About this episode
Markets surge as investors respond to signs of a potential Iran peace framework and developments coming out of the G7. Keith Lerner of Truist explains what's fueling the market's latest advance and whether the rally has further room to run. Arjun Murti of Veriten discusses what it will take for energy markets to return to normal and what investors should watch next. Voyager Technologies CEO Dylan Taylor on where the industry's biggest opportunities are emerging. Our Deirdre Bosa reports on Anthropic pulling its Mythos model. Gene Munster weighs whether increasing government involvement and regulation could become a meaningful threat to AI profits and growth. Brij Khurana of Wellington Management discusses the questions facing prospective Fed Chair candidate Kevin Warsh and what investors need to know about the future direction of monetary policy. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.