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.

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!