- Peter Navarro, White House Director of the Office of Trade and Manufacturing Policy
- Bob Michele, CIO: Fixed Income at JPMorgan Asset Management
- Angelo Zino, Senior Research Analyst at CFRA Research
- Libby Cantrill, Head: Public Policy at PIMCO

Peter Navarro, White House Director of the Office of Trade and Manufacturing Policy, joins for an extended discussion on trade and tariffs after a US court blocked many of President Trump's tariffs on imports from dozens of countries. Libby Cantrill with PIMCO discusses options for President Trump after his tariffs were blocked by a US court. Bob Michele, CIO: Fixed Income at JPMorgan Asset Management, discusses signals and warnings from the bond market on tariffs, debt, and deficits. Angelo Zino, Senior Research Analyst at CFRA Research, reacts to Nvidia earnings.