Jim Zelter, President at Apollo Global Management, shares insights on the markets and US economy amid inflation and geopolitical concerns. Mary Daly, President of the San Francisco Federal Reserve, discusses the balance between interest rates and economic stability. Mike Schumacher from Wells Fargo elaborates on the US rate path, while Nela Richardson, Chief Economist at ADP, reacts to fluctuating jobless claims. The conversation navigates the complexities of national security, labor market trends, and evolving investment strategies in a turbulent economic landscape.
