- Torsten Slok, Chief Economist at Apollo Management
- Jeffrey Rosenberg, Senior Portfolio Manager: Systematic FI at BlackRock
- Schweta Khajuria, Senior Research Analyst at Wolfe Research
- Terry Haines, founder at Pangaea Policy

We get reaction to the January jobs report from Apollo's Torsten Slok and BlackRock's Jeffrey Rosenberg. Schweta Khajuria with Wolfe Research joins to discuss Amazon's earnings and outlook for AI demand. Terry Haines, founder at Pangaea Policy, talks about the tax and budget battle in Washington.