Ian Bremmer, founder of Eurasia Group, offers sharp insights on the war in Ukraine and a potential ceasefire between Israel and Hezbollah, highlighting the geopolitical ripple effects of a Trump presidency. Whitney Tilson, founder of Kase Capital Management, shares his ambitions for the NYC mayoral race, discussing the Democratic Party's dynamics and key urban issues like transportation and crime. Together, they navigate the complex interplay of politics, markets, and global relations, providing a compelling look at contemporary challenges.

Former hedge fund manager Whitney Tilson discusses the strength of the macro picture, importance of not betting against America, stock picks, lessons learned from Charlie Munger, patience in investing, and five calamities that can derail a successful life.

Whitney Tilson, an influential newsletter editor and former hedge fund manager, discusses troubling signs of a potential bubble in high-quality stocks. He highlights the risks of inflated valuations and shares strategies for investing in leading companies like Costco and Nvidia. Tilson offers fascinating insights into activist investing's impact on firms such as Nike, and emphasizes the importance of a disciplined, long-term portfolio strategy. He also draws wisdom from Charles T. Munger's teachings, illustrating the need for continual learning in the pursuit of quality investments.

Senior Analyst Alison Williams discusses bank earnings. Whitney Tilson debates President Biden's ticket. CIO Cam Dawson talks about PPI, inflation, and the equity rally. Bob Hormats examines US China policy for the 2024 election.

Whitney Tilson, founder of Kase Capital Management and a candidate for NYC mayor, shares his insights on tackling crime and urban challenges. He highlights the need for fresh, business-minded leadership in the political landscape. Tilson delves into NYC's campaign financing intricacies and emphasizes the importance of small donations. With a focus on police reform, he discusses enhancing police effectiveness while reassessing sanctuary city policies regarding illegal immigrants. His vision aims to create a safer and more livable New York City.