In this episode, the team discusses President Trump’s unprecedented attempt to remove Federal Reserve Governor Lisa Cook, the implications for central bank independence, and how markets have reacted across currencies and bonds. The conversation then turns to economic data, highlighting stronger GDP growth, resilient labor market trends, and shifts in consumer sentiment. The team also analyzes key earnings from NVIDIA, Snowflake, MongoDB, CrowdStrike, and Okta, exploring how AI adoption, infrastructure software, and cybersecurity are shaping market dynamics. Looking ahead, they preview Apple’s upcoming product launch and its potential AI ambitions.