Lisa Thomas, Managing Director at TD Cowen, shares her expertise on market dynamics and economic shifts. She discusses the pressures facing stock futures and rising bond yields, reflecting on Wall Street's rough week. The conversation shifts to Trump's land ambitions in Greenland and the Panama Canal, delving into their implications for U.S.-Canada relations. Lastly, Thomas highlights the devastating costs of California wildfires, addressing their impact on the insurance market and the broader economy.