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  • Nobel Laureate Paul Krugman, Brazil’s Rare Earths Bet
    2025/09/12

    This week, Nobel laureate Paul Krugman discusses tariff “chaos”, how immigration policies limit productivity and New York City under a potential Mamdani administration. And, from airlines to apps, prices now change in real time, but who are the real winners in a dynamic pricing world? Plus, China dominates rare earths, but Brazil is willing to play the long game to establish a non-China supply chain for the magnets that power our technology.

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    37 分
  • Summers on President Trump vs. the Fed, Battle Over America’s Jobs Data, Australia Gold Rush 2.0
    2025/09/05

    This week, former US Treasury Secretary Lawrence H. Summers comments on why the markets have been slow to react to President Trump's efforts to fire Lisa Cook and further change the composition of the FOMC. And, concerns about BLS politicization are growing - what is the real problem behind the jobs numbers? Plus, gold prices near record highs are fueling a mining boom in Australia. Later, India is opening its markets to investors, but can regulators strike the right balance between risk and stability?

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    48 分
  • Team Favorite: Entry-Level Jobs at Risk, CEOs Face Uncertainty, Tariffs & Textile Companies, Powering Data Centers
    2025/08/29

    Note: This is a re-air from August 8th 2025

    This week, college graduates struggle to find entry-level jobs - is AI part of the problem? And, Centerview Partners’ Blair Effron on CEOs weathering policy uncertainty, and the importance of New York's next mayor to the city's business community. Plus, how will President Trump’s tariffs impact the textile industry? Later, a small town pushes back against an Amazon data center - the pros and cons the town sees in data centers.

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    48 分
  • Cowboy Capitalism | Powell at Jackson Hole, Jackson's Billionaires, Chevron CEO Mike Wirth, Dallas Finance Boom
    2025/08/22

    This week, former Reserve Bank of India governor Raghuram Rajan weighs in on Fed Chair Powell's remarks at the Fed's annual conference Jackson Hole. And, a look at the wealthiest county in the US - how do billionaires coexist with cowboy culture and the local community in Teton County? Plus, Chevron CEO Mike Wirth on the role of fossil fuels in the energy transition. Later, from Wall Street to "Y’all Street" - what Dallas is doing to attract financial firms and workers.

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    48 分
  • Jackson Hole preview, Apple's AI Ambitions, Rule of Law, New Housing Investors
    2025/08/15

    This week, the framework of the Federal Reserve Board of Governors meets signs of economic softness just ahead of the Fed's annual meeting in Jackson Hole, Wyoming. And, Apple wants to increase its AI presence, but its focus on manufacturing and the tariff environment might pose challenges. Plus, rule of law is more than a legal concept - why businesses need it to operate in the US. And, the American dream of home ownership now belongs to small investors who are seeing opportunity in market conditions that are pricing out potential home owners.

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    48 分
  • Entry-Level Jobs at Risk, CEOs Face Uncertainty, Tariffs & Textile Companies, Powering Data Centers
    2025/08/08

    This week, college graduates struggle to find entry-level jobs - is AI part of the problem? And, Centerview Partners’ Blair Effron on CEOs weathering policy uncertainty, and the importance of New York's next mayor to the city's business community. Plus, how will President Trump’s tariffs impact the textile industry? Later, a small town pushes back against an Amazon data center - the pros and cons the town sees in data centers.

    See omnystudio.com/listener for privacy information.

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    48 分
  • Natural Monopolies | Tariffs Reshaping Manufacturing, US Treasury Secretary Lawrence H. Summers, Low Earth Orbit Satellites, Voluntary Carbon Markets
    2025/08/01

    This week, we go to US companies that are cutting costs and regaining control by reshoring production and restructuring their global supply chain. And, Former Treasury Secretary Lawrence H. Summers weighs in on the Fed’s decision to hold steady as President Trump calls for deep rate cuts. Plus, a look at the low Earth orbit satellite market. Later, how voluntary carbon markets are creating investment products to move the needle on climate change.

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    57 分
  • Winning In All Arenas | BlackRock’s Rick Rieder, US Child Care Crisis, FIFA in North America
    2025/07/25

    This week, BlackRock’s Rick Rieder talks about the resilience of the US economy in the face of uncertainty on tariffs and a growing federal debt burden. And, amidst US child care struggles, private equity finds a way in. Plus, Former Treasury Secretary Lawrence H. Summers discusses slashes to Medicaid through President Trump’s “One Big Beautiful Bill”. Later, FIFA comes to North America, and Toronto is hoping for an economic win.

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    48 分