The CONVERSATION shares some frank and timely commentary on the shocking tragedy in Israel as the world watched the deadly horror unfold. DICK BOVE, chief financial strategist at ODEON CAPITAL GROUP offers his thoughts. MAT VAN ALSTYNE, ODEON co-founder and managing partner, shares some personal history, and raises concerns about American leadership. "We need leaders who have a world vision, " he says. "What is America's role in Ukraine? Nobody could tell us! What is our goal in Israel? What is our goal in Taiwan?"

The CONVERSATION opens with a detailed examination of the latest US jobs numbers for September. With job gains wildly exceeding expectations, BOVE nevertheless explains why he is unimpressed. "I don't believe these jobs are creating any surge for the economy," he says. Our host, JOHN AIDAN BYRNE, presents some signs of green shoots in the manufacturing sector. Are these a positive start to a revival in the largely moribund US manufacturing sector? BOVE presents his outlook and analysis on US banks. "Bank stocks have been horrible performers," he says. What comes next for the unremarkable bank sector?

Questions & Comments: Podcast@odeoncap.com