Squawk on the Street
SOTS 2nd Hour: More Tariff Headlines, CoreWeave IPO Latest, & Related Cos CEO on Data Center Push 3/27/25
Mar 27, 2025
Jeff Blau, CEO of Related Companies and a major player in real estate development, discusses his company's shift to data centers to meet AI demands. He shares insights on raising up to $8B for these investments, including the upcoming IPO of CoreWeave and its market implications. Jonny Fine from Goldman Sachs offers a counterpoint, analyzing resilient credit markets amidst looming tariffs and economic uncertainties. Their conversation dives into the intersection of technology, investment, and the potential impacts of new tariffs on various sectors.
42:22
Episode guests
AI Summary
AI Chapters
Episode notes
Podcast summary created with Snipd AI
Quick takeaways
- The announcement of a permanent 25% tariff on imported cars aims to bolster U.S. manufacturing but may lead to higher consumer prices.
- Related Companies CEO Jeff Blau discussed their $8B investment in data centers, emphasizing the rising demand for AI technology in business.
Deep dives
The Impact of Business Skills on Career Advancement
Acquiring the right business skills can significantly influence career progression. Educational institutions, such as Capella University, emphasize the need for relevant skills in areas like business management, strategic planning, and effective communication. These competencies are designed to be immediately applicable, enabling individuals to pursue their professional goals more effectively. By focusing on practical learning, individuals can better prepare themselves for the dynamic demands of the business world.
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
