Our next guest runs a food and media empire and will give us her view on food prices, consumers, and much more. Joining us right now is chef, restaurant tour, and award-winning TV host Lydia Bastionic. Her latest book is Lydia's The Art of Pasta, and her new PBS special debuts tomorrow evening.It's Lydia Celebrates America: A Nation of Neighbors. Lydia, first of all, welcome. It's great to see you.>> Oh, pleasure. Pleasure. We've had you on a lot of times over the years and you are somebody who recognizes t ...

Joining us now is Mark Newton, Funstrat, uh, global head of technical strategy. After last week, uh, it's Mark, it's good to see you. After last week, are we uh below um certain indicators that that are indicating indicators that are signaling more selling or is there any type of stabilization or basing pattern that you saw.>> Yeah, thank you, Joe, and good morning to everybody. Uh look, I think it's less about the day-to-day volatility and more about the fact that we've seen a meaningful divergence between ...

Tesla's China sales dropping to a three-year low last month. Ununice Yun joins us this morning from Beijing with a look at the competition. Ununice.>> Thanks, Andrew. Well, Tesla's share of the Chinese EV market shrank from 8.7% in September to 3.2% last month. So, I took a look at some of the latest competition.Tesla's newest direct competitor in the upper echelon of the Chinese EV market is China's Xiaomi. The smartphone makers U7 SUV and Sue7 sedan posted record sales in October despite accidents that ra ...

An executive order signed by President Trump uh removing tariffs on Brazilian coffee and beef is expected to ease food costs for Americans. Joining us now, Agriculture Secretary Brooke Rollins came to New York. >> I did.Great to be here. You're all on set. It's nice to have you here.>> Yeah, thank you. >> Affordability. I saw uh Secretary Bess and I kind of liked it.Uh we hope to see him soon too. But he said he was asked about some specific um item being up I don't know 8% or something like that. And I thi ...

the comments from Susan Collins over the weekend. What impact do you see those having on the markets today. Obviously, we see the S&P and the NASDAQ futures in the green, at least right now, >> right.Well, we do think we're going to continue to see volatility this week like we saw last week um as investors digest the risk and the opportunities of what the Fed is going to do. And we're seeing crossurrens in the Fed as we have been seeing driven both by the lack of government data and where we stand right now ...

the major averages coming off a volatile week in part on concerns over AI valuations. Joining us right now is Doug Clinton. He's intelligent alpha founder and CEO.Good morning to you. Uh we keep talking about the idea of a bubble. Maybe when you say there's a bubble, there isn't a bubble.But uh where do you land. We're also seeing some of this now even go over in fact uh the markets in China which had been sort of pretty resilient or people weren't talking AI bubble over there but now uh it seems to be ever ...

Macroeconomic Outlook - Treasury Secretary 不预测明年会出现经济衰退，但承认增长存在一些薄弱环节 [1] - 住房市场表现挣扎，对利率敏感的行业已经出现衰退 [2] - 政府停摆对经济不利，但对 2026 年经济前景非常乐观 [2] Aviation Industry - 美国航空公司预测感恩节假期旅行人数将创纪录，预计超过 3100 万人次 [3][4] - 感恩节后周日预计将是最繁忙的一天，预计有 340 万人次出行，占比 10.97% [4] Financial Sector & Cybersecurity - FBI 正在调查最近针对房地产贷款技术供应商 AMC 的银行网络攻击事件，摩根大通、花旗和摩根士丹利是其客户 [4] - 各公司于 11 月 12 日得知了此次漏洞，目前已得到控制 [5] Mergers & Acquisitions - Anglo-American 拒绝了 BHP 的最新收购要约，倾向于竞争对手的收购，这将创建一个价值近 600 亿美元的铜业巨头 [5] Retail Industry - Kohl's 将任命其临时 CEO Michael Bender 为永久 CEO [6] Entertainment Industry - 环球影业的《魔法坏女巫》首周末国内票房收入估计为 1.5 亿美元 [6] - 《魔法坏女巫》成为今年首周末票房第二高的电影，仅次于《我的世界》电影 [7]

months, but if they're not able to do that, remember, the white House does have that executive order that they're working to tee up. >> Okay. Emily Wilkins. Emily.Thank you. Joining us right now is one of the assemblymen who sponsored New York State's responsible AI Safety and Education, or Res act Assembly Assemblyman Alex Boris, who is the leading the future super PAC, that super PAC Emily was just taking talking about, has taken aim at the assemblyman as he vies for Congressman Jerry Nadler's House seat. ...

Tesla's Market Position - China is not the primary reason for owning Tesla, as the company faces challenges competing on price with local Chinese manufacturers [2] - Tesla benefited from being a first mover in China, but its contribution to the overall business is expected to decline over time [3] - Tesla's technological prowess, including chip capabilities and data collection, remains unmatched, giving it a significant lead in the industry [6] AI and Chip Development - Tesla has its own advanced AI chip engineering team [4] - Innovation in AI chip engineering and data collection is crucial for Tesla's differentiation [5][6] - Nvidia chips are currently important to Tesla's business, and supplanting that supplier in the near future is unlikely [8] - The trend of developing in-house chips to reduce reliance on suppliers like Nvidia may extend beyond Tesla to other hyperscalers [9]

Market Performance & Investment Strategy - Many asset classes performed well year-to-date, making it a good year for US investors, with even stronger performance for overseas investments [2] - The weakness of the dollar contributed to the strong performance of overseas investments, although the dollar has recovered somewhat recently [3] - Morningstar anticipates the dollar will likely underperform other global currencies heading into 2026, suggesting investors should maintain meaningful non-US exposure in their portfolios [5][6][7] AI & Technology Sector - The Morningstar US Market Index shows about 30% of the index has stocks linked to an AI-related trade [9] - Overvaluation is emerging in the tech and telecom sectors [10] - Despite aggregate overvaluation in the AI trade, some large companies like Nvidia and Alphabet are considered slightly undervalued by analysts [11][12] - Nvidia is rated four stars with a fair value of approximately 240 USD [11] Corporate Bonds & Financial Health - Bonds issued by large hyperscalers are in high demand due to their strong cash flow, and investors are confident in their ability to repay debts [15][16] - These bonds trade at a slight premium relative to treasuries, reflecting investor confidence [16] Federal Reserve & Market Outlook - A Federal Reserve rate cut is anticipated heading into next year, but valuation is considered the key factor defining the market [18] - The ability of companies with premium valuations to deliver promised growth will be crucial [18]