Carla Javier

Kirstie Gibson, an investment manager specializing in U.S. equities at Baillie Gifford, shares insights on navigating market volatility and highlights long-term investment themes like AI and climate change. Daniel Ackerman, a Marketplace reporter, investigates the mad rush to complete solar projects before looming tax credit deadlines. Meanwhile, Carla Javier discusses the implications of the Bureau of Labor Statistics' data collection hiatus and how lost data could skew economic indicators. A lively conversation filled with economic perspectives!

Carla Javier, a Marketplace reporter focused on labor and education, reveals that recent college graduates are facing tougher job markets and a narrowing unemployment gap with high school diploma holders. Susan Schmidt, a senior portfolio manager, discusses the dominance of a few AI stocks in driving market growth, raising concerns about volatility. Henry Epp highlights ongoing talks for a U.S.-Taiwan semiconductor trade deal, which could strategically boost American manufacturing. Together, they unravel the complexities of today’s job market and economic landscape.

Kirstie Gibson, an investment manager at Baillie Gifford, discusses how to navigate portfolio management amidst market volatility, emphasizing resilient companies and long-term trends like AI and climate change. Daniel Ackerman reveals the urgency behind solar developers racing to complete projects before a tax-credit deadline. Carla Javier explains the chaos facing the Bureau of Labor Statistics after a government shutdown, highlighting which key economic reports may be delayed or missed entirely.