Episode description
Fed Governor Adriana Kugler joins to discuss the central bank’s outlook for 2025 and the data she is watching most closely. Jefferies' David Zervos gives his reaction to the interview and what was most important for investors. Ariel Investments’ Charlie Bobrinskoy highlights value stock opportunities for the year ahead, and Morgan Brennan gives a eulogy to the US Steel deal and a look at Shield AI's big 2024. Plus, Zscaler CEO Jay Chaudhry weighs in on the evolving cybersecurity landscape amid rising threats, including the recent China hack of US Treasury.