Olaolu Aganga, Head of Portfolio Construction at Citi Wealth, breaks down positioning and where investors should focus next, plus what she’s telling clients. Commodities take center stage with moves across copper, oil and agriculture shaping the broader trade. The show also explores emerging markets for power and energy infrastructure along with pressure in athleisure as Under Armour struggles.
Mike heads to the dashboard to track wage growth and what it signals for the economy. Beeneet Kothari of Tekne Capital Management explains why Asian markets are hitting new highs and makes the case for Chinese tech as a key opportunity.
Kate Rooney reports on Sam Altman’s testimony and ongoing scrutiny in the AI space. Angelica Peebles examines uncertainty around the FDA and what it means for healthcare and biotech.

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Scott Wapner speaks to some of the biggest names on Wall Street live at the Sohn Conference in New York City. We bring you one-on-one interviews with famed short-seller Jim Chanos, Greenlight’s David Einhorn, Avenue Capital’s Mark Lasry and the great software investor Orlando Bravo of Thoma Bravo.

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Markets wrestle with a powerful tech rally and potential skepticism around AI. Daniel Newman of Futurum Group argues the tech trade still has room to run while David Snyder of Journey 1 Advisors warns the AI bubble is set to burst. Our Meghan Cassella previews a key China-Xi meeting and highlights the CEOs planning to attend in Beijing. Then our Kristina Partsinevelos breaks down the upcoming Cerebras IPO and what it means for the next wave of AI infrastructure players. Chris Verrone of Strategas explains why the market continues to melt up but shows early signs of strain beneath the surface from a technical level.

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