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, shares his inspiring journey from Shiraz, Iran, to leading asset allocation for $88 billion in client assets. He discusses Invesco's unique top-down investment strategies that prioritize tailored solutions for diverse clients. Mo elaborates on the importance of research-driven decision-making, the impact of technology in investment processes, and his personal experiences that highlight mentorship and collaboration. His insights provide a fascinating perspective on the complexities of navigating both public and private asset management.