Oct 2

Your Brain on AI, Rare Earth Race, College Enrollment Cliff

This week, National Economic Council Director Kevin Hassett says AI’s productivity boost may be much larger than official economic data currently indicate. And, AI companies are largely in agreement that the technology needs guardrails, but the ethical implications of AI could al ... Show More

48 m

Sep 25

China’s Trade Reckoning, Syracuse’s Second Chance, North American Fracture, Humanoids in Healthcare

This week, Council on Foreign Relations President Michael Froman breaks down China's export machine, why twenty years of US pressure hasn't worked, and what happens next. And, can a $100 billion Micron factory transform Syracuse from a Rust Belt cautionary tale into a potential m ... Show More

48m 5s

Sep 18

India’s Growth Test, Bangalore’s Infrastructure Problem, India’s Tech Rivalry

This week, a special edition of Wall Street Week from the fastest growing large economy in the world: India. The country's technology sector has helped power its growth, but its success has led to uneven progress that could turn its strengths into weaknesses. Bangalore became Ind ... Show More

47m 52s

Dec 2024

Martin Wolf interviews Larry Summers: Is Trump a threat to the US economy?

The US has just overcome one abrupt spike in inflation, which may have cost Kamala Harris her bid for the presidency. But now President-elect Donald Trump’s policy agenda threatens to cause another one. That’s according to Larry Summers, the former US Treasury Secretary and Pr ... Show More

31m 42s

Jan 2025

US Markets Wrap: What impact will Trump's presidency have on crude oil? And will gold prices retest all-time highs in the near future?

Dilin Wu, Research Strategist at Pepperstone shares her insights on whether the positivity in the markets right now is just but a short-term bounce, risk of possible tariffs impacting the bottom line of corporates, potential impact that Trump’s presidency might have on crude oil ... Show More

8m 20s

Aug 2025

President Trump tries a new tack to unsettle the Fed

The US President attempted to sack Federal Reserve Board Governor Lisa Cook yesterday – a move that saw the dollar fall and gold gain. These moves were somewhat reversed when Governor Cook’s lawyer called the action illegal and lacking proper process and Cook vowed not to quit. T ... Show More

13m 38s

Sep 2025

Markets rattle as data surprises and tariffs return

Markets hit some rough patches yesterday, with all major European indices closing lower, followed by similar losses across the three main US benchmarks. Revised US data revealed an upward adjustment to second-quarter GDP, while jobless claims came in below expectations. This prom ... Show More

13m 31s

Jul 2024

The Trading Floor: Nasdaq Posts Worst Day Since 2022 As Trump Rattles Markets

Midweek turmoil hit global chip stocks following reports of tighter US export restrictions and rising geopolitical tensions, spurred by remarks from former President Donald Trump. We also unpack comments from the former US President on his thoughts on Federal Reserve ... Show More

30m 1s

Aug 2025

Fed independence in the spotlight as markets await key inflation gauge

Yesterday saw a flurry of economic data releases, accompanied by significant political developments. The US economy demonstrated stronger-than-expected resilience in the second quarter, expanding at a revised annualised rate of 3.3%, while recent labour market figures suggest a s ... Show More

16m 25s

Feb 2025

Jump Start - US economic momentum, rate cuts & gold

Will new tariff policies derail economic momentum in the US? Does gold have further room to rally in 2025? Will the global easing cycle continue to gain traction in 2025? CIO's Belinda Peeters brings you the latest on this week's market themes.

4m 55s

Apr 2025

Looking for Clarity on Tariffs and Can Gold Keep Shining Bright? 4/1/25

We’re less than a day away from President Trump announcing plans for new and reciprocal tariffs. How the markets are bracing for the news. Plus gold hitting another record high during the session – can the momentum continue? And Coreweave gets a big endorsement from a tech inv ... Show More

43m 48s

Feb 2020

QE won’t cure the Coronavirus or the economy – Ep 533

Coronavirus may be worse than anyone thought, but why aren’t the markets worried? Gold mining stocks looking positive again. Underlying weakness in the dollar being revealed in gold. Obama and Trump are fighting over a booming economy that doesn’t exist. 1/3rd of Americans run ou ... Show More

47m 4s

May 2023

Is the U.S. Economy Starting to Roll Over?

Jesse Felder, the founder of Felder Investment Research, joins Maggie Lake to discuss the market's uncertain reaction to today's inflation data, why he’s taking a closer look at gold, and what he makes of the recent U.S. credit crunch. Learn more about your ad choices. Visit podc ... Show More

36m 9s

Summers on President Trump vs. the Fed, ...