Minnesota Governor Tim Walz shares insights from the Democratic National Convention, emphasizing corporate tax policies and freedom. Former President Bill Clinton and media mogul Oprah Winfrey highlight the emotional narratives of the evening. Mindy Kaling brings humor to serious discussions, while Stevie Wonder and John Legend deliver inspiring performances. Economic advisors Mike Pyle and Robert Frank analyze Vice President Harris' tax proposals, including a capital gains tax overhaul. Plus, Peloton's financial ups and downs offer a lighter take on market trends.

Bob Michele, Global Head of Fixed Income at JP Morgan, shares insights on Fed rate cut expectations. Mike Pyle, former Deputy National Security Advisor, discusses his role in shaping economic policy during the Biden Administration. Mary Powell, CEO of Sunrun, highlights the urgent need for a revamped US electrical grid to support AI advancements and renewable energy. They explore the intricate interplay between monetary policy, economic trends, and the future of energy, providing listeners with thought-provoking perspectives on today’s economy.