Welcome back to Squawkbox. A recent report card on the nation's infrastructure gave barely passing marks for us and highlighted a glaring and growing vulnerability in everything from bridges to ports to energy to communications and beyond. Dianic explains in her continuing series on the rising risks from climate change [Music] at Fort Lauderdale International Airport.Historic rainfall turned runways into rivers, shutting it down and stranding passengers. And in New York City, extreme heat caused metal on th ...

everything wood should be. >> All right, welcome back everybody. We've got a lot of ground to cover with our next guest equity and credit markets, emerging markets, the fed currencies, real estate and why he expects a correction in the S&P 500.Joining us right now is Rob Citroen. He is the founder and portfolio manager at Discovery Capital Management. That's a hedge fund that invests in public and private markets with a particular focus on emerging markets.And by the way, they manage, I'm told, around $3 bi ...

All right, let's take a look at WTI this morning. Crude oil up by about 1% 6577. It's dropped down from the rough roughly $75 level that we saw just a couple of weeks ago when Israel and Iran were firing missiles at each other.Joining us right now is Don Striven. He is Goldman Sachs co-head of global commodities research and it's the um beginning of a new quarter. So, let's look back at what happened last quarter, Don, and just kind of walk through things.WTI was up 7% for the month, but it's down 9% for th ...

All right, let's just start off. Why are industrials the best performing sector in in your mind. What's been the catalyst. What's been the tailwind.And do you see that tailwind continuing in the second half of the year. Well, keep in mind that, you know, for the last two to three years, we've been in an industrial recession really on the back of the COVID uh hangover, if I can put it that way. And so, inventory in the channel has been depleted and really um there's a lot of pent-up demand in the system.So y ...

research. Richard, good morning. Good to see you. >> Good morning. Good to see you.>> All right. So Richard, you always come with some very interesting perspective. You're a bit of a contrarian on this one.You say those reports you believe they're just they're misguided I should say. You think Apple is going to go a different direction. But let's start off with the report.Why do you think that anthropic and OpenAI are not the right picks. >> Well, I don't know that it's misguided. I think Apple made it very ...

officer at Wealth Management. Alan, good morning. Good to see you, Frank.>> Always a pleasure to be here with you. >> So we were just kind of showing what we like to call the wall of worry using some air quotes there. Is there one of those in particular that you see as the biggest worry specifically for the markets.>> I think the biggest worry right now is around uncertainty, which breeds volatility and complexity. And when you look across the landscape, whether it be the situation in Washington, which you ...

Joining us right now for a conversation about real estate, local New York City, mayoral politics, and so much more, RXR chairman and CEO Scott Reckler. Good morning to you. I think we're all trying to figure out what's going on with the real estate market in New York City.But I think the overhang or overlay to all of this is what's just happened um in this mayoral election and I think a lot of people surprised about it and I know a lot of people in your business seem to be anxious about it. So what's your t ...

in the world situation we're in right now. It's it's necessary to have more conscripts and I think that women should contribute to that equally as men do. Um so actually I think it's a positive change but I do think that a lot of women as well as men that might be forced to get into the military.It hasn't been like that in many years. I think it'll it'll be a change. There you go.You know, I think it's very good for the Danish military uh because, you know, war uh is active in the world right now and we nee ...

لا والله معك ايوه اطلع اطلع يلا الله. ...

What's your word of the day. It's unrelenting. I know out there there's a wall of worry this market has to keep climbing and it can keep climbing yet.It's dang the torpedoes full speed ahead. And that's such a great quote for this market right now because that was back in the Civil War. Admiral Farragut uh and torpedoes were actually mines back then.But a ship hit a mine. Everybody got worried. Nobody wanted to move forward.And he said, "Dang it. We're going to go forward. We're going to we're going to make ...