- Federal Reserve Governor Stephen Miran
- Mike Wilson, CIO & Chief US Equity Strategist at Morgan Stanley
- Amanda Lynam, Head of Macro Credit Strategy at BlackRock
- Nancy Lazar, Chief Global Economist at Piper Sandler

Federal Reserve Governor Stephen Miran joins to discuss the path of Fed rate policy following last week's widely-anticipated cut. Mike Wilson, Chief US Equity Strategist and CIO at Morgan Stanley talks stock valuations and growth prospects heading into 2026. Amanda Lynam, Head of Macro Credit Strategy at BlackRock, gives her perspective on tech debt issuance and the credit market at large. Nancy Lazar, Chief Global Economist at Piper Sandler, shares her views on alternative economic data as the US government shutdown continues beyond the one-month mark.