Mona Mahajan

Vincent Reinhart, a chief economist known for his insights on monetary policy, delves into the surprising GDP surge and its implications for the Fed. Dan Skelly of Morgan Stanley shares a bullish market outlook for 2026, focusing on AI and M&A. Mona Mahajan from Edward Jones highlights the constructive equity rotation driven by inflation expectations, while Peter Supino provides in-depth analysis of the Warner/Paramount bidding war and its potential impacts on the media landscape.

Gene Munster, Sara House, Mona Mahajan, Mandeep Singh, and Anurag Rana discuss tech earnings, breaking jobs, Apple's cash flow, Meta's success and growth, implications of the latest jobs report, challenges and expectations in China, Meta's success in digital advertising, Apple's innovation trend and short-term growth prospects, tech companies' mention of AI on conference calls, VR headsets, trading platforms, cybersecurity, the resurgence of the cruising industry, and reflections on the pandemic's impact.

Mona Mahajan, Head of Investment Strategy at Edward Jones, shares insights on the macroeconomic outlook, Fed policies, and labor market trends, emphasizing their implications for real estate. Tony Wong, Portfolio Manager at T. Rowe Price, delves into tech earnings and the future of AI investing. Lastly, Steve Leisman, Senior Economics Reporter for CNBC, analyzes dissent within the Fed and its possible effects on the market. Tune in for a dynamic discussion on critical market movers!

In this engaging discussion, Mona Mahajan, Principal at Edward Jones, shares insights on diversified asset exposure and the potential use of 401(k) funds for home purchases. Jon Lieber, from Eurasia Group, connects affordability issues with energy needs for data centers, while highlighting a shift in the Republican Party towards interventionism. Stephen Stanley, Chief Economist at Santander, predicts a stable Fed and dives into economic signals suggesting a stronger 2026, despite K-shaped recovery challenges. Together, they unpack the intricate ties between politics, economics, and market dynamics.

Solus' Dan Greenhaus and Edward Jones' Mona Mahajan discuss market action and year-end investing. Bernstein's Stacy Rasgon shares insights on Nvidia's new AI chip. The Blueshirt Group's Gary Dvorchak talks about sideline talks between China and the US. Janus Henderson's Adam Hetts discusses finding value in investments. Courtney Reagan looks ahead to retail earnings and interviews Tyson CEO on consumer behavior changes.

Mona Mahajan, Principal and Head of Investment Strategy at Edward Jones, shares insights on the market's new all-time highs, driven by Berkshire Hathaway's investment in UnitedHealth. They discuss the volatile tech landscape, with Janus Henderson favoring Amazon and Microsoft. The conversation dives into Intel’s potential government stake and its implications for innovation. Additionally, they analyze how consumer sentiment is shifting amid inflation and the broader economic landscape, highlighting resilience amidst challenges.

Steve Kovach, a CNBC reporter specializing in Apple’s business in China, sheds light on Apple's dwindling sales and intense competition from local brands like Huawei. He discusses CEO Tim Cook's strategies during his visit to China and the growing importance of India as a market. Mona Mahajan, a senior investment strategist, provides an insightful analysis of consumer confidence data and its impact on the economy. The conversation touches on the challenges tariffs pose to spending and corporate earnings as markets respond to fluctuating economic indicators.

Cam Harvey, a Duke University professor examining economic data, joins Sarah House, a Wells Fargo economist focused on consumer insights. They discuss the latest CPI data and its implications for inflation and rate cuts. Rebecca Patterson analyzes market trends, while Mona Mahajan shares observations on client behavior. Nouriel Roubini critiques the economic impacts of potential Trump and Harris presidencies, and Richard Haass elaborates on geopolitical tensions ahead of the 2024 election, underscoring how these factors intertwine with economic forecasts.

Financial expert Mona Mahajan and economist Ian Shepherdson discuss the June 30 deadline for investors, S&P 500 bull market performance, potential rate cuts by the Fed, Brexit's impact on the UK economy, historical inflation comparisons, and podcast availability on different platforms.

Guests include Jamie Dimon, Mona Mahajan, and Michael Collins discussing inflation, equity market, and geopolitics. Mahajan expects balance in earnings due to Fed rate cuts. Collins suggests buying treasury notes above 4.5%. Topics include navigating economic uncertainties, global dynamics, and technology in banking sector.