Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern speak daily with leaders and decision makers from Wall Street to Washington and beyond. No other program better positions investors and executives for the trading day.
Chapters:
00:00 Warsh Rate Bets, $90 Oil and Nvidia’s AI Boom
04:04 Consumer Slowdown Could Surprise the Stock Market — Bob Elliott, Unlimited Funds
17:49 US Has Few Options on Iran Without Confronting China — Jon Lieber, Eurasia Group
31:26 US Slowdown Risk Isn’t Priced Into Markets — Erik Nelson, Wells Fargo
39:36 Markets Are Overreading Warsh’s Hawkish Signal — Andrew Hollenhorst, Citi
52:26 Nvidia Says the AI Spending Slowdown Isn’t Coming Yet — Sarah Hunt, Alpine Saxon Woods
1:07:14 Data Center Boom Is Making Energy Investable Again — Sarah Hunt, Alpine Saxon Woods
1:17:25 Venezuela Deal a Bit of a Sideshow for Oil — Paul Sankey, Sankey Research
1:28:13 Fed Has a ‘Kill Switch,’ Not an Inflation Dial — Blake Gwinn, RBC Capital Markets
1:40:34 A Third of S&P Earnings Growth Comes From Two Stocks — Liz Ann Sonders, Charles Schwab
1:54:30 Higher Rates Won’t Fix Today’s Inflation Problem — Gregory Daco, EY-Parthenon
2:01:52 Nvidia Investing $3.5 Billion in Chipmaker MediaTek — Ed Ludlow
2:04:23 AI Infrastructure Spending Can Run Through 2030 — CJ Muse, Cantor Fitzgerald
2:18:13 Bonds Can Diversify Again — If Investors Think in Years — Matt Diczok, Merrill and BofA Private Bank
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