The Swing-State Economic Realities, Pagaya CEO

Shawn Donnan, a senior economics writer, and Stuart Paul, a US economist, analyze the economic conditions in key swing states that could sway the upcoming election. They discuss slow post-pandemic growth, rising housing costs, and shifting voter sentiment. Ian King shares insights on semiconductor trends, focusing on TSMC and Nvidia amid geopolitical concerns. Gal Krubiner, CEO of Pagaya, reveals how AI is revolutionizing fintech, particularly in loan structuring and alternative lending dynamics. Miguel Sosa offers perspectives on navigating market optimism despite interest rate challenges.