Whitney Tilson

In this discussion, Amanda Lynam, Head of Macro Credit Research at BlackRock, delves into signals from the bond market, revealing whether recent market tumult is a sign of deeper issues. Jay Timmons, CEO of the National Association of Manufacturers, tackles the challenges of workforce training and the impact of manufacturing regulations. Meanwhile, Whitney Tilson shares insights from his NYC mayoral candidacy and policy ideas aimed at boosting economic growth. Together, they explore critical intersections of finance, manufacturing, and politics.

In this discussion, Torsten Slok, Chief Economist at Apollo Global Management, highlights the rift among Fed policymakers on inflation and rate cuts. Henrietta Treyz, co-founder at Veda Partners, analyzes the potential impact of NYC's mayoral race on national voter sentiment and turnout amid affordability concerns. Meanwhile, Henry Allen from Deutsche Bank examines how current market pullbacks might reflect normal behavior despite underlying strengths. Finally, Whitney Tilson, former hedge fund manager, shares insights on the NYC election's stakes, emphasizing public safety and affordability as key voter issues.

Whitney Tilson, an NYC mayoral candidate and former hedge fund manager, dives into the complexities of New York City's upcoming election. He discusses how ranked choice voting impacts voter dynamics and highlights the rise of independent candidates. Delving into critical issues, Tilson addresses crime, housing challenges, and the need for private sector solutions. He also reflects on the implications of sanctuary city status and emphasizes the importance of education reform to tackle urban challenges, all while advocating for a moderate, optimistic approach to city governance.

Ed Morse, Senior Advisor at Hartree Partners and former Head of Global Commodities at Citi, shares insights on the Israel-Iran conflict's impact on global energy prices. He discusses how traders anticipate the situation will remain contained despite initial market turmoil. Whitney Tilson, NYC mayoral candidate and former hedge fund manager, dives into the dynamics of his campaign, touching on vital issues like crime and housing affordability as he navigates the complexities of the race. Tune in for a blend of global energy insights and local political strategies!

Whitney Tilson, a former hedge fund manager and NYC Mayoral candidate, shares his vision for the city’s future. He discusses the urgency for a change agent to rejuvenate New York's economy and the need to challenge conventional political channels. Tilson critiques current zoning laws, arguing for private sector investment to resolve the housing crisis. He also draws parallels between extreme mountain climbing and navigating the complexities of a mayoral campaign, emphasizing public safety and business optimization.