Joanne Hsu, Director of the University of Michigan Surveys of Consumers, shares insights on the recent rise in consumer sentiment and its relationship with inflation. George Ferguson, an aerospace analyst, discusses the ongoing Boeing strike's impact on the 737 MAX program. Mo Haghbin of Invesco reveals market outlooks, while Dan Ives from Wedbush analyzes Adobe earnings and big tech developments. The discussion also touches on the compensation disparities in college athletics, advocating for better representation and reform.

Mo Haghbin, Head of Multi-Asset Solutions at Invesco, discusses Invesco's solutions-based approach, research-driven asset allocation, and the importance of customized solutions. The conversation covers regime-based asset allocation, factor investing, and Invesco's portfolio management strategy. The chapter also explores Mo's journey from Iran to the US, diverse career path across asset classes, and influential figures in their professional growth.