Guest Jamie Cox, Managing Partner at Harris Financial Group, shares insights on the Federal Reserve's gradual shifts in policy, emphasizing its impact on market trends and inflation expectations. Monika Bičkauskaitė, Public Policy Director at Key Elements Group, discusses the geopolitical implications of recent Israeli military actions against Hamas and Hezbollah. They explore evolving diplomatic efforts in the Middle East and the potential reconfiguration of regional alliances. The dialogue highlights emerging market opportunities amid shifting economic landscapes.

Ahmed Riesgo, Chief Investment Officer at Insigneo, discusses the bounce back of Japanese stocks due to shifts in US futures and the implications of the unwinding yen carry trade. Nick Schoenmaker, Client Portfolio Manager at Drummond Capital, delves into recent U.S. market movements and recession risks tied to disappointing employment reports. Monika Bičkauskaitė, Public Policy Director at Key Elements Group, sheds light on how inflation trends affect Japanese equities and explores the rising tensions between Israel and Iran and their potential impacts on global markets.