmer, Amrita Sen, and Lisa Mateo discuss various topics such as market performance, concerns about earnings, technology and productivity, sector ETFs, peak oil demand, transportation challenges for World Cup finals, and Gen Z payments.

Frances Donald, Chief Economist at RBC, illustrates the K-shaped economy and warns about the balance of US economic policies. Lisa Mateo, a seasoned journalist, discusses the evolving landscape of media and current events. They dive into the impacts of US tariffs on global trade and how these reflect on local industries. The conversation also touches on the unpredictable nature of governmental decisions and their effects on economic forecasting, highlighting the need for clearer political signals in today’s climate.