Douglas Porter, Managing Director and Chief Economist at BMO, and Yung-Yu Ma, Chief Investment Officer at BMO Wealth Management U.S., delve into the complex world of U.S.-Canada tariffs. They discuss how these tariffs are influencing economic growth, inflation, and market volatility in both nations. The conversation highlights the potential shifts in consumer confidence and strategies for investing amid uncertainty. Insights on currency fluctuations, asset allocation strategies, and the impact of potential Federal Reserve rate cuts make for an engaging and informative discussion.

Tom Lee, a financial expert known for his market insights, joins Bryn Talkington, a capital strategist, Yung-Yu Ma from BMO Wealth Management, and Chris Harvey, a securities analyst, to tackle the burning question: can we trust this market rebound? They explore the implications of upcoming CPI data and dissect recent market volatility. Harvey urges investors to focus on selective stock picks, while the group shares concerns over potential global risks and the Federal Reserve's strategies amid mixed signals in the economy.

Former Trump assistant Andrew Giuliani discusses JD Vance as a potential running mate. Topics include the aftermath of an assassination attempt, policy comparisons between Trump and Biden, willingness to serve in Trump's administration, contrasting economic policies in China and the US, and analysis on US markets with a focus on consumer staples caution.