Episode Details

Schwab Asset Management CEO Omar Aguilar and Richard Bernstein Advisors CEO Richard Bernstein break down the latest market moves. Stifel Chief Equity Strategist Barry Bannister shares his outlook on equities and his Street-low S&P 500 target. Pangea Policy Founder Terry Haines discusses the government shutdown threat and tariff implications. Rubrik CEO Bipul Sinha joins to talk earnings and cybersecurity trends. Plus, Daring Fireball Author John Gruber on Apple’s AI struggles and what it means for the tech giant’s future.