Thomas Barkin, President of the Richmond Federal Reserve Bank, shares his insights on interest rates and the Federal Reserve's policy under a potential second Trump administration. Hugh Johnston, CFO of The Walt Disney Company, discusses the company's recent earnings report, including trends in their streaming services and park performance. The conversation covers how tariffs and economic factors shape financial strategies and consumer preferences, while exploring the complexities of the bond market amid geopolitical uncertainty.

Thomas Barkin, Federal Reserve Bank of Richmond President, discusses the current state of the economy, the Fed's stance on interest rates, balancing risks of employment and inflation, hiring trends, credit stress, and assessing risks in commercial real estate.

Thomas Barkin, Federal Reserve Bank of Richmond President, discusses the Fed's stance on interest rates, analyzing labor market strength and inflation levels. They also talk about hiring trends, job cuts, and concerns in the banking sector. The impact of commercial real estate on interest rates is analyzed along with the efforts of the Federal Reserve to manage this sector.