Steven Meier discusses investing in alternatives with concentration risks. Ian Shepherdson and Gregory Daco react to soft retail sales data, Fedspeak anticipation. Topics include strategic asset allocation, impact of weak retail sales on inflation, housing market analysis, economic stress on lower-income groups, and potential Fed rate cut effects on financial markets.

Tal Jacobson, CEO of Perion Network, shares the company's response to Israel-Hamas conflict. Stephen Myrow of Beacon Policy Advisors discusses the House Speaker vote. Steven Meier from NYC Retirement System talks about pension funds and investments. Topics include Israel's ongoing conflict, business climate, and effects on Israeli companies.