Jim Bianco, a research expert, advocates for a 'no-landing' outlook on the economy following recent Fed rate cuts. Economist Joe Davis and financial professional Tony Rodriguez explore labor market trends and bond market dynamics ahead of upcoming job reports. Marc Rowan, CEO of Apollo, cautions that aggressive Fed cuts could backfire, while discussing the rising preference for private market financing over public bonds. Together, they analyze the implications of economic indicators and the shifting landscape of interest yields.

Sarah Wolfe from Morgan Stanley discusses inflation impact on labor market, Glenn Youngkin talks Trump and Republican National Convention, Brian Weinstein and Tony Rodriguez analyze NY Fed President's comments and recent economic data

Victoria Fernandez from Crossmark Global Investments advises caution in US investing, while Neil Dutta and Tony Rodriguez discuss the Fed, labor market, and inflation. Tom Steyer talks about his new book on climate solutions. The podcast covers market volatility, sector challenges, Federal Reserve analysis, labor demand, financial planning, and global response to climate change.