Ian Lyngen, head of US Rates Strategy at BMO, predicts a potential 50bps cut from the Fed to front-load the process. Matt Miskin, Co-Chief Investment Strategist at John Hancock, discusses how the cutting cycle may end with lower numbers for the 10-year and Fed funds rates. Blerina Uruci, Chief US Economist at T. Rowe Price, expresses skepticism about the sustainability of disinflation in goods. The conversation dives into the implications of these potential cuts on the economy and market strategies.

Economics and finance experts Kona Haque & Matt Miskin discuss the global ramifications of drought on the rice market. Matt Miskin delves into stock concentration in the S&P 500 and the importance of free cash flow in capital allocation. The episode also touches on leadership insights, book recommendations, and promotions for various companies and events.

Dana Telsey recaps a busy holiday shopping season and notes moderation in consumer spending. Dan Ives predicts Apple's market cap to hit $4 trillion. Matt Miskin expects the Fed's influence over markets to decrease. Tom Tzitzouris discusses rate cuts for central banks. Norman Roule highlights escalating tensions in the Middle East.