Earnings growth and attractive valuations for Japanese companies, reforms to corporate governance, and other shifts in the Japanese economy may create opportunities for investors.

Patrick Harker, former President of the Federal Reserve Bank of Philadelphia, joins the show to discuss monetary policy, inflation expectations, and more.

With official data halted by the U.S. government shutdown, investors turn to private and high-frequency indicators to track jobs, spending, and growth in real time.

With the U.S. government shutdown and the absence of some employment data, what proxies are analysts using to assess the health of the economy?

What does the “dot plot” indicate about the direction of interest rates?

Why hasn't the broader global economy felt the full effect of tariffs on imports?

Joel Levington joins the show to discuss corporate credit, private credit, the auto industry, ratings agencies, and more.

AI technology has the potential to profoundly improve industries and markets, but not without some risks—like valuation and profitability—that investors should be aware of.

Robin Brooks of the Brookings Institution joins Kathy Jones for a discussion about central bank policy around the world and the status of the dollar.