Jodi discusses Biden's progress in battleground states, Nancy predicts market trends, Eric reacts to US jobs report. Insights on voter preferences post-debate, market impact of French and US elections, investment strategies, Federal Reserve's dual mandate, stock market performance during election years, and AI's influence on investments.

Nancy Davis, founder of Quadratic Capital Management, discusses the Fed Meeting, inflation, and opportunities for investors. She highlights the history of high inflation and the options available now to protect portfolios. Nancy also talks about IVOL, rates market indicators, and the importance of monitoring inflation-protected bonds.

Adam Turnquist, Kunjan Sobhani, and Nancy Davis discuss the Fed's decision, Qualcomm's success in China, market strategies, and the impact of the Fed meeting on markets. They touch on inflation protection bonds, bond market stability, and AI's future in investment strategies.