About this episode
Ed Harrison, Senior Editor at Bloomberg News, joins to discuss the market risks of a Fed pivot. Jay Hatfield, CEO at Infrastructure Capital Management, joins to discuss his inflation call in the US, as well as potential recession outlook. Neil Grossman, former CIO at TKNG Capital, joins to break down the Powell pivot. Miki Naftali, Chairman and CEO at Naftali Group, joins to discuss the risks he sees in commercial real estate and outlook for a hard landing. Abigail Doolittle joins. Hosted by Paul Sweeney and Molly Smith. See omnystudio.com/listener for privacy information.