Rep. French Hill

Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, shares her insights into how inflation impacts stock markets and investing strategies. Huw van Steenis, Vice Chair at Oliver Wyman, discusses the significance of private credit in today's economy. French Hill, a US Republican Representative, talks about his role in addressing budget challenges and fiscal responsibility. Together, they explore the complex interplay between inflation, equities, and the broader economic landscape, offering a rich blend of analysis and humor.

French Hill, a Republican Congressman from Arkansas, emphasizes that tariffs are more about long-term spending reform than simply balancing the budget. David Kelly, Chief Global Strategist at JPMorgan, discusses the Fed's balancing act—navigating current economic realities while anticipating future policy shifts. Both guests highlight the implications of recent CPI data on interest rate cuts, with Kelly expressing cautious optimism from CEOs and small businesses about the economic outlook.

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.

French Hill, the incoming chair of the House Financial Services Committee and an agricultural lender from Arkansas, discusses key issues in crypto and finance. He dives into the urgent need for economic aid for farmers amidst a crisis. Hill also highlights the implications of the FIT21 Act on cryptocurrency regulation and the necessity for clear guidelines to define decentralized assets. Additionally, he considers the U.S.'s potential as a Bitcoin leader and the tailored regulations needed for community banks.

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.

French Hill, House Financial Services Committee Chairman and Republican Representative from Arkansas, dives into the urgent need to renegotiate the USMCA to limit imports from China. He explores how strategic changes can bolster American manufacturing while addressing tariff impacts on local economies. Hill also discusses the complex interplay of trade diplomacy, budget cuts, and healthcare funding, emphasizing the importance of bipartisan cooperation for the economy. His insights shed light on how government policies affect families and businesses across the nation.

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.

Rep. French Hill (R-Ark.), Vice Chairman of the House Financial Services Committee, breaks down the Financial Innovation and Technology for the 21st Century Act. He discusses bipartisan support, the regulatory framework for digital assets, and reactions to SEC Chair Gary Gensler's pushback. The podcast explores the potential approval of a spot ether ETF and the impact on blockchain development.