- Ed Yardeni, Chief Investment Strategist at Yardeni Research
- Tobin Marcus, Head: Policy & Politics at Wolfe Research
- Francisco Blanch, Head: Global Commodities & Derivatives Research at Bank of America
- Emily Roland, Co-Chief Investment Strategist at John Hancock Investment Management

Ed Yardeni of Yardeni Research discusses why he's again lowering his S&P target for 2025. Tobin Marcus with Wolfe Research previews President Trump's "Liberation Day" tariff announcement and what investors should expect. Bank of America's Francisco Blanch talks about opportunities in commodities as equity uncertainty grows over economic policy. Emily Roland, Co-Chief Investment Strategist at John Hancock Investment Management, talks about whether investors should be rethinking their equity allocation amid incoming tariff policy.