Aaron Kennon

Max Chafkin, a Bloomberg Businessweek columnist, dives into Elon's rivalries and the Stargate project. Ian Wyatt examines the upcoming Fed meeting and its potential impact on the economy. Suzanne Dann, CEO at Wipro, discusses how various industries are ramping up AI adoption. Aaron Kennon, CEO of Clear Harbor Asset Management, shares insights on market reactions to Deepseek's cost-effective AI model. The conversation highlights Deepseek's influence on established players like NVIDIA and the evolving landscape of AI technology.

Katie Fallow, Deputy Litigation Director at the Knight First Amendment Institute, discusses Trump’s threats against critical media and their implications for free speech. She highlights the chilling effects of regulatory coercion and potential Supreme Court challenges. Chris Miller, an expert in international history, shares insights on the geopolitics of semiconductors, focusing on Intel's deal with NVIDIA amidst supply chain concerns. Aaron Kennon assesses the market outlook, addressing Fed policies and the ramifications for asset allocation amid consumer credit stresses.

Jennifer Dlouhy, a Senior Reporter for Bloomberg News, discusses the recent $243 billion deals between the U.S. and Qatar, highlighting their implications for innovation and American manufacturing. Justin Schwartz, Chancellor of the University of Colorado Boulder, talks about pressures on higher education and strategies to improve student retention. Aaron Kennon, CEO at Clear Harbor, shares insights on the impact of tariffs on markets, while the conversation also touches on gold's rising role as a stable currency amid geopolitical tensions.

Aaron Kennon, Co-founder and CEO of Clear Harbor Asset Management, discusses the ripple effects of Macy's financial mismanagement on market trends. Meridith Dennes, Managing Partner at Prospect Rock Partners, provides insights into hiring practices and bonuses on Wall Street amidst shifting dynamics. Jim Smigiel, Chief Investment Officer at SEI, explores the implications of federal spending cuts and recent political changes on investment strategies. Together, they analyze how market fluctuations and consumer behaviors evolve during this pivotal retail season.

Gabrielle Coppola, a Bloomberg News Auto Reporter, reveals how BYD is taking the electric vehicle market by storm, despite challenges from the U.S. Aparna Khurjekar discusses insights from the State of Small Business Survey, highlighting tech's role in innovation. Francisco Gomes Neto of Embraer shares growth strategies amidst competitor hurdles in aviation. Jared Dillian offers market investment tips, while Aaron Kennon weighs in on rate paths and volatility, providing a comprehensive look at current economic dynamics.