John Kilduff, Founding Partner of Again Capital, on oil price outlook, and outlook for the revived Saudi Aramco IPO. Joel Stern, Chairman and CEO of Stern Value Management, to discuss the Fed, his current market outlook, and why Trump's tariffs strategy is the right one. Dan Cancel, Managing Editor: Latin America for Bloomberg in Sao Paulo, on Brazil's presidential elections, and how assets are reacting. Eli Casdin, Chief Investment Officer and Co-Founder of Casdin Capital, on biotech investing. Hosted by Pimm Fox and Lisa Abramowicz.