Scott Mushkin

Founder and CEO of R5 Capital who discussed consumer behavior, retail earnings, and outlook for 2026 during the show.

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Dec 4, 2025 • 43min

Markets on Edge, Nvidia Eyes China, Vaccine Rules Under Fire 12/4/25

Jim Caron, Chief Investment Officer at Morgan Stanley, shares insights on Fed policies and labor-market trends. Scott Mushkin, CEO of R5 Capital, dives into consumer behavior and retail earnings with a cautious outlook for 2026. Lee Baker, president of Clara's Financial Advisors, discusses investment opportunities linked to data centers and AI infrastructure. They all weigh in on NVIDIA's strategic push to access China's AI market and the implications of current vaccine policies.

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