Economic strategist Thierry Wizman and economist Michael Darda discuss market uncertainties, earnings reactions, stock strategies, Federal Reserve adjustments, potential rate cuts, and challenges in the electric vehicle industry. Insights on Elon Musk's leadership style are explored, highlighting the importance of separating his persona from his companies' performance.

Economists discuss inflation data and the Fed's focus, insights on FX weakness and US economic outlook, and a deep dive into streaming wars, Meta earnings, and tech regulation.

Guests John Stoltzfus, Elliot Ackerman, Sarah Hunt, and Thierry Wizman discuss topics such as the importance of the consumer and jobs market in 2024, rising geopolitical tensions in the Middle East and Indo-Pacific, potential weaker economic scenarios indicated by six rate cuts, long positions on oil, and catalysts that could drag down stocks in 2024.