Michael Morris, a Guggenheim securities analyst known for his deep dive into Netflix and the streaming market, explains the recent surge in Netflix shares following impressive earnings and potential price increases. Meanwhile, Robin Vince, CEO of Bank of New York Mellon, sheds light on capital markets' role in global economic growth amidst record profits. The conversation also touches on President Trump's $500 billion Project 'Stargate' aimed at boosting AI infrastructure, revealing key market implications and winners in the tech space.

Robin Vince, CEO of Bank of New York Mellon and a key player in global finance, dives into the complexities of the U.S. economy and the growing deficit. He discusses how the upcoming election may shape fiscal policies and the impact on U.S. Treasury markets. Vince highlights the importance of strategic acquisitions and innovative growth strategies in financial services, showcasing his firm’s impressive $50 trillion in assets. The conversation also touches on the necessity for investment in critical infrastructure and energy initiatives.

BNY Mellon CEO Robin Vince discusses the bank's 240-year history, preparing for any kind of 2024 economy, expectations of loosened regulations, and integration of employees back into the office.