Charles Schwab Chief Investment Strategist Liz Ann Sonders on the Fed’s next move and if markets are overreacting right now. FedEx earnings with instant analysis from Melius Research’s Conor Cunningham. Global Defense Lead at Palantir, Doug Philippone, talks investing in the sector, the state of global security and how uncertainty in the Red Sea is impacting supply chains. Bessemer Venture Partners’ Byron Deeter on investing in software in 2024 and potential fallout from Adobe and Figma walking away from each other.  

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