Carol Schleif of BMO Private Wealth and Bob Doll of Crossmark Global Investments on positioning, risk appetite, and what’s driving sentiment. Bart Melek of TD Securities explains the forces moving oil, metals, and broader raw-material markets. Rich Gelfond, CEO of IMAX, on the box office outlook. Michelle Caruso Cabrera examines oil tankers, Venezuela, and the geopolitics shaping energy flows, before Jeff Kilburg of KKM Financial breaks down options activity and market positioning. The show closes with a global equity lens from Kei Okamura of Neuberger Berman on Japanese stocks.

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