Geetha Ranganathan, a technology and media analyst at Bloomberg Intelligence, shares insights on Disney's leadership shake-up and the search for a new CEO. Roger Crandall, CEO of MassMutual, talks about trends in life insurance amidst rising costs. Julie Smolyansky, CEO of Lifeway Foods, discusses the thriving demand for probiotic dairy products and the challenges smaller brands face in retail. Miguel Sosa, from Bluerock, offers perspective on the current investment landscape, highlighting emerging opportunities and the impact of interest rates on equity markets.

Shawn Donnan, a senior economics writer, and Stuart Paul, a US economist, analyze the economic conditions in key swing states that could sway the upcoming election. They discuss slow post-pandemic growth, rising housing costs, and shifting voter sentiment. Ian King shares insights on semiconductor trends, focusing on TSMC and Nvidia amid geopolitical concerns. Gal Krubiner, CEO of Pagaya, reveals how AI is revolutionizing fintech, particularly in loan structuring and alternative lending dynamics. Miguel Sosa offers perspectives on navigating market optimism despite interest rate challenges.

Research and product strategist Miguel Sosa discusses deconstructing modern portfolio theory and applying its three elements for building efficient portfolios. The conversation explores the benefits of adding private equity real estate, comparing private real estate with publicly traded REITs, and how regular investors can access high-quality private real estate investments.