Chief Investment Strategist at Charles Schwab, Bloomberg Opinion Columnist, founder of Pangaea Policy, and Chief Economist at Berenberg discuss market reactions to UK and US elections, investing strategies, market concentration, balance sheet strength, profitability in companies, aftermath of elections, concerns about President Biden, potential DNC changes, economic outlook for Europe, and insights on economics and finance.

Marcus Ashworth, a Bloomberg Opinion columnist and seasoned markets expert, discusses the turbulent state of the eurozone and potential government instability in France. He unpacks the euro's precarious position against the dollar and the struggles of French markets. The conversation dives into the decline of London's stock market, high stamp duties, and the need for reforms. Ashworth suggests that reliance on US stocks is risky and advocates for diversification in investment strategies to navigate these choppy waters.

Joining the discussion is Marcus Ashworth, a Bloomberg Opinion columnist known for his insights into macro themes and financial markets. He dives into gold's recent surge amid geopolitical tensions, positioning it as a safe-haven asset. The conversation also touches on the fluctuating oil prices and the evolving bond market. They explore the challenges facing the Chinese yuan as it vies for global currency status against the U.S. dollar, alongside the implications of central bank digital currencies on traditional finance.

Anurag Rana discusses Oracle earnings, Alex Harris talks about talent exit at New York Fed, Marcus Ashworth covers Macron's decisions. EU imposing tariffs on EV imports from China, NextEra Energy CEO on power demand, Sung Choi on metal supply issues for energy transition.

Angelo Zino discusses Apple's WWDC news, Ira Jersey anticipates US CPI data and Fed meeting, Marcus Ashworth covers Macron's investor faith. Recruitment challenges in US labor market also discussed.