Brian Levitt, Global Market Strategist at Invesco, sheds light on market volatility and policy uncertainty. Scott Chronert, from Citi, shares insights on macroeconomic factors shaping equity markets, while Kevin Gordon of Charles Schwab discusses market dispersion and the future of U.S. equities. The conversation dives into recent inflation data, impacts of international tariffs, and shifting investor sentiment towards tech stocks, all amidst concerns over labor market dynamics and economic growth.

Guests on the podcast discuss the broadening market outlook, domestic investment opportunities in China, power demands of data centers, potential impacts of tax increases, economic policies of Biden and Trump, and challenges for college graduates in the evolving job market.

Former US Treasury Secretary Lawrence H. Summers critiques the Fed's recent actions on inflation, calling it a significant recovery. Scott Bessent of Key Square Capital compares US markets to emerging markets, highlighting shifts in investment strategies. Jennifer Huddleston from the Cato Institute argues for Google's search dominance amid antitrust scrutiny. Citi strategist Scott Chronert discusses tail risks in US equities, emphasizing the need for caution in the current volatile landscape.

Citi U.S. Equity Strategist explains election risk. Rise of alternative investing on Wall Street. 'Trump rally' in the market. Capital requirements on banks and lending. Vision for publishing company through employee ownership. Cyber threats and financial news. Bank scrutiny and earnings announcements. Opportunities in infrastructure investment. Potential impact of a Trump win on the economy. Private equity's impact on book publishing. Job cuts and restructuring plans in various companies.

Former Council of Economic Advisers Chair explains US labor market slowdown. Citi US Equity Strategist analyzes cross-asset rally after Fed pause. Willett Advisors CEO discusses UAW agreements with Big Three automakers. KKR Head of Global Macro and Asset Allocation dives into China's shift to disinflationary.

Lori Calvasina and Scott Chronert discuss the paradigm shift in a higher-rates environment. Afsaneh Beschloss explains the differences among new BRICS entrants. Eric Cantor talks about how higher interest rates affect dealmaking.

This discussion features Anastasia Amoroso, iCapital's Chief Investment Strategist, who breaks down the bull market's resilience amidst shifting economic signals. Warren Pies from 3Fourteen Research highlights expectations for a soft landing and year-end rally. John Kolovos, a master technician, argues there's still potential for stock growth despite potential bumps. Christina Hooper from Invesco shares insights on cyclicals and small caps, while Scott Chronert from Citi examines market valuations and the promising Q4 outlook.

Former St. Louis Fed President and global chief economist discuss May's CPI data and Fed rate decision. Citi Research MD shares bullish tech stock outlook. Topics include inflation, market volatility, retirement security, and market sentiment.

Scott Chronert discusses US recession outlook and rate cuts, Sarah House previews CPI and Fed speak, Wendy Schiller breaks down DC headlines and Israel-Hamas war

Guests discuss positive outlook for risk assets and the flow of money into equities. They explore market timing impossibility and the influence of politics on investment decisions. Additionally, they talk about the impact of generative AI and the strength of the US dollar on the global economy. They also highlight the increasing interest in small cap and mid-cap stocks and share their cherished experiences living in university dorms.