This chapter delves into the current market landscape with a focus on inflation, interest rates, and their implications for smaller and medium-sized businesses. Discussions revolve around concerns regarding inflation, impacts on different market sectors, and investment opportunities such as the small cap space, Alexandria Real Estate, and regional banks despite challenges like an inverted yield curve.
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Bloomberg News Senior Finance Reporter Sri Natarajan discusses how a growing number of financial elites are throwing their weight behind Donald Trump, despite Trump being found guilty in the first criminal trial of a former US president. Bloomberg Opinion Senior Executive Editor Tim O’Brien shares the details of his column Trump Fought the Law and the Law Finally Won. Michelle Giuda, CEO of the Krach Institute for Tech Diplomacy at Purdue, talks about the US slowing AI chip exports to Middle East by Nvidia and AMD. Adam Sullivan, CEO of Core Scientific, explains how the Bitcoin mining industry is adapting to the environment post-halving. And we Drive to the Close with John Mowrey, CIO at NFJ Investment Group.
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