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 Fed Decision, Big Tech Earnings & Oil Surge
05:13 Chip Misses Could Restart the Bull Case — Julian Emanuel, Evercore ISI
16:28 More Gulf States Could Join the Fight — Col. Wayne Sanders (Ret.)
20:56 Appetite for Equities Remains Strong — Julian Emanuel, Evercore ISI
32:45 AI's Funding Test Isn't Over — Ted Mortonson, Baird
41:49 Warsh's Low-Info Strategy Fuels Volatility — Claudia Sahm, New Century Advisors
52:28 The Bar Is Too High for the AI Trade — Dan Suzuki, iCapital
1:06:44 Iran Believes Time Is on Its Side — Lt. Gen. Karen Gibson (Ret.), Academy Securities
1:21:27 Gold's Next Move Depends on the Fed — Amy Gower, Morgan Stanley
1:29:34 Inflation Still Drives the Fed — Esther George, Former Kansas City Fed President
1:43:38 Markets Want AI Returns — Saira Malik, Nuveen
1:55:02 Microsoft Holds the Key to the AI Trade — Gil Luria, DA Davidson
2:11:25 Why Warsh Wants More Uncertainty — Stephen Stanley, Santander
2:17:25 Markets Need the Fed's Reaction Function — Kay Haigh, JPMorgan Asset Management
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