San Francisco Fed President Mary Daly joins us exclusively, on the heels of Fed Chair Powell saying the central bank is “not confident” it has done enough to bring inflation down. Plus, how much will macro headwinds weigh on consumer spending this holiday season? Bank of America’s retail analyst gives us her preview. And Tripadvisor’s CEO is here with his outlook on the holiday travel season, and the growth the company is seeing in the “experience economy.”