Chinese equities have surged amid investor optimism about AI innovation and certain government initiatives, despite a slowdown in China's economy.

The Fed finally cuts rates, and Freya Beamish joins the show to discuss evolving labor market dynamics.

Greater mega-cap stock exposure carries significant upside risks, but concentration can also work against investors—helping make the case for diversification in portfolios.

Steven Meier, Deputy Comptroller and Chief Investment Officer for the New York City retirement systems, joins the show to discuss capital markets and public finance.

Progress on reducing fiscal deficits has stalled in some large economies around the world. Should investors be worried?

Liz Ann Sonders and Kathy Jones examine the state of the housing market in terms of real incomes, affordability, and willingness to take on debt.

The Federal Reserve may cut rates a couple of times by year-end, but the pace and magnitude of easing in 2026 is unclear. There are still some roadblocks to lower bond yields.

The housing market remains out of sync with the broader economy as affordability is depressed, but an improvement in supply and demand dynamics might be on the horizon.

Kevin Gordon joins the show to discuss Fed independence and the potential impact of rate changes on various sectors of the economy.