The economy remains strong, but inflation and higher energy prices could keep the Federal Reserve on alert.

Jeremy Siegel, Wharton Emeritus Professor of Finance, discusses the Fed's latest rate increase and why additional hikes may still be ahead. He explores strong GDP and wage data, the effect of rising oil and diesel prices on inflation, and what the bond market is signaling about monetary policy.

Siegel also examines U.S.-China trade negotiations, the potential market impact of a reopening of the Strait of Hormuz, and why continued investment in AI could shape corporate earnings and market performance.

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Retailers face a fundamental problem: they often have to bet on what consumers will want before they actually buy it. Could changing who takes that risk transform the industry?

John Zhang, Professor of Marketing at the Wharton School, explains why the traditional merchant model puts so much risk on retailers and how the store in store model changes that equation.

Zhang discusses how manufacturers can take ownership of inventory, why this model has been widely used in Asia, and how platforms such as Amazon and Alibaba have adapted similar approaches.

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AI was supposed to eliminate huge numbers of jobs. So far, the reality looks much more complicated.

Peter Cappelli, Wharton Professor of Management, discusses new research on how AI is actually affecting the workplace and why the technology is changing tasks more than eliminating entire jobs.

The conversation explores AI agents, workplace management, programmers, organizational change, data management and why some of AI’s most valuable applications may involve work that companies simply could not afford to do before.

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