We cover a wide range of timely topics, including tariffs and US trade policy, efforts for a Russia-Ukraine peace agreement, along with US government funding and budgetary efforts. Plus, a preview of President Trump’s address to Congress. Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs US. Host: Daniel Cassidy
Yesterday
Navigating macroeconomic & geopolitical risks with Jordan Brooks, AQR Capital Management
Jordan Brooks serves as Principal and Co-Head of the Macro Strategies Group at AQR Capital Management. With no shortage of macroeconomic and geopolitical risks out there for investors to consider, Jordan explains what is top of mind for his team at AQR, and shares guidance when i ... Show More
15m 4s
Jul 8
Top of the Morning: Emerging Markets - Investing in Brazil
A look at the investment case for Brazil, and why the environment of today differs from that of the past. We also discuss the implications of a weaker US dollar, global trade tensions, and the direction monetary policy to Brazilian assets. Plus, an overview of risk considerations ... Show More
9m 53s
Jun 20
Will The U.S. Get Involved In Military Action With Iran?
As Israel and Iran continue to launch aerial assaults against each other, there are growing questions as to whether the U.S. will get involved in the offensive, too. President Trump said he'd make a decision within the next two weeks. Then, a look at the spending package currentl ... Show More
22m 36s
Jan 2025
Trump 2.0 and Iran
Negar Mortazavi, Senior Fellow at the Center for International Policy, speaks with Benjamin Friedman, policy director at Defense Priorities, and Trita Parsi, executive vice president at the Quincy Institute in Washington, about Donald Trump’s second term and his policy towards Ir ... Show More
37m 40s
Jan 2025
Israel, Hamas Ceasefire; Biden's Farewell Address
After more than a year of fighting, President Biden announced a ceasefire agreement between Israel and Hamas had been reached. What's in the deal, and how did it happen? Then, President Biden gave his farewell address from the Oval Office Wednesday, defending his record and warni ... Show More
14m 30s
Jun 6
Budget Battles & Conversations With China
Negotiations over President Trump's "Big, Beautiful Bill" continue on Capitol Hill — but now, his former ally, Elon Musk, is criticizing both the legislation and the president himself. How will Republicans respond? Then, we look at ongoing trade negotiations between the U.S. and ... Show More
23m 45s
Mar 2025
Trump Defends Agenda In Combative Address
In the longest address of its kind before Congress in recent memory, President Trump laid out his policy objectives on the economy, immigration, foreign policy & other topics. He was repeatedly critical of Democrats & his predecessor, Joe Biden. One Democratic congressman was esc ... Show More
20m 50s
Feb 2025
Roundup: Congress Works On Budget; Cabinet Meets; Good TV
Congress is trying to come up with a new budget, while also attempting to extend tax cuts put in place during President Trump's first term. But with a very small majority in both houses, Republicans have little margin for error. Then, we look at the first cabinet meeting of the T ... Show More
21 m