Brian Gardner

Jed Dorsheimer, energy and sustainability lead focused on data center power and infrastructure. Victoria Coates, former deputy national security advisor with Middle East and defense expertise. Brian Gardner, Washington policy strategist tracking political and market risks. They debate how hyperscaler data centers affect power markets, U.S. military operations and Iran’s leadership gap, and political calculations shaping midterm strategy.

- Stephanie Roth, Chief Economist at Wolfe Research- Brian Gardner, Chief Washington Policy Strategist at Stifel- Nadia Lovell, Head of Global Equity Strategy at UBS Global Wealth Management- Priya Misra, Core Plus Bond ETF Portfolio Manager at JPMorgan Asset ManagementStephanie Roth, Chief Economist at Wolfe Research, discusses the state of the US labor market as the ongoing government shutdown continues to delay economic data releases. Brian Gardner, Chief Washington Policy Strategist at Stifel, on what Tuesday's election sweep means for Democrats moving forward. Nadia Lovell, Head of Global Equity Strategy at UBS Global Wealth Management, shares why she views market pullbacks as buying opportunities. Priya Misra, Core Plus Bond ETF Portfolio Manager at JPMorgan Asset Management, gives her outlook for Fed rate policy and the potential impact of the Supreme Court's impending decision on tariffs.See omnystudio.com/listener for privacy information.

Dan Ives, Wedbush tech chief offering sharp takes on Apple’s China surge, iPhone pricing, AI monetization and Musk’s multi‑front bets. Thom Tillis, North Carolina senator weighing Fed independence, confirmation holds and legal preconditions. Brian Gardner, Stifel policy strategist explaining political dynamics around Fed nominations and market reactions. They debate confirmation timelines, investor sensitivity and tech sector strategy.