- Ellen Zentner, Global Head: Macro Investing Wealth Management at Morgan Stanley
- Jim Bianco, founder at Bianco Research
- Eric Resnick, CEO at KSL Capital Partners
- Tobin Marcus, Head: Policy & Politics at Wolfe Research

Ellen Zentner, Global Head: Macro Investing Wealth Management at Morgan Stanley, joins to discuss her outlook for the labor market and a September rate cut. Jim Bianco, founder at Bianco Research, discusses whether the Fed is behind the curve as the labor market shows continued weakening. Eric Resnick, CEO at KSL Capital Partners, discusses consumer health and the outlook for travel. Tobin Marcus, Head: Policy & Politics at Wolfe Research, talks about the prospects of a government shutdown and President Trump's economic and political priorities.