Ed Yardeni, Yardeni Research President, Chief Investment Strategist & Founder, says "stocks are back in a bull market." Saira Malik, Nuveen Chief Investment Officer, explains why she is worried about equity earnings. David Malpass, The World Bank President, explains the factors behind their 2023 forecast cut. Rep. French Hill (R) Arkansas, says Kevin McCarthy was the only choice for Speaker of the House. David Rubenstein, "Peer to Peer with David Rubenstein" Host & Carlyle Group Co-Chairman and Co-Founder, discusses his interview with Coinbase CEO Brian Armstrong. Doug Kass, Seabreeze Partners President, talks challenges outlined in his latest, ‘Surprises for 2023’ note.  See omnystudio.com/listener for privacy information.

Rep. French Hill discusses GOP losing their way tactically. Gene Tannuzzo warns of a steepening that should concern investors. Andrew Hollenhorst explains the Fed's intentions with higher 10-year yields. Chris Marinac doesn't expect big bank failures. Jennifer Flitton suggests a government shutdown is possible on Nov 17th.

Citi Chief US Economist doesn't expect US soft landing. Markets focused on Europe, China. Upcoming retail earnings from Walmart, Target. House behind the curve. Future of financial markets and disciplined risk management discussed. Impact of keeping interest rates for extended period explored. Mixed messages in the market and frustration over store closures. Complexities of US-China relations and impact of money on college football highlighted.

Arkansas Representative French Hill weighs in on the impact of the proposed tariffs by the Trump administration. He delves into how these tariffs could affect trade relations with Canada and Mexico, and their potential implications for immigration policy. Hill also discusses the anticipated new chairs of congressional committees, shedding light on the future of regulatory reform in community banking. Joined by Bloomberg's Jonathan Ferro, Annmarie Hordern, and Lisa Abramowicz, the conversation reveals insights into the intricate balance of trade and policy.

Jim Bianco, president of Bianco Research and macro strategist, argues there’s no imminent recession despite weakening data. Neil Dutta, head of US economic research at Renaissance Macro, contends that the economy is worsening and advocates for a 50bp Fed rate cut. Rep. French Hill discusses the U.S. fiscal outlook and down-ballot races ahead of November, emphasizing the need for sustainable financial management. This engaging dialogue navigates the interplay between economic indicators and political dynamics.