John Stoltzfus, Chief Investment Strategist at Oppenheimer, highlights the resilience of the current bull market, suggesting it has real staying power. He notes a broadening investor interest in equities amidst economic uncertainties. William Dudley, former President of the Federal Reserve Bank of New York, discusses how market sentiment influences Fed decisions and tackles fiscal challenges. Together, they delve into the evolving retail landscape and the impact of e-commerce on traditional shopping, underscoring the complexities of adapting to change.

William Dudley, former President of the Federal Reserve Bank of New York, shares insights on the economic implications of President-elect Trump’s policies, including fears of inflation and market volatility. Tom Steyer, co-founder of Galvanize Climate Solutions, emphasizes the urgency of America leading the green energy transition while discussing the striking drop in solar prices. Both guests examine the evolving landscape of U.S. energy dynamics and consumer behavior, highlighting the challenges and opportunities as the nation adjusts to new policies.

Hugh Johnston, the CFO of Disney, shares insights on the company's mixed financial results, revealing challenges in theme parks while celebrating a streaming profit. Michael Darda, a chief economist, discusses his predictive call regarding the end of the soft landing amid soft jobs data. William Dudley, former New York Fed President, explores the Fed's ongoing challenges and his latest op-ed. Nouriel Roubini delves into the changing dynamics between the Fed and Treasury, raising concerns about economic uncertainty and investment strategies.