Economic analyst Danielle DiMartino Booth discusses the May FOMC meeting focusing on labor market softening, recession indicators, consumer spending trends, layoffs across sectors, private equity challenges, and dissent within the Federal Reserve. Insights on the new neutral interest rate and Basel III regulations are also explored.

Pranav Kanade, portfolio manager of the VanEck Digital Assets Alpha Fund, discusses his investment philosophy in crypto, the impact of macroeconomics on the market, decentralized physical infrastructure networks, Tesla's role in the industry, comparison between Eth and Sol, and the intersection of AI and crypto projects.

Financial market expert and investor Harris Kupperman discusses potential market scenarios in 2024, including bond sell-offs, Fed rate hikes, and opportunities in oil, gold, uranium. He also shares insights on gaining gold exposure, the A.I trade, and Bitcoin. The discussion covers various investment strategies and risks in a changing market landscape, including the impact of rising interest rates on banking and the economy.

Fundrise Co-Founder and CEO Ben Miller discusses U.S public debt, commercial real estate, housing market, and the impact of higher interest rates. Topics include real estate time bomb, bull case for CRE, lending, private credit, and the potential consequences of rates staying high for longer.

Financial analyst Chris Whalen discusses the impact of 'Higher For Longer' interest rates on banks. Topics include banking net interest income, commercial real estate, consumer deposits, mid-size vs. big banks, Bank of America's performance, and the effects of the interest rate regime on banks' core business.

Guests Michael Howell and George Robertson debate the true drivers of the bull market, with Michael focusing on global liquidity and central bank balance sheets while George dismisses their influence. Topics include contrasting views on the Fed, impact of liquidity on markets, Bitcoin ETF availability, government influence on Treasury yields, and predictions of a market downturn by 2025.

Mark Dow, with vast experience in the global monetary system, challenges the notion that monetary plumbing drives asset price fluctuations. He discusses the limited impact of QE on mortgage spreads and questions the wealth effect. Dow highlights the psychology behind stock market valuations and the misattributed influence of interest rates.

Jonathan Treussard from Treussard Capital Management discusses the definition of bubbles and the risks of 'engineered yield'. He finds US market valuations high, preferring cheaper European and Japanese markets. The conversation covers private credit, ethical concerns, stock market valuations with focus on Nvidia, and the impact of a potential new Cold War on global economic dynamics.

Rupert Mitchell, a former investment banker experienced in Chinese IPOs, discusses how cheaply produced Chinese EVs will impact the global market. He touches on topics like tires, refiners, gold miners, and the dominance of China in the electric vehicle industry. Mitchell explains the potential 'bloodbath' awaiting middle-market global EV makers due to Chinese competition.

Jason Hsu dives into the Chinese equity market, highlighting the potential for onshore Chinese stocks. Topics include the real estate market dynamics, China's push to move up the value chain, and the affordability of Chinese stocks. Regulatory scrutiny on tech, the banking system's resilience, and the impact of the Japanese real estate bust are also discussed.