Aaron Jagdfeld

Jim talks with Aaron Jagfeld, Chairman and CEO of Generac, who steers the company in power solutions. They dive into the booming housing market and how recent laws are reshaping retail investments. The conversation also tackles the fallout from April's tariffs, hitting various sectors hard, yet revealing adaptive strategies for investors. Jagfeld shares insights on the urgent need for backup power solutions and the promising outlook for Generac amidst market shifts, emphasizing the importance of diverse energy portfolios.

R.C. “Chris” Whalen, a banking and credit market expert, discusses the risks of private credit and the hype surrounding AI valuations, cautioning against over-investment. Aaron Jagdfeld, CEO of Generac, shares insights on the company's earnings miss, driven by weak residential demand due to mild weather, while highlighting growth in commercial markets. The two also delve into the challenges facing the U.S. power grid and the importance of backup generators amid increasing outages.

Aaron Jagdfeld, CEO of Generac, shares insights on the booming demand for backup power solutions amidst rising power outages. Kate Gulliver, CFO of Wayfair, discusses the company's recent revenue growth and the impact of consumer spending trends along with tariffs. Joyce Mullen, CEO of Insight Enterprises, explores changing customer preferences in tech solutions, especially towards AI investments, and the hesitance in larger projects. Together, they analyze the precarious state of the market and the implications for various sectors.