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.

A new 60-day ceasefire between Israel and Hezbollah has been announced, marking a pivotal moment in ongoing conflicts. Insightful analyses reveal the complexities of regional stability and the implications for Gaza and Hamas. The dynamics of U.S. foreign policy under a changing administration are explored, along with Iran's influence on regional tensions. Local reporters provide a glimpse into Israel's military strategies moving forward, making the ceasefire a critical juncture in the geopolitical landscape.

Evelyn Farkas, the executive director of the McCain Institute and a Middle East politics expert, shares insights on the fragile dynamics between Israel and Hezbollah. She discusses the challenges of enforcing a 60-day ceasefire and the shifting influences of Iran in the region. Farkas highlights the role of international mediators and France's historical ties to Lebanon while addressing the urgent need for replenishment in Hezbollah's military. The conversation balances cautious optimism for peace with skepticism amidst ongoing tensions.

Liz Ann Sonders, the Chief Investment Strategist at Charles Schwab, shares unique perspectives on the unexpected rise of inflation due to tariffs. She discusses the psychological effects of market highs on individual investors and the differences between cap-weighted and equal-weighted S&P 500 strategies. Liz highlights challenges in cash flow amidst Federal Reserve fluctuations and emphasizes the importance of profitability changes as we look toward 2025. Plus, learn about the intriguing economic dynamics within the chicken industry!

Arkansas Representative French Hill weighs in on the impact of the proposed tariffs by the Trump administration. He delves into how these tariffs could affect trade relations with Canada and Mexico, and their potential implications for immigration policy. Hill also discusses the anticipated new chairs of congressional committees, shedding light on the future of regulatory reform in community banking. Joined by Bloomberg's Jonathan Ferro, Annmarie Hordern, and Lisa Abramowicz, the conversation reveals insights into the intricate balance of trade and policy.

Neel Kashkari, President of the Federal Reserve Bank of Minneapolis, explores the possibility of interest rate cuts in December, suggesting it's still a valid consideration. He discusses the current inflation landscape and its impact on policy-making. The conversation also tackles global trade dynamics, focusing on U.S.-China relations and domestic challenges within China. Together, these topics highlight the complexities of economic decision-making in a rapidly changing environment.

Jennifer Hillman, co-director of the Center on Inclusive Trade and Development and former general counsel at the U.S. Trade Representative, teams up with Eli Lee, Chief Investment Strategist at Bank of Singapore. They dive into Trump’s proposed tariffs on China, Canada, and Mexico, analyzing the strategic implications behind these vows. The conversation touches on how tariffs could impact trade dynamics, economic growth, and investment strategies. They also discuss the broader economic ramifications and the potential benefits for China amidst the tensions.

Doug Braunstein, Vice Chairman of Wells Fargo and former CFO of JPMorgan Chase, shares insights on how the Trump administration's policies are reshaping financial markets, boosting CEO confidence, and driving mergers and acquisitions. He discusses Wells Fargo's strategic expansion in investment banking and the challenges of attracting senior talent in a competitive landscape. The conversation also dives into the vital relationship between M&A and capital markets, with a unique look at the economic impact within the U.S. chicken industry.

Mick Mulvaney, former acting White House chief of staff and co-founder of the House Freedom Caucus, shares insights on the DOJ's decision to drop the election obstruction case against Trump. He discusses how this move may unexpectedly boost Trump's political prospects as he eyes a return to the presidency. Mulvaney also examines Project 2025's influence on governance, the looming budget battles Congress will face, and the challenges surrounding confirmations in the executive transition amidst ongoing party tensions.

Maxine Waters, a powerful voice in Congress and advocate for consumers, delves into Scott Bessent's 3-3-3 fiscal agenda, aimed at reducing national debt and boosting economic growth. She raises concerns over appointee loyalty and its impact on public policy. Waters highlights the importance of bipartisan efforts in tackling cryptocurrency regulation and the upcoming changes in SEC leadership. She also emphasizes the need for strict capital requirements in banking to prevent financial crises, ensuring safety for depositors and investors.