Peter Tchir, Head of Macro Strategy at Academy Securities, predicts increased market volatility in January, urging vigilance among investors. Wendy Schiller, Director at Brown University, discusses the complexities facing the incoming Trump administration, emphasizing that quick victories are unlikely despite a Republican trifecta. The conversation also touches on global investment opportunities, with a focus on China amidst rising trade tensions and geopolitical strategies that could reshape U.S.-Europe relations.

Peter Tchir's favorite hedge is calls on the treasury market. Steven Major observes evidence of capitulation in the markets. Julie Norman predicts the Israel-Hamas war will define the region's future. Erika Najarian discusses bank earnings. Doug Kass factors geopolitical risk into his market outlook.

Guests Kelsey Berro, Sarah Hunt, Peter Tchir, and Kevin Tynan discuss the impact of rising interest rates on bond prices, concerns about the trajectory of treasuries, options for the future of automakers, the current state of the Republican Party, and obstacles and bipartisanship in policy making.

Peter Tchir discusses potential issues in the global supply chain, Libby Cantrill talks about the margin of error for House Republicans to avoid a government shutdown, Dan Ives predicts Apple buying ESPN, and Alexander Goldfarb shares insights on the commercial real estate market.

Peter Tchir, Head of Macro Strategy at Academy Securities, dives into the Supreme Court's critical examination of TikTok's legal challenge against a U.S. ban. He discusses the broader implications for tech regulation and the economy. The conversation also touches on key economic indicators like job growth and inflation, as well as the potential impact of the Federal Reserve's actions on the markets. Tchir sheds light on the auto industry's shift toward electric vehicles and the evolving landscape of cross-industry investments.

Peter Tchir, head of macro strategy at Academy Securities, discusses the potential for further downside in stocks as market dynamics shift. Evan Roth Smith, founding partner of Slingshot Strategies, offers insights into the upcoming presidential debate and its implications. Jitania Kandhari, deputy CIO at Morgan Stanley, warns that the pace of inflation may become more challenging. Together, they explore how sentiment, economic factors, and political events interconnect, shaping the financial landscape.

Peter Tchir, Head of Macro Strategy at Academy Securities, shares insights on market rebounds and investor sentiment. Laura Davison, Bloomberg Politics Editor, explores Vice President Kamala Harris's strategic choice of Minnesota Governor Tim Walz as a running mate. Margie Patel, Senior Portfolio Manager at Allspring Global Investments, discusses her market outlook amid economic uncertainties. Mandeep Singh, Senior Tech Industry Analyst, analyzes Uber's earnings and the competitive landscape of the ride-sharing industry, highlighting investment strategies in a volatile tech sector.

Peter Tchir shares insights on the US economy shifting, NYSE President discusses round-the-clock stock trading, and Torsten Slok predicts no Fed rate cuts in 2024. The podcast covers market surveys, economic data, and Fed policy speculations.

Peter Tchir questions US exceptionalism, Veronica Clark on Fed's interest rate path post-soft jobs data, Ken Leon downgrades Live Nation. Discussions on US market performance, geopolitics, simplicity in financial planning, labor market trends, future bug impact, inflation trends, regulatory challenges in the ticketing industry, and lending standards in the economy.

Peter Tchir, head of macro strategy at Academy Securities, discusses Iran-Israel tensions and global market risks. Topics include oil price predictions, economic outcomes, and navigating turbulent times. Insightful analysis on military insights into finance, impacts on global markets, Biden's strategy, and long-term effects on energy markets.