Episode Details

Stocks closed at session highs after surging in the final hour of trade. A panel featuring Charlie Bobrinskoy of Ariel Investments and Kevin Mahn of Hennion & Walsh kicks off the show with market insights. Key guests include former Ford CEO Mark Fields on what Honda and Nissan’s potential deal means for the auto industry, RBC’s Gerard Cassidy on the banking sector, and former United Airlines CEO Oscar Munoz on airlines’ 2025 trajectory. Emerging markets under a potential Trump 2.0 presidency are analyzed with PIMCO's Pramol Dhawan, while Pippa Stevens explores the uncertain future of energy stocks and potential pivots to gas-weighted producers. Julia Boorstin dives into the transformative role of AI in holiday shopping, highlighting innovations from Sierra AI, Perplexity AI, and tech giants Google and Amazon.