Bob Elliott, CEO and CIO at Unlimited, shares insights on the growing significance of direct lending in private finance. Pooja Sriram from Barclays Capital dissects inflation trends and the disconnect between political rhetoric and economic realities. Jason Furman analyzes Federal Reserve policies, discussing the potential for rate cuts and their impact on market volatility. Together, they explore the challenges of maintaining credibility in monetary policy and the interconnectedness of global economic factors, including China's influence on Western inflation.

Discussing the rally in the equity market with health care as a good value play, Fed delivering a balanced message, Elon Musk's $56 billion pay package, and Tesla's relocation to Texas.

Guests Lori Calvasina, Pooja Sriram, Deborah Cunningham, and Steven Pagliuca discuss investor uncertainties, Federal Reserve outlook, market success strategies, and challenges in managing sports teams.