Episode Details

Stocks rallying for a second straight day as the market tries to rebound from a 4-week sell off. Allianz Chief Economic Advisor Mohamed El-Erian on whether this rally is for real and how the Fed will have to deal with economic uncertainty. Invesco’s Kristina Hooper says small cap outperformance today could be a sign that investors are betting on a Fed interest rate cut. Former Council of Economic Advisers Chairman Jason Furman weighs in on whether investors will get more clarity on the market once President Trump’s reciprocal tariffs are put in place on April 2. And real estate developer Michael Shvo on whether falling homebuilder sentiment and DOGE’s federal workforce cuts could be a double whammy for the housing and office space markets.