Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern speak daily with leaders and decision makers from Wall Street to Washington and beyond. No other program better positions investors and executives for the trading day.
Chapters:
00:00 AI Financing, Fed Rate Hikes and Iran
05:06 Capital Demand Is Putting Pressure on Rates – Marvin Loh, State Street
17:10 Iran Has Leverage as US Tries to Wait It Out – Lt. Gen. Karen Gibson (Ret.), Academy Securities
30:06 IHG Sees Positive Momentum Continuing in Second Half – Elie Maalouf, IHG Hotels & Resorts
41:32 Fed Needs More Data to Rule Out Rate Hikes – Kelsey Berro, JPMorgan Asset Management
53:53 AI Debt Boom Puts Leverage in Focus – Anastasia Amoroso, Partners Group
1:05:23 Democratic Primaries Could Reshape the 2028 Race – Libby Cantrill, PIMCO
1:17:48 The K-Shaped Consumer Divide Is Closing – David Tinsley, Bank of America Institute
1:28:45 Yen Intervention Was Largely a One-Off – Mark McCormick, BMO Capital Markets
1:40:42 AI Earnings Keep the CapEx Boom Going – Omar Aguilar, Schwab Asset Management
1:53:19 The Next AI Opportunity Is Infrastructure – Isabelle Freidheim, Athena Capital
2:06:13 Oil Keeps Inflation Risks Tilted to the Upside – Sophia Kearney-Lederman, FHN Financial
2:14:37 AI Infrastructure Still Has Room to Run – Kristen Bitterly, Citi Global Wealth at Work
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