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Sep 2025
43m 37s

Former NEC Director Gary Cohn, CEOs of I...

CNBC
About this episode
IBM Vice Chair and former NEC Director during President Trump’s first term, Gary Cohn, weighs in on this afternoon’s Fed decision and who could potentially be the next Fed chair. Then the CEO of IHG Hotels and Resorts. His outlook for the travel sector and the impact of immigration raids on the labor force. Plus, the CEO of Ralph Lauren, following the compan ... Show More
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May 15
Trump Returns from China Trip, What Comes Next in the IPO Market, Axon CEO AI and Security 5/15/26
Former Under Secretary of Commerce for International Trade, Stefan Selig, breaks down the President’s China trip and why both countries could come out winners, despite a lack of deal announcements. Then following the blockbuster IPO for chipmaker Cerebras, what should investors e ... Show More
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May 14
Early Cerebras Investor on IPO, Nvidia at New Highs, Challenges for Warsh as Fed Chair 5/14/26
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May 13
Nvidia CEO Joins Trump in China, PPI Hotter Then Expected, Boston Fed President on Inflation 5/13/26
Nvidia CEO Jensen Huang a surprise addition to the President’s trip to China. What’s it mean for the company’s China strategy? We discuss. Then PPI data showing inflation coming in hotter than expected. Barclays Chief U.S. Equity Strategist explain what it means for the markets. ... Show More
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