After stocks closed out a strong first half and second quarter, Truist\u2019s Keith Lerner and Citi\u2019s Drew Petit, plus 3Fourteen Research\u2019s Warren Pies, weigh in with their best ideas for the second half of 2024. Jon sits down with Nokia CEO Pekka Lundmark after the company buys Infinera for around $2B, plus an interview with MoviePass CEO Stacy Spikes on buying back the company and MoviePass\u2019s second act. Former Kansas City Fed President Thomas Hoenig on recent data, Fedspeak and the consumer.