China’s Covid cases are now the highest they’ve been since the beginning of the pandemic. Domestically, the country is addressing health concerns by halting business and production while simultaneously cracking down on its biggest tech stocks. Internationally, Chinese leaders are meeting with U.S. officials to discuss China’s role in Russia’s war on Ukraine. ... Show More
Yesterday
Ron Baron’s Multi-Billion Dollar Bet on Elon Musk 5/12/26
Longtime Tesla and SpaceX bull Ron Baron is on set for an extended, exclusive interview. Baron, whose $55B AUM relies heavily on Elon Musk, discusses his faith in the world’s richest man. Plus, eBay has rejected GameStop’s bid to buy it, a cohort of U.S. CEOs are accompanying Pre ... Show More
42m 48s
Sep 2023
Approaching Shutdown, Asian Flip-Flop
<p>The fast approaching federal government shutdown is top of mind on this week’s podcast. Mark and Cris consider how the shutdown may play out and the economic consequences. Two other colleagues, Steve Cochrane and Stefan Angrick, then join the conversation to assess the all imp ... Show More
1h 27m
Apr 2024
Earnings Season Goes Into Full Swing With Results From Big Banks
Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg News Wall Street Reporter Sonali Basak breaks down earnings from JPMorgan, Wells Fargo and Citi. Hagar Chemali, Founder and CEO at Greenwich Media Strategies, shares her thoughts on Israel bracing for ... Show More
44m 45s
May 2024
#736: A Strategic Deep Dive on TikTok, The Boiling Moat of Taiwan, and China’s Next-Gen Statecraft — Matt Pottinger, Former U.S. Deputy National Security Advisor
<p><strong>Matt Pottinger</strong> is a distinguished visiting fellow at the Hoover Institution and chairman of the China Program at the Foundation for Defense of Democracies. Matt served as U.S. Deputy National Security Advisor from 2019 to 2021. Before his White House service, ... Show More
1h 53m
Aug 2023
China’s economy falls into deflation
<p>Walt Disney reported quarterly results that showed declines at its television and movie businesses, China’s economy has fallen into deflation, and President Joe Biden is banning US tech investment in China. Plus, the FT’s Owen Walker explains why more and more countries in Eur ... Show More
9m 10s