- David Malpass, former President at the World Bank
- Devin Ryan, Managing Director at Citizens
- Pierre Ferragu, Head: Global Technology at New Street Research
- Kara Murphy, CIO at Kestra Investment Management

David Malpass, former President at the World Bank, joins to discuss President Trump's economic and political priorities both domestically and abroad. Devin Ryan, Managing Director at Citizens, reacts to bank earnings. Pierre Ferragu, Head: Global Technology at New Street Research, talks about Nvidia's valuation after the latest move by the Trump administration on chip trade curbs and also talks about the broader outlook for big tech. Kara Murphy, CIO at Kestra Investment Management, offers her equity outlook for the second half of 2025.