Carol Schleif, Chief Market Strategist at BMO Private Wealth, and Masahiro Kihara, CEO of Mizuho Financial Group, share insights on current market dynamics. They discuss how traders are viewing tariff threats as tactics rather than risks, leading to positive trends in Asian markets. Kihara expresses confidence in Mizuho's ability to achieve its ambitious profit target despite external uncertainties. They also touch on the evolving landscape of investment strategies amid challenges and opportunities in Japan's economy.