In this discussion, Robert Kaplan, former Dallas Fed President and Goldman Sachs vice chairman, shares insights on the Fed's hesitant rate decisions, deeming them positive. Charles Dallara, former IIF CEO, warns of potential global market turmoil stemming from Trump’s trade policies. Lizanne Saunders, Chief Investment Strategist at Charles Schwab, highlights market trends influenced by AI, particularly in holiday shopping dynamics. The conversation also covers Qualcomm's legal triumph over Arm Holdings, impacting semiconductor market strategies.

Rick Worcester, President of Charles Schwab and soon-to-be CEO, shares his vision for the firm's future. Lizanne Saunders and Jeffrey Kleintop delve into market trends and global investment opportunities. Omar Aguilar discusses evolving wealth management strategies and client behaviors. The guests also tackle cryptocurrency, technological advancements in finance, and investor engagement amid economic uncertainty, highlighting the growing significance of younger investors in the financial landscape.