A lively discussion with James Steel on the bullish case for gold and other commodities, followed by Virginie Maisonneuve's insights on US inflation expectations and reactions to EU elections. Lauren Goodwin covers the Fed's challenges and the impact of rate cuts on asset allocation. Gene Munster reacts to Apple partnering with OpenAI for artificial intelligence advancements.

Neil Dutta, the Head of US Economic Research at Renaissance Macro, joins Steve Ricchiuto, an economist at Mizuho, Virginie Maisonneuve, Global CIO for Equity at Allianz, and Tony Capuano, CEO of Marriott. They dive into the implications of recent Consumer Price Index data on economic strategies. The discussion touches on the Federal Reserve's policy challenges, mortgage rates amidst stagnant home sales, and the dynamic landscape of corporate borrowing. Capuano sheds light on the hospitality industry's recovery and strategies to attract budget-conscious travelers.

Investment manager Virginie Maisonneuve, tech analyst Dan Ives, and tech investor Gene Munster discuss geopolitical analysis in France, including political shifts towards the right, concerns on security and integration, Macron's leadership, and the term 'far right' in the French context.